Constituent Searches & Lists
Basic searching and filtering, complex searches, saved searches, building lists.
- Simple name searches
- Basic searching and filtering
- Complex constituent searches
- Saved searches
- Building lists of constituents
- Managing birthdays and birthday reminders
- Search for constituents without email
- Creating lists of related constituents
- When to use a constituent list versus a saved constituent search
- Can I make a constituent inactive?
- Using a constituent list to build an appeal segment