The Free Plan offers limited filters, while the Pro Plan provides complete access to all filter options.
Why use filters?
Filters play a vital role in a volunteer directory, and here’s why. They let you break down volunteer information into smaller, more manageable batches, making it easier to analyze specific details. With filters, you can quickly find the right volunteers without digging through a sea of data, saving you time and making the process much smoother.
Filters also help you focus on the information that really matters. By highlighting essential details, you can make better-informed decisions. You can tailor the directory view to fit your needs, showing only the data relevant to your current tasks or goals.
Plus, filters are great for organizing your volunteers. Whether you’re moving them to inactive status, tagging, assigning, or sending messages, filters make it all much more manageable. You can generate targeted lists based on your preferred criteria, ensuring you only see the information you need. Overall, filters make organizing your volunteers much easier and more effective!
Filtering volunteers.
To access the filter options, go to Directory > Volunteers. Then, click the Filter icon to expand the available filter options. Select the filter you want to apply, and it will appear for you to modify.
Please enter the information or select the specific criteria from the radial buttons or dropdowns for your filter, then click Done.
This will save and initiate your filter to show only those volunteers who meet the criteria below.
Adding additional filters.
If you want to apply multiple criteria, you can add additional filters. After saving your first filter, click the + Add Filter button below to reveal more filter options. Each new filter will appear to the right of the previous ones, where you can modify it and click Done to save.
Between filters, you'll find an option to choose AND or OR, which determines how your filters combine to affect your list of volunteers. For example, selecting AND with two tags means a volunteer must have both tags to appear in the results. Choosing OR means they only need at least one of the selected tags. This choice makes a big difference in refining your volunteer list.
Clearing a filtered view.
To return to your full directory view, click the red Clear button right underneath to remove all filters and refresh the page.
Saving your filtered search.
If you frequently run the same filters, creating a Saved Search can save time by dynamically filtering your volunteer directory based on up-to-date criteria. To save a search, set up your filters, then click Save below. A popup will appear to name your search.
To access saved searches, click the heart and magnifying glass icon to the right of the filter icon in the Volunteer Directory. A card will open with a list of your saved searches. Click on a search name to run it, or hover over it and click the trash icon to delete it. You can create as many saved searches as needed, which is especially helpful for messaging with segments.
Deleting a filter.
To remove a filter, hover over it and click the X icon.
Fixing a filter that appears in red.
If a filter turns red and shows a "missing value" message, it means a required search term wasn’t entered. To fix this, hover over the filter, click X to remove it, or click on the filter to expand and enter the missing information.
