Filters help you find the right people in your database. You can filter by person properties, past activities, communication history, and more. Save any filter as a List to reuse it later or share it with your team.

Building a Filter

Click Filter on the People page to open the filter builder.

Each filter rule has three parts:

Field (what you're filtering on, e.g., Assessment, Chapters, Attended Event)
Operator - How to match (e.g., "is", "includes", "is not")
Value - What to match against

Click Set Filter to apply the rules.

Filter Categories

The filter builder has many fields. These are some common ones:

Person properties: Assessment, Preferred Language, Chapters, Tags, Age, and each custom property you create.
Events and Pages: Submitted Page Form, RSVP'd to Event, and Attended Event.
SMS, Calls, and Email: Call Status (for example "We Haven't Spoken With Them"), Received Text Message Blast, and Opened Email Message. To find team members by their work in phonebanks and textbanks, use Made Calls in Phonebank and Sent Texts in Textbank.
Finances: Is an active dues-payer?, Total amount donated, and Donation Date. Paid Dues Expires At supports the "is relative to today" operator, for example 30 or fewer days from now.

Date Ranges

Many filters support date ranges. You can use fixed dates, dynamic ranges such as "Last 7 Days" or "This Month", or a Rolling Range such as "Last 3 Months". Dynamic ranges recalculate automatically, so a saved list using "Last 30 Days" always shows recent activity. Some date rules, such as Account Creation Date and Last Activity Date, take fixed dates only.

Combining Filters (AND/OR)

By default, multiple rules are combined with AND (all conditions must match). Every group, the outer group too, has its own AND or OR choice. For A or B, set the group that holds both rules to OR.

Example: Find Core members OR anyone who donated over $100:

Group set to OR:
  Assessment includes "Core"
  Total amount donated greater "100"

You can also filter by membership in another saved list, with the 'Saved List' rule.

Saving a Filter as a List

Click Save as list to save your filter for reuse. On a saved list with unsaved changes, click Save as new list instead. Enter the List Name and click Save list.

Saved lists follow your chapter structure, so team members see the lists that their scope allows. Team members can access them from the Lists dropdown or the Lists page. To add a Description, use Edit Filter in the list's ... menu on the Lists page.

Default Column Layout

You can save a default column layout that everyone sees when they open the list. From the People tab with the list selected, open the Columns dropdown, pick the columns you want, check Save as default layout for this list, and click Apply. Requires edit access to the list.

Organizing Saved Lists with Folders

On the Lists page, click New Folder to group related active lists. Enter a folder name and choose the folder scope. A chapter scoped folder holds only lists from that chapter. An organization scoped folder holds organization lists and lists from chapters within that organization.

To move a list, open the ... menu next to it and choose Move to Folder or Move List. You can also drag folders and lists by the grip handle. If you delete a folder, the lists inside it move back to Other Lists (Root). Archived lists stay in the separate Archived tab.