Start Constituent List from unified view Queries
I would like an option to start a Constituent List from web (unified) view queries, ideally allowing both static and dynamic queries. At the moment, you can only start a list based off a static query from database view.
Not all our users have access to Queries but they do have access to Lists. It would be good if I can run a more detailed Query to segment people but then push it into a List that users can review.
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Sue Lau
- Jul 21 2025
- Reviewed: Voting Open
Related ideas
Yes, please! Lists are great for including parameters, but not for excluding, such as gifts that have come in recently. I frequently need to share a list and the fundraisers want it to refresh by removing people who have given recent gifts so they can see who they still need to follow up with, but I can only seem to do that in query right now.
Apologies, realised that the static queries in web view is the same as database view. But would still be good if there is a function for dynamic, and also push from Query into Lists to save time.