How do I filter my contacts by contribution?
If you want to filter through your contacts to see which has made or has not made a specific contribution, you would need to:
1. Go to the Contacts tab in your CRM and select Add Filter.
2. Select Contributions from the drop down.
3. You will then be able to include any contacts who have contributed or have not contributed by selecting the criteria within this filter.
The contributed filter includes: Amount, Date, Payment Method, Status, Recurring, Refcode, Batch, Source Code, Form, and Notes
For example, you can filter for contacts who have not contributed more than 30 days ago, or contacts who have contributed in total between $500 and $1000 more than 30 days ago.
4. Select Apply Filter to see the results.