Filtering Your People
This lesson shows you how to filter your people on the People page. It also shows you how to send an email to a filtered group of people.
Two ways of filtering. One: Filter by selecting information.
1- You can filter by service by clicking the drop-down arrow and choosing a service. This will show you a filtered list of anyone who has ever been scheduled for that particular service before. This does not filter by custom property in any way- just by dates scheduled.
2- You can filter by first or last name. If you only remember a first or last name, just enter that and click "Filter". It will bring up anyone in the system with that name.
3- You can filter by Positions & Categories, if you are looking for a specific team or quality
4- You can filter by the permission level of your volunteers
5- You can see disabled accounts by checking the box to "Show Disabled Accounts" and then clicking Filter.
Filter by Custom Property
You can click on either the property (i.e. Audio/Visual) or the options under the property (i.e. Audio, Camera, Lights, etc.). If you want to get more of a detailed filter, you can click on several of them. Some filter with And (pulling all those who have an audio/visual property AND a producer property) and some filter with OR. Here is a list of how the different combinations are filtered (there is not a way to choose whether you want to filter "And" or "Or"):
Property and Property: filtering OR
Property and Option: filtering AND
Option and Option from the same property: filtering OR
Option and Option from different properties: filtering AND
To email people with a filtered list:
Once you have a filtered list (filter using the ways shown in previous steps), click 'email these people' and it will send an email to only those on the list you see. An example of this would be if you want to send an email to all the greeters in your system. You would click on the Greeter custom property (assuming you have custom properties set up) and then click 'email these people' and write your email.


