The delegates 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 delegates, based on your selected criteria.
As an example, if you wanted to know how many organizations are classified as delegates, you could select "Organization" from the Constituent Type drop-down list. Click the "Filter List" button. You will see the total records label above the list has changed and gives you a total count of all organizations who are classified as delegations. The list has also changed, and displays only organizations.
To get started, select Constituents > Delegates - from the main menu on the left hand side.
To filter your Delegates, click the "Filter List" button.
The Filter List panel will open above the delegate 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. Delegates can be filtered by :
- Delegate Status
- Suspension Status
- Constituent Type
- Delegate Type
- Delegate Category
- Delegate Level
- Is Deceased
- Acquisition Source
- Associated Campaign
- Marital Status
- Active Date Range
- Inactive Date Range
- Birth Date Range
- Application Range
- Nomination Range
- Approval Range
- Term Start Range
- Term End Range
After selecting the desired criteria, click the "Filter List" button and the list will display only the delegates 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 it's original state.