The client list can be filtered for a few different reasons. One
is to narrow down the list by criteria to find specific records. Another is to
give you a count of clients, based on your selected criteria.
As an example, if you wanted to know how many of your clients are
churches, you could select "Church" from the Industry Type drop-down list. Click the "Filter Clients"
button. You can see the total records
label above the list has changed and gives you a total count of all clients who
are classified as churches. The list has also changed, and displays only
churches.
To get started, select Constituents (CRM) > Clients/Customers - from the main menu on the left hand side.
This will open your Client/Customer list. To filter the list click the "Filter
List" button.
The Filter List panel
will open above the client list...
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items depending on how you would like to
narrow your results. You can filter the Client/Customer list by:
- Status
- Department/Chapter
- Assigned To (Team Member)
- Organization Type
- Industry Type
- Organization Size
- Is Client A Service Agency
- Client Created Date Range
- Acquisition Source
- Associated Campaign
Click the "Filter List" button and the list will display
only the clients that meet the selected criteria.
You can
also save your filters, to use again at a later time. After you filter the list
open the filters menu by clicking the 
icon in the filter box. When the filter menu opens choose "Save Filter" This will bring up the "Add A New Filter" window. Enter a name for the filter and click the "Add This Filter" button. The window will close, and your filter will be saved. To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to its original state.