Smart Lists Walk-through
Smart Lists are a new feature in My Fundraising Place, they allow for more complex filtering of data the main grids.
Smart lists are located on their specific grids, and as a master list under Marketing -> Smart List.
Double clicking on any of the smart lists here will take to their grid of data.
To create a new Smart List hit the + button.
From the dialog that pops up you will select the grid that you want to create the Smart List on, the data that you want to search through.
For this example, I will use Group. I’ll be creating a Smart List that will give me all the groups that are either 4H clubs or After School Groups.
I set the name in the name field.
The list of fields below is where you will create the search that you want to perform. To find all groups that are 4-H or After School Groups we will want to search on Activity Type, so I’ve selected that from the drop-down that opened when I clicked on the first field. I then selected Equals from the next field and 4-H from the last.
I want to include groups that are After School groups as well, so I need another search option. Hit the blue arrow at the top left of the search lists to bring down another drop-down list, and select Add to add another search option. Also, since we want to have the group be either 4-H or After School group we’ll change the search type to ‘Or’. Select Change to “Or” also from that same blue arrow drop-down menu.
Once we have the other Search option added we’ll fill the fields with, Activity Type, Equals, After School.
Once the search has been created we’ll need to select which columns we want to show. Click on the + button on Display Columns. The select all the columns what you want to show. Hit OK when done.
Once the columns are selected they can be sorted on the main page by clicking on them and hitting the up or down arrows to move then up or down on the list. The big X deletes the selection.
We’ll next add the Sorting Column. This will determine how the list is sorted, I want it to be alphabetically by name, so I choose name from the list that pops up when I hit the + button.
You can now save and close. The Smart List will show up on the main list as well as under the Smart List selection option on the main Groups grid. Select that Smart List to sort the Groups grid using that Smart List.