Advanced Filters (Very Powerful Feature)
Filters are advanced queries to return contacts that meet certain criteria. Example a simple filter might be "select all contacts who gave more than $500 last year and that live in "pittsburgh". Filters can be used on List Screens and on reports to restrict the data you see.
Filter List
The Filter list is the string point to add, edit, delete or duplicate filters. Select a filter and double click or click on "edit" to change a filter.
Main Filter Screen
This is the main screen for setting up a filter. You must give a filter a name, description and category. Then you add the criteria sets for the filter. Click Add Criteria Set... to add a new set or edit an existing set of criteria. The bottom of the page shows the contacts that are returned by running the filter.
Filters are one of the most complex topics in this software, we recommend you watch the video explaining filters or spend some time playing with filters.
Editing ONE Criteria Set
Editing ONE set of criteria brings up this screen. You can add as many lines of criteria as you need. ALL of lines of criteria MUST BE MET. So for this example, the contact (must of donated more than $1000) and (live in Pittsburgh or Chicago).
Note: Lots of filters will only use ONE set of criteria (perhaps with a line or a few lines of criteria).
Editing ONE Line of criteria
This is the screen you do most of the work on.
Step 1: Choose the criteria field (click the button at the top and a pop up menu will appear with LOTS of different fields to choose from.
Step 2: Based on the type of field that is chosen you will be able to add the details about what you are trying to do. In this example a numeric field was choose and I choose to select "IS Greater than" and entered "$1000".