Filtering by Smart Groups

To filter the People view, you can use the Smart Groups feature to define your view to see only people who fit a certain set of criteria. 

Smart Groups clusters people together based on their traits. 

1. In the People view, select the Smart Group you wish to view by clicking on the Smart Groups drop-down menu.
2. Select an existing Smart Group to begin filtering the list. Church360° Members will automatically filter your view based on the Smart Groups criteria.
3. To create a new Smart Group or edit an existing Smart Group, click on the Smart Groups drawer (hamburger symbol) located to the right of the Smart Groups drop-down menu.
4. Clicking “Add trait” will allow you to narrow your Smart Group. You can add as many traits as you wish.
5. When your Smart Group is completed, click the “Save” button.