Constituents can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific constituents that meet certain criteria. Another is to give you a count of constituents that meet your selected criteria.
As an example, if you wanted to know how many constituents you have in a specific Precinct or District, you would choose a District or Precinct from the drop-down menus. Click the "Filter List" button. You will see the total records label above the list gives you a count of all constituents that meet your criteria. The list also changed, and displays only the constituents you requested per the criteria you selected.
To get started, select Constituents (CRM) - Constituents (All) - from the main menu on the left hand side.
To filter your constituents, click the "Filter List" button.
The filter Panel will open...
Choose criteria to filter your list. Use as many of the criteria items as needed. Choose one or many criteria depending on how you would like to narrow your results. Constituents can be filter by:
- Date Range
- Constituent Type
- Is VIP
- Cell Phone Provider
- Mailing State In
- Billing State In
- Shipping State In
- Alternative State In
After selecting the desired criteria, click the "Filter List" button and the list will display only the constituents that meet the selected criteria.