Search for and filter by specific accounts using the Find Constituents filter. Use this filter when you have select constituents that don’t have a common criteria by which to filter. You can also use this when certain board members or staff need to be copied on emails where they might not meet the filter criteria. You can select multiple constituents within one filter.

Filter for Constituents

Search for individuals, organizations, or households. You must type in at least three characters before a search result is listed. In a constituent report:

  1. Click Add Filter.
  2. Search for and select Find Constituents.
  3. Enter a constituent or household’s name. Possible matches are displayed. Select the desired constituent.

    Note: To avoid duplicates, once an account is selected, it no longer appears in the results.

  4. Click in the box to search for and add more constituents.
  5. Click Ok.

Figure 1: Possible matches are displayed. Households are marked with Household icon 

Running the report to household will list households where any member is included in the filter. Constituents not in a household are listed individually.

List Household Members

When filtering by household and the report is not run to households, the report lists all members of a household.

  1. Click Add Filter.
  2. Search for and select Find Constituents.
  3. Search for, and select the desired household.
  4. Click Ok.

Figure 2: All household members are listed

Filters with Deleted or Merged Constituents

Sometimes we filter for constituents that are then deleted or merged.

  • If an account is being used in a filter and that constituent is merged into another account, the filter will show the account that was kept from the merge.

  • If an account is being used in a filter and that constituent is deleted, the filter shows Deleted Account instead of the constituent’s name.

  • If all accounts used in a filter are deleted, the filter shows Constituent is a value that does not exist, and returns zero results.