Utilizing the Query Results
Once you have a customized the resulting list of your query you can use the list for multiple purposes.
Options
Export Data
The Export Data button will give you multiple options for how to export the resulting data.
Result Options
The Results Option will give you additional options for utilizing the results of your queries.
- Income. You can click on the Income entry to load various income and donation information about the constituents returned by your query such as last donation, previous to last donation, last pledge donation, largest donation, etc. You can also choose to mark the income as Acknowledged.
- List Options. From the List Options menu, you can create new lists with the results of your query, or add the results of your query to an existing list.
- Relationship Options. You can use the Relationship Options menu to display all relationships and counter relationships for the members of your returned list.
- Load Tags. The Load Tags menu option will allow you to load all tags associated with the results of your query. You can also add or delete tags from the results of your query.
Letters
The Letters button will allow you to print letters for the resulting constituents on your query. When you click on the Letters button, you will be able to select a letter template to print, and then print that letter for all the results of your query.
The Email button will allow you to send emails to the resulting constituents of your query. When you click on the Email button, you will be able to select an existing or create a new email template, and send that email to the results of your query.