Project

Contact category fields

Filter by the characteristics of your contacts that are entered into your Contact Forms.

• The Contact category fields section has a filter for each populated field that appears in at least one of your Contact Forms

Progress & Survey fields

Filter by the progress data stored about your contacts and their survey responses.

• The Progress & Survey fields section has a filter for Progress Trackers

• For Use the Min and Max quantity ranges to filter Attendance Trackers.

  

  • For example, to filter responses from contacts who attended less than 5 sessions,

    • open the Session Attendances filter

    • set the Max number to 5

    • leave the Min field blank

    • then click Apply

• For Multiple Choice trackers: Select the Answer Choices you want to filter for and then click Apply