Doing/Saving searches in the Cloud (Donor Lookup)
In this example, we are looking at a specific connector's donor data within a time frame.
Starting in My CRM-click on the Dollar sign.
Here you will be presented with a series of possible filter options. Make sure to click the option required with the required filter. In this example, select Donation Connector is equal to "Greg Whitfield"
For the second option we will select Donation date between 5-1-2016 to 5-26-2016
For the next option, please click on add a new condition. Select Donation and Account #
Here you will be able to select your account number. Click on search
Here is your filter! In order to save it, click on the Gear and select Save/Delete Search, and name it. It will then save the search to the My Saved Search icon (magnifying glass with the word My in it)
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