The donor 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 donors, based on your selected criteria.
As an example, if you wanted to know how many schools are classified as donors, you
could select "School" from the Donor
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 schools who are
classified as donors. The list has also changed, and displays only schools.
To get started, select either Constituents (CRM) or Donations and Grants > Donors - from the main menu on the left hand side.
This will open your donor list. To filter the list, click the "Filter List"
The Filter List panel
will open above the donor 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. Donors can be filtered by:
- Donations Date Range
- Other Affiliations
- Constituent Type
- Organization Type
- Industry/Business Focus
- Donor Type
- Donor Category
- Third Party Giver
- Donor Level
- Acquisition Source
- Associated Campaign
- Payment Type Preferred
- Associated Team Member
Click the "Filter List" button and the list will display only the donors 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.