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Constituent List Filters

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.

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.