The Material Donation Recipient 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 Recipients, based on your selected
criteria.
As an example, if you wanted to know how many Material Donation
Recipients are associated with the Summer Carnival, you could select “Summer
Carnival” from the Associated Campaign
drop-down list. Click the “Filter List” button. You will see the total records label has changed above
the list and gives you a total count of all Material Donation Recipients
associated with the Summer Carnival. The list has also changed, and displays
only Material Donation Recipients associated with the Summer Carnival.
To get started, select either Donations and Grants or Materials Management > Material Recipients - from the main menu on the left hand side of the screen.
This will open your material recipients list. To filter the list, click the “Filter
List” button.
The Filter List panel
will open above the 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. Material Recipients can be filtered by:
- Assigned To (Team Member)
- Associated Campaign
- Acquisition Source
- Active Date Range
Click the “Filter List”
button and the list will display only the Material Recipients that
meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
button.
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.