How do I filter my dashboard by member code?

You have the ability to filter your CRM dashboard by member code. Member codes are beneficial if you are:

  • A candidate with multiple committees, like a victory fund, and you want to include all the interactions/ contributions from your other active committees within one main platform
  • A candidate who ran previously for different offices.  If you include interactions or contributions from a previously sought office.
  • A consultant with multiple campaigns.  Consultants should member code their multiple campaign interactions and contributions imported into their platform - this is how the privatization functions within the calltime app itself.

To filter your dashboard by Member Code follow the below steps:

  • From your dashboard, select Member Code

  • Then select the Member Code from the dropdown

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