Descriptions of the Member List Advanced Filter Options


The Advanced Filter lets you use complex criteria to search for members in your database. The table below lists and describes the advance filter options you can use as criteria to search the Member List.

Click to clear the Advanced Filter.

Field

Description

Membership Status

Registered: shows registered members.

Not Registered: shows non-registered members.

Both: shows registered and non-registered members.

Clicking saves your selection as the default filter.

Family Group

All Groups: shows all member groups.

Select the specific member group you want to filter on.  

Clicking saves your selection as the default filter.

Member Status

(Any): shows all members regardless of status.

Select the specific member status (for example, Deceased) you want to filter on.

Member Type

(Any): shows all members regardless of type.

Select the specific member type (for example, Daughter) you want to filter on.

First Language

(Any): shows all members regardless of first language.

Select the specific first language (for example, Spanish) you want to filter on.

Ethnicity

(Any): shows all members regardless of ethnic background.

Select the specific ethnic background (for example, African American) you want to filter on.

Gender

(Any): shows all members regardless of gender.

Male: shows male members only.

Female: shows female members only.

Member Strength

(Any): shows all members regardless of strength attributes.

Select the specific strength attribute (for example, Developer) you want to filter on.

Member Workgroups

Lists the member workgroups created in your organization. Check one or more workgroups you want to use as your search criteria.

Member Envelopes

Enables you to find members based or whether or not they want to receive envelopes (based on whether or not the Send Contrib. Env. checkbox is selected or not in the member's record). This checkbox, if checked, gives the organization permission to send the member contribution envelopes.

  • (Any): applies no filter. Shows all members.

  • Envelopes: shows only those members who indicate they want to receive contribution envelopes (the Send Contrib. Env. checkbox is selected).

  • No Envelopes: shows only those members who indicate they do not want to receive contribution envelopes (the Send Contrib. Env. checkbox is not selected).

Maiden Name

Member's maiden name.

Full Name

Member's first and last name

Family Last Name

Member's family name.

Address

Member's address.

City

Name of city.

State

Name of state.

Full Postal Code

Postal code or ZIP code.

Home Phone Number

Home phone number.

Mobile Phone

Cell phone number.

Work Phone

Work phone number.

Member E-Mail Address

Member's email address.

Advanced Options

(Click to display the list)

Career Type

(Any):  applies no filter. Shows all members.

Select the specific career type (for example, Accountant) you want to filter on.

Marital Status

(Any):  applies no filter. Shows all members.

Select the specific marital status (for example, Married) you want to filter on.

Religion

(Any):  applies no filter. Shows all members.

Select the specific religious orientation (for example, Catholic) you want to filter on.

School

(Any):  applies no filter. Shows all members.

Select the name of the school you want to filter on.

Education Level

(Any):  applies no filter. Shows all members.

Select the specific education level (for example, 5) you want to filter on.

Grad Year

(Any):  applies no filter. Shows all members.

Select the specific graduation year (for example, 2008) you want to filter on.

Wedding Anniversary

All: shows all members celebrating a wedding anniversary.

Select the specific milestone anniversary (for example, 25th) to view celebrants of the selected anniversary only.

Wedding Month

All: shows all members celebrating wedding anniversaries.

Select the specific month (for example, June) to show only those members celebrating anniversaries in the selected month.

Show 'Send No Mail' Members

Enables you to find members based or whether or not the Send Mail checkbox is selected or not selected in the member record. This checkbox, if checked, gives the organization permission to send the member mail. Three filter settings are available:

  • (Any): applies no filter (the default). Shows all members.

  • Send No Mail: shows only those members who do not want to receive mail.

  • Send Mail: shows only those members who want to receive mail.

Show 'Do Not Publish' Families

Finds members based on whether or not they give the organization permission to publish personal information in Pictorial Directory (the Publish Phone, Publish Email, Publish Address, or Publish Photo checkbox is selected or not selected in the family record). Three filter settings are available:

  • (Any): applies no filter (the default). Shows all members.

  • Do Not Publish: shows only those members who do not want the following information published in Pictorial Directory: phone number, email address, home address, or photo.

  • Publish: shows only those members who want the following information published in Pictorial Directory: phone number, email address, home address, or photo.

Show Families With E-Mail

Finds members based on whether or not they have an email address in Member Details. Three filter settings are available:

  • (Any): applies no filter (the default). Shows all members.

  • With E-mail: shows only those members who have an email address in their record.

  • Without E-Mail: shows only those members who do not have an email address in their record.

Age Range

Select the checkbox. Then, specify age range by entering values in the From Age and To Age fields.

Birth Month

Select a birth month to view names of members whose birthdays fall within that month.

Exact Search

Exact Search

Check the box to show only results that match the exact word or value you specify.

 

Related Topics

 

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