The member 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 members, based on your selected criteria.
As an example, if you wanted to know how many members you obtained
from partner referrals, you could select "Suspended" from the Suspension Status 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 suspended members. The list has also changed, and displays
only suspended members.
To get started, select either Constituents (CRM) or Membership > Members - from the main menu on the left hand side.
This will open the members list. To filter the list, click the "Filter List"
The Filter List panel
will open above the member 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. The members list can be filtered by:
- Membership Status
- Assigned To (Team Member)
- Suspension Status
- Constituent Type
- Member Type
- Member Category
- Is Deceased
- Precinct (Select District First)
- Membership Level
- 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
Click the "Filter List" button and the list will display
only the members 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"
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.