Filtering: Profile Fields vs. Tags

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    bonnie

    What about NOT logic?  Can I find all the people who do not have a tag or field?  (In the case where we have a handful of people who opt out of something, it's easier to flag the few than it is the many.)

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    bonnie

    never mind ... must have been blind.  Now I see the Does Not Contain option

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    Emily W.

    Hey @bonnie

    No worries! It's happened to me several times, it's easy to do. That is great news, you found it. Please let us know if there is any additional support we can offer.

    Happy Breezing.

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    lindahankins60

    How can I filter for people whose marital status is married, but their sacraments field of "married" is blank?

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    Laura S

    Hi @lindahankins60! Great question!

    There is a workaround to figure out whose information is blank in the Sacraments profile Field. You would need to 1) Go to People, 2) Choose the dropdown beside Marital Status and Choose Married to generate a list of those who are married, 3) Choose Export from the right side of the People section, 4) Choose Excel in the Format box, 5)Choose the Pencil Icon on the bottom left of the Export box, 6) Choose Custom Template in the Include box, 7) Choose every Profile Field that you would like to see in the spreadsheet that you wish to download (Name, Marital Status, & Sacrament Field), 8)Choose Download at the bottom right.

    Following the above instructions will give you a list of all of your married members and will show you if their Sacrament field is blank. You can choose to Update People in More>Tasks if you would like to do a bulk update of information in fields that are blank.

    Happy Breezing!

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    Mendy Andersen

    We have 4 membership classes that are required for membership.  I would like to know the best way to automatically assign either tags of profile fields to those who check in at each class.  I cannot figure out how to do this so that I can see when someone has completed all 4 classes.

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    Emily W.

    Hey agapecf19!

    I believe this will be most helpful to you for assigning tags based off profile fields: Breeze Recommended Most Helpful Automated Tasks You Can Use! 

    If this does not fully answer your question, please reach out to our team via phone or email!

    We're available 9-6 Eastern Time at 888-320-6030. Feel free to ask for me or any of our Breeze Advisors. We are all experts in this area.

    Cheers!

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    rachel

    We're moving our church to a gifts based ministry and volunteer management system. Our pastor would like to be able to search for people who have the gift of discernment AND teaching (for example). What would be the best way to do this? He doesn't want to see a group of people who have one of those gifts of the other. He wants to see the subset of people who have both. I thought I had struck on it when I made it a profile field instead of a tag, but it didn't work because it would all be within a single profile field. Is there a way to make this happen? 

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    Stephen Ivey

    @rachel

    Thanks for reaching out to the forum! As you stated, the Boolean logic within Breeze is set to an "OR" Logic for profile fields within a single/same category. The only way to get an "AND" Logic would be for the options to be in separate categories. 

     

    I hope that this has been helpful! Please let us know how we can continue to assist.

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    daw30410

    What I find missing is the ability to say "filter people who have both tags A and B. A and not B are possible, but not A and B.

    I know I could achieve that effect by creating a temporary NotWhatIWanted tag, then assigning that tag to everyone that isn't A or isn't B (separate steps), the filtering on everyone who isn't NotWhatIWanted.  [ (A & B) == !(!A & !B) ]  But that would have to be recreated on each use.

    OK, what I'd really want is some kind of general expression syntax where you could do something like (profile X AND tag A) OR (profile Y AND tag B), but don't expect that anytime soon.

    On the other hand, I just noticed a pointer to smart tags. I suppose I might be able to turn NotWhatIWanted into a smart tag?  Hmm.

    Maybe just smart NotA and NotB tags would kind of work.

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    Stephen Ivey

    @daw30410

    Great feedback here! Submitting this as a Feature request would be incredible beneficial to us knowing what our customers needs are. Click here: Submitting Feature Requests

    Cheers!

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