When you work with a list of constituents or gifts, 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 campaign giving. To include records based on specialized information your organization tracks, such as a constituent's dietary preferences or interests, select Custom fields. After you select the criteria of the records to include, select Apply filters.
Under Categories, include records with specific categories or values of custom fields.
Select Custom field category, choose which categories of custom fields to filter on, and select Next.
To choose from categories marked as inactive, select Show inactive.
Tip: In the database view, you can mark custom fields as inactive in Attributes from Configuration.
To quickly view the categories you chose, select Only show selected items.
In the Include records with field, choose whether to filter on any — such as Diet or Interests — or all — Diet and Interests — of the categories.
For each custom field, choose which values to filter by, such as a time period or "contains Donor".
To include all records with the custom field, regardless of value, select Any value or At any time.
To include multiple values for the custom field, select Any of these values and then Select values, choose which values to filter on, and select Select.
To include records with custom fields applied during a specific time period, choose the date range under Custom field date.
For more information, see Custom Fields.