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