Filtering by Smart Group Traits

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When reviewing records or generating lists, you may want to filter your 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,

  1. Expand the Smart Groups drawer by clicking the icon with three lines to the right of the Smart Group drop-down list on the right side of the view.
  2. 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.

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