When you work with a list or map 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. After you select the criteria of the constituents to include, select Apply filters.
To include constituents based on criteria such as their affiliation, location, fundraiser, or tags, select Constituent basics. For more information, see Constituent Basics Filters.
To include constituents based on how much they gave to your organization, including soft credit, select Giving. For more information, see Constituent Giving Filters.
To identify constituents based on location, such as to plan a trip or coordinate meetings with multiple donors, select Location and include only those with specific address details or within a specific area or distance around a point. For more information, see Constituent Location Filters.
Tip: To locate constituents on a map, such as to identify nearby donors or plan meetings with prospects, select Map from a constituent list in Lists. For more information, see Constituent Map.
Communication preferences are a constituent's specific rules of contact, such as Do not mail or Solicit once annually. When you track a communication preference, you can set a date range of when it applies to the constituent. To include or exclude constituents based on their active communication preferences, such as for a mailing list, select Marketing.
To include only constituents with specific preferences, select Preference under Include, choose which to include, and select Select.
To remove constituents with specific preferences from the list, select Preference under Exclude, choose which to exclude, and select Select.
As you choose preferences to include or exclude:
To choose from those marked as inactive, select Show inactive.
To quickly view those you chose, select Only show selected items.
Note: In the database view, communication preferences appear as solicit codes. Your organization can set up — and mark inactive — communication preferences from the Solicit Code category in Tables under Configuration.
For more information, see Communication Preferences.
To include constituents based on their academic history, select Education. For more information, see Constituent Education Filters.
To include constituents based on specialized information your organization tracks, such as dietary preferences or interests, select Custom fields. For more information, see Custom Field Filters.
Tip: To filter a list to constituents around a specific location, select Map and Select map filter, draw a box around the area to include, and select List . For more information, see Constituent Map.
Tip: To remove the filters and include all constituents you manage, select Filters and then Clear all filters.
These filters are cumulative, so imagine an "and" between each. For example, if you specify both a donor characteristic and an assigned fundraiser, you can create a list of board members assigned to you for cultivation.