Familiarize yourself with sorting and filtering by completing these 3 steps in your environment:
- Sort a List: Navigate to Lists > Constituents. Click the City or State column header to sort your donor list. Observe how the directional arrow changes to indicate ascending or descending order.
- Apply a Filter: Click Filters + at the top of the list. Type a common letter or partial name (like “Sm” for Smith) into the Name field, check the box for Donor, and click the blue Filter button. Review your narrowed list of results.
- Clear the Filter: Notice that your list is currently restricted. Click the blue Clear button at the top of the filter panel to reset your view and display all constituents in your database again.