Filters are one of the most striking features of the Users & Companies section. You can access many data in the system by using filters.
Which Filters Are Available?
Personal
Name Surname / Corporate Name
Birth date
Birthday
Tags
Record Type
Profile photo
TR ID / Tax ID
Nationality
Age
Contact
Address
Email
Phone
Permission to Communicate by E-Mail
Permission to Communicate by SMS
Telephone Communication Permit
City
District
Country
Related Company
Work address
Work city
Work district
Work Postal Code
Work Country
Post code
Donations
Donated to Category
Donated to Donation Page
Donated to Fundraising Campaign
Donation Count
Donation Currency
Donation Date
Donation Sum
Donor
First Donation Date
First Monthly Donation Date
In-Kind Donor
Monthly Donation Amount
Monthly Donation Amount Change
Monthly Donation Amount Change Date
Monthly Donation Start Date
Monthly Donation Status
Total Donation Amount
Total Monthly Donation Amount
Total Monthly Donation Count
Total Monthly Donation Withdrawal Amount
Total Monthly Donation Withdrawal Count
Fundraising Campaigns
Campaign Special Date
Campaign Status
Campaign Target
Campaign Donation Category
Campaigns Fundraising Event
Fundraising Campaign Finish Date
Fundraising Campaign Start Date
Number of Donations at Fundraising Campaign
Number of Fundraising Campaigns
Raised Donation Amount at Fundraising Campaign
Total Donation Amount at Fundraising Campaigns
Total Number of Donations at Fundraising Campaigns
Membership
Apply Date
Available in Address Book
Create Date
Debt Reminder Period
Debt Reminder via E-Mail
Debt Reminder via SMS
Has Debt Record For Period
Has Paid Debt Period
Has Unpaid Debt For Period
Join Date
Last Login Date
Last Update Date
Membership Number
Next Debt Reminder Date
Recurring Debt
Registered Card
Subscription Payment Amount
Subscription Payment Date
System Admin
Total Debt
Total Due Debt
Forms
Filled Form
Form Fill Date
Events
Attended Event
Event Attend Date
Number of Events Attended
Other
Notes
E-Cards
Purchased E-Card
Purchased E-Card Type
E-Card Purchase Date
E-Card Transaction Currency
Number of E-Cards Bought
User Defined Fields
User Defined Fields You Have Created
Searching Using Filters
There are so many filters, but don't be afraid of which one to use. In fact, it is very easy to reach the data you are looking for.
Applying a Single Filter
You can query in any criteria you want by using only one filter. For example, let's filter people who donated after January 1, 2020. Select Add Filter, then choose Donation Date.
Note: If you want to quickly search the criteria, use the search box above.
Then select the After section below.
Click on the month above from the date picker, select January, then select 1.
You will see a filter like the one below has been added.
In the contact list, you will see people who donated after January 1, 2020.
Filtre Grubu Oluşturmak
People who donated after January 1, 2020 are good but not enough, if you say bring me people who donated in the General category, don't worry! We also have a solution to this situation.
Click the plus (+) sign to the right of the Donation Date Filter and create a filter group.
Select the Donated to Category filter.
Select the General category and click Search.
Fantastic! You have now reached people who have donated to the General category after January 1, 2020.
Combining Filter Groups / Specifying a Filtering Condition
Okay, but if you say you want to reach all monthly donors as well, we have a solution for that too :) And you'll see that it's actually very easy.
Click on Add Filter and select the Monthly Donation Status filter.
Select Monthly Donation Status Equals = Active and press Search.
Now we list regular donors who have donated to the General category after January 1, 2020. Okay, but what we wanted to reach out to all monthly donors. To do this, click on the text on the left of the filter and then select or.
Spectacular! We have now listed all the people and monthly donors who have donated to the General category after January 1, 2020. Now we can perform the action you want from the operations menu to these people (It would be nice to send a general thank you email, of course you are the boss =)).
Saving a Filter, Using Saved Filter
After applying multiple filters it can be annoying to apply the same filter each time. You can use the Save Filter feature for this.
Click the actions button next to the Add Filter button. Then select Save Segment. Enter the search name on the screen that appears and save it. Your filter is now registered for quick access.
After that, to apply the filter, click the actions button next to the Add Filter button and select the name of your filter.
If you want to delete the saved filter, click the trash can next to the saved filter.
Removing Filters
If you want to remove a single filter, click on the filter you want to remove and click the Delete button at the bottom.
If you have applied many filters and want to make a new search, you do not need to remove filters one by one. Click the actions button next to the Add Filter button and select Remove Filters.
