Filtering 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. Select Contributions.

2. 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, Wallet, Fees Coverage, Status, Integration, Recurring Series, Designation, Batch, Source Code, Member Code, Reference Codes, Contribution Page, External Form, Email Broadcast / Text Broadcast (if your team has those add-ons enabled), Raiser, Notes, Calltime List, Device, and Created By.

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.

3. Select Apply Filter to see the results.

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