NOTE: To merge queries, both queries must be the same query type (i.e. both need to be constituents queries or revenue queries).
  1. Go to Analysis > Information Library
  2. Search for one of the queries to merge
  3. Click the drop-down arrows next to it
  4. Click Merge
  5. Altru will pre-populate that query as Query A
  6. Under Query B, click on magnifying button and search for the second query
  7. Select the appropriate merge option using the buttons with diagrams. NOTE: After selecting the merge option the Description section will update with an explanation of the records
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  1. Under Description, enter a selection name for the merged selection
  2. Select the Select Output fields tab. By default, Altru will output the same Results Fields to Display as Query A.  Select additional output fields, as needed. NOTE: If you use it in appeal mailing, you do not need additional output, as you will define your merge fields in the mailing itself
  3. Select the Preview Results tab to see the results of the merged queries
  4. Go to Set Save Options tab and name the merged query
  5. Click Save and close to complete the merge
In addition to merging queries, you can merge two selections together as well. 
  1. Go to Analysis > View Selections
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  1. Under Tasks on the left side of the page, click Merge Selections
  2. In the Selection Record Type search window, click Search
  3. Choose the type of selections to merge
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  1. In the section labeled Build a new selection, search for and choose Selections A and B. NOTE: You can also expand the Selections folders on the left side of the window and drag the desired selections to the Selection A and Selection B fields
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  1. Under the Include records that are in section, select the merge option to use 
  2. Click Calculate Totals to see the sum of the records
  3. Enter a name in the Name field
  4. Click Save