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,
- 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.
- 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.