When reviewing records or generating lists, you may want to filter your People view using certain fields. The Smart Groups feature in Church360° Members can be used to organize your information without actually creating a saved group.
To use Smart Group Traits as a filter,
- While on the People view, expand the Smart Groups drawer by clicking the icon with three lines between the Smart Group and Column drop-down lists.
- In the dark area that shows, click "Add trait" to add parameters to filter your people list and use the drop-down menus to customize. Continue to add traits as you need. Your list will automatically update to reflect these filters.