How do I query on donors with a certain Affiliation?

Your database may utilize a user defined field called Affiliation to track how a constituent is affiliated with your organization. At times, you may need to query on those accounts with a specific affiliation selected if you need to find a certain group for a mailing/report/etc.
You can find all constituents with a specific affiliation chosen in their accounts by following these steps:

1. Click Queries
2. Select a category to store your query in (Ex: Base)
3. Name your query
4. Set the Query Category to Base and the Query to All Constituents
5. Set the Data Return Type to Accounts
6. Set the Criteria Matching to Match each criteria (Note: if you wanted to find someone with X affiliation OR Y affiliation, you would set the Criteria Matching to Match at least one criteria)
7. Under Browse Fields select UDF: Constituent from the drop down box
8. Click Affiliation
9. Check the box next to the Affiliation you want
10. Click Save and Preview

Environment

 eTapestry

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.