Filter Campaigns, Funds, and Appeals on a Constituent List in the gift summary fields.

Apply filters to the Lifetime Giving, First Gift, Latest gift, and Greatest Gifts fields in the constituent list.

  • Rita Nicholson
  • Oct 3 2019
Lists
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  • Nathan Munn commented
    August 05, 2020 14:37

    Also Campaign Category, Fund Category and Fund Type!

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  • Rita Nicholson commented
    October 03, 2019 14:08

    Further to the above,  the filters should be applied to the Lifetime, First Gift, Latest gift, and Greatest Gifts fields.   I see it has been applied to the constituent.  I am looking for a prospect list with giving history excluding certain campaigns.  I need all the fields that are available in the constituent list.

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