Constituent Basics Filters

When you work with a list of constituents, you can select Filters to view and manage only those that meet specific criteria, such as to fine-tune recipients of a communication or analyze wealth ratings. To include constituents based on criteria such as their affiliation, location, fundraiser, or tags, select Constituent basics. After you select the criteria of the constituents to include, select Apply filters.

Tip: To filter a constituent list by primary address details, select Location and Filter by address. For more information, see Constituent Location Filters.