November 2007
Volume: 6
Welcome to CampTrak Tips
 
Greetings!
Marcel Snow is going to be giving us regular insights and tips.

Tip 6 - I cannot seem to filter out the data I want?

 

If you are having trouble getting your data to filter the way you want. Try to remember back to your elementary school math when you learned groups and subgroups. Remember the logic of "or" and "and" statements. "Or" means that you want group A OR group B. "AND" means you want all of both group A AND group B.

 

In the CRM and the filters in the Record Information you are picking "AND" when you filter not "OR". Here are a couple simple examples:

  • If you want everyone marked as a Parent and also everyone who is marked as a Donor you would need to filter twice: once for the parents (tick them and untick everyone else) then again for the donors (tick them but do not untick all the ticked people).
  • If you want only those who are marked both as Parents and as Donors then you would only need to filter once: for everyone marked as a Parent "AND" as a Donor.

 

HINT: For a very complicated sort, draw it out in groups and subgroups to find the fastest, most accurate way to sort the information you want.

If you have ideas for tips, or would like to know more about a specific area in CampTrak, please email us at Support@CampTrak.com.

 

 

Thought for the week:

Give to us clear vision that we may know where to stand and what to stand for - because unless we stand for something, we shall fall for anything -Peter Marshall

 

 

 

 

 

Guess What!
 
SEE YOU AT CCCA IN SAN DIEGO!

Here is a couple of things that are comming soon:
  1. Group Event Registration:  Want to test it?  Email tony@camptrak.com
  2. Final Release of the Update
  3. Online Donor Tool
  4. Individual Events Online Registration update
  5. Native 2007 version of CampTrak

If you have ideas for tips, or would like to know more about a specific area in CampTrak, please email me at support@camptrak.com

Thought for the week:

Genius is 1% inspiration and 99% perspiration. -Thomas A. Edison

Tony Gambee
CampTrak
248.937.8592