Using The "Or" Filter

Overview

Kindful's Current View bar on the Activities page and the Contacts page has a lot of power and functionality when used effectively. The "Or" filter is a very powerful way to get a unique set of data in your account by looking at one of many values you might be looking for. Take, for example, a need to find a list of Contacts who have given to one of many campaigns. The "Or" filter is how to do this.

Linked Articles:

- Creating Reports


By default, when you add a second filter to Kindful's filtering bar on the Activities or Contacts page, an "and" filter is used. For example- if you filter for "in group," then add the filter, "to campaign," you are saying, "show me the people in this group that have also given to this campaign." 

What if I want to show people that are either in that group or have given to that campaign? Here comes the "Or" filter!

How to Use It

  1. Start the entire filter by selecting "or" from the drop down menu that appears when clicking in the "current view" bar. 
  2. A drop down menu will appear within a grey box in the filter bar. The grey box represents the inside of that "or" filter. Anything inside that grey box will adhere to the "or" filter. Select your desired filter from that drop down menu.
  3. After you add your first filter, add the second from the drop down that will again appear when your first filter is completed. 

You can add as many filters within the "or" filter as you like. You can even add more filters outside of "or" filter as needed. See example of this below-

Alternately, you can use the button that appears when you click on the filter name (e.g. In Group). When you click the name of the filter, it turns the filter blue, and from there, you can click on the + icon to add in additional values. Multiple entries will appear and will be separated by a comma.

Screen_Shot_2019-06-19_at_3.57.42_PM.png


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments