Involvements

Filter and Sort Options¶

On an Involvement page, you have a number of options for filtering in order to view and manage a list of people. You can filter based on a person’s name, one or more sub-groups, check boxes, or a Tag. You can also select a multi-tab view. This allows you to send one email to people who might be a mixture of Members, Guests, Prospects, or Previous Members. After you filter the list, you can use the blue Toolbar to send email, text, print reports, create a Tag, and more for only that filtered group.

Name Filter¶

This is helpful for large Involvements, as it allows you to find a person by name.

Step 1: In the name text field, enter the first or last name, first and last name, or a few letters of each. You can also enter a People ID.
Step 2: Click the Filter Person button. This returns the people matching the text you entered.

Check Box Menu¶

Everyone listed on any tab under the main People tab of an Involvement has a check box beside his name. Check the box in the column header to check everyone in the list, or check individual names.

Tip

You can use shift-click to select a range of people. Click the box beside the first person, hold down the shift key, and then click the box beside the last person.

Click the drop-down arrow beside the header check box for these options:

Sort Checked Items: Moves everyone who is checked to the top of the list.
Subgroup/Tag Filter: Opens the Advanced Filter dialog (see below).
Drop, Make Pending, Move To, and Update: These options act on the people in the list. The wording changes depending on the tab you are viewing (for example, Drop Members or Update Prospects).

Advanced Filter¶

The Advanced Filter dialog is useful for communicating with people in one or more sub-groups at a time, for finding those not in a sub-group, or for finding those in multiple sub-groups. Select Subgroup/Tag Filter from the check box menu to open it.

Filter Controls:

Click one or more sub-groups in the list to add them to the Current Filter.
Select Any to find everyone in any of those sub-groups, or All to find people who are in each sub-group specified.
Check Exclude next selected and then click a sub-group to find people not in that sub-group.
Enter the first few letters of a sub-group in the Includes box and click Add to include every sub-group that starts with those letters.
Check Has no sub-groups to find those not assigned to any sub-group.
Check Filter by Active Tag to find people in the Involvement who are also in your Active Tag (the Tag shown in the header).

Click Filter to apply the filter.

To remove the filter:: Click the Clear button to remove any filters. The button displays (filtered) in red while a filter is applied.

Note

Clicking Clear removes any filtering. However, it does not remove the check marks. To remove all check marks, uncheck the box in the column header.

Options Button¶

The Options button controls which individuals display in your list.

Options:

Select Multiple: Once this is selected, you can select multiple tabs and view everyone from those tabs in one list.
Show Hidden: This displays any Guests or Prospects that you have chosen to hide.

Display Button¶

The Display button lets you choose the columns of information shown for each person, such as address or birthday. Select Reset to Default to return to the default columns.

After you have filtered the list, use the Toolbar to send emails, run reports, and more for only those individuals.

Sort¶

On any of the People tabs, you can click the blue column headers to sort by that column. There is also a Dates drop-down, so that you can sort by various dates.

Use Case for Inactive Dates

To rotate Deacons or others off when they finish their term of service, sort the Inactive tab by the Inactive date. Then check those ready to rotate off and select Update Inactive Members or Drop Inactive Members from the check box menu.

Latest Update

10/23/2026

Rewrote the article for the current filter options: Filter Person, check box menu, Advanced Filter dialog, Options, and Display buttons.