General Conditions Filter

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General Conditions Filter

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The General Conditions filter allows you to specify simple comparison conditions for any of the fields of DonorQuest, including any custom fields that you may have created. For example, you could select Individual Donors who live in California, who have one or more single gifts of $500 or more like this:

 

Creating A Selection - General Conditions

 

Each condition of the General Conditions filter has three components:

 

1.A DonorQuest Field: This can be any field in DonorQuest, including any user-defined field.

2.A Comparison: This is how the field is to be compared.

3.A Value: This is a specific value the field is to be compared against.

 

By default only one of the conditions has to be true for the donor to qualify. However, you can specify that they all must be true by clicking the All Conditions Must Be True checkbox, as we did in the example above.

Replicate Condition Button On General Conditions Tab

This is useful when you have a lot of different values you wish to search for in the same field. For example, if you wish to find all of the constituents in a number of specific zip codes, you only have to choose the, "Zip" field and the, "Is Equal To" comparison once, then use the Replicate Condition button to make lots of copies of what would be the same choices were you to use the drop-down menus repeatedly while adding a new condition. You have only then to double-click in the Value space to enter each specific zip code you wish to select constituents for.

 

You may also order the conditions of the General Conditions tab by clicking on the title of the Field Name, Comparison, or Value columns. When you have a long list of conditions, it is often helpful to order the list by Value, so you can quickly see if you have left out anything you need (such as a specific zip code in a long list of zip codes). Here's what the new dialog looks like:

 

Creating A Selection - General Conditions - Replicate Button