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Generalised Constituent Search & Export

02 May

This new software enhances the Constituent Search screen so that additional search criteria can be used in place of and/or with the previous search fields. The additional searchable fields are:- Consecutive Giving. This enables the selection of constituents whom have made consecutive donations over the last n number of months or years. Recency Number of Donations and Recency Value of Donations. This enables the selection of Constituents with total number of donations or total value of donations over a specified Recency From Date and/or Recency To Date. Recency From Date and Recency To Date. This is used to determine the dates required for the above Recency fields. Please note that either one or both of these dates can be defined for selection purposes. Attributes e.g. (((‘A’ or ‘B’) and ‘C’) and NOT ‘D’). This enables the selection of Constituents with a particular set of user defined attributes. Birth Date From and Birth Date To. This enables the selection of Constituents with a Birth Date between these dates. Please note that either one or both of these dates can be defined for selection purposes. In order to enable users to save these more complex searches a “Save Search” button has been introduced to the Constituent Search screen so that you can save the search criteria and save this criteria for other staff members too. These saved searches can be re-used at any time by selecting one from the new Saved Search select list in the top left hand corner of the Constituent Search screen. The ability to Export these constituents and a variety of the relevant constituent data fields i.e. Constituent Name, Highest Amount, Attributes, Email Address etc to a file that can be used by Microsoft Excel has also been added to the Constituent Search screen. These Exports can be saved so that the export fields can be re-used again at a later date. As with the Saved Searches above, these Saved Exports can be saved for other staff members too.