Filter by contact info such as contact type and send mail check box

This ability to additionally filter contacts is useful for our solicitors so they can know who they need to be talking to. It would be ideal to offer additional filters for listing contacts at organizations.  This is particularly useful when there are multiple contacts that are no longer active.  So if we could filter based on the Contact Type and/or based on whether the Send Mail to box is not checked.  This way we are looking at only those contacts that are still receiving mail.

  • Guest
  • Mar 26 2015
Constituents / Lists
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  • Guest commented
    February 24, 2017 21:40

    Agree!  We need to be able to filter by contact type.  Example:  a company has 50 employees.  Of which, 3 are coded the contact type = primary.  Those are the relationships the fundraiser needs to work with.  They have to page through to find the contact type.  There is also no known sort functionality for contacts.  I have no idea how they are sorted - not alpha, not by relationship or relationship date. 

    If we uncheck the contact type in RE database to filter only those with Primary Contact type then you can't search on those relationships from open a constituent.

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