Searching People

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    lifeinchristtreasurer

    Is there an easier way to search for multiple specific people? I would like to populate a list of specific people who requested their giving statements emailed to them.

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    Emily W.

    Hi @lifeinchristtreasure!

    If you have them grouped by tags, then you can filter by that way. If this is marked in their profile you can also run a search for this as well. 

    You would use the advance search:

    1. Select the "People" tab from the top right.
    2. On the left, click "Show More Filter Options."
    3. Select all of the criteria you would like to filter by. Results will show up on the right.

    If you are searching for this particular group based off a tag or profile, you can search in the contribution section as well.


    Printing or emailing a giving statement based on a filter allows more control over what appears on the giving statement. Users can filter by fund, amount, or any other criteria, and only contributions that match the filter will be used when creating the statement.

    1. Get contribution reports for the contributions you'd like to include in the giving statement.
    2. Filter by people and choose your criteria:

     

     

    1. Towards the upper right of the screen, find the "Download as Excel" button and click the arrow just to the right of it.
    2. Select "Print Statement" from the dropdown list and then click the "Print Statement" button.

    If you need any additional help, please reach out to our Support team via phone or by email. We are happy to serve!

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    Joseph

    Is there a way to control the logic of filters? I am trying to filter for members who "Contains" TAGA AND TAGB AND (NOT TAGC). If I click on these three Tags it appears the logic is (TAGA OR TAGB) AND NOT TAGC. For example TAGA AND (NOT TAGC) returns 153 people but when I click on TAGB as well the number increases to 229 when I want it to remain the same or go down.

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    Micah M.

    Hey @webadmin - great question on the search logic for Tags. You're right, Tag filtering is an "or" logic, while filtering by Profile Fields utilizes an "and' logic. Check out this helpful article called Filtering Profile Fields v. Tags.

    In this particular situation, you might consider creating some profile fields to match "Tag A" and "Tag B" and then run a search to look for Profile A and Profile B but "Not Tag C." Check out these two resources for more information as well - and don't hesitate to reach out to us directly if more guidance is needed! We would be happy to serve!
    Creating Profile Fields
    Update People (use this to bulk update people to match certain Tags)
    Happy Breezing!

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    Philip Habes

    Hi, I guess advanced search doe not work in the mobile App?
    I cannot see a option for this.

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    Emily W.

    Hey @philip!

    Great question! Happy to help. There is an advanced search in the App. Navigate to People<Right corner next to the + icon you will see another icon. This is the filter icon and is used for the advanced search tool within the app.

    Hope this is most helpful.

    Happy Breezing!

     

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    Steve

    It appears the only way to search for a person by email is to use the filters. Is this right?

    Also using "Check In" is there any way to search by email?

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    Ashley Lynn

    @sraisz Yes when wanting to search by email (or any profile field other than a name) you will want to run an advanced search by using the "show more filter options" and then navigating to the email profile field and input the email address. 

    There is not a way to search by email at Check-In, that is not a current feature. You can search by name or phone number. 

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    jocelynpalford

    How about if I want to create a search that is:

    Obtain members who are:

    profile field = visitors OR Tag= Visitor.

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    Stephen Ivey

    @jocleynpalford

    Great question! The Boolean logic within breeze qualifies data within the same category as an "OR" logic.

    Conversely, breeze qualifies data within different categories as an "AND" logic. Which means, you wouldn't be able to search "visitor" status OR Visitor Tag because they are in different categories. 

    My suggestion for you here, would be for you to create a smart Tag that connects anyone with the "Visitor" status to the Visitor Tag! This is an automated process that happens within Breeze every hour! See here: Using Smart Tags

     

    Cheers!

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