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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

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  • Constituent Searches & Lists
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  • Billing & Payment
  • Security
  • Affiliates & Refer a Friend
  • LGL Best Practices
  • Quick Answers
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