Car A is driving northeast at 35 mph and Car B is traveling northwest at 45 mph …
Luckily, Wilhelmina learned about two additional Raiser’s Edge features that can help her build complex groups: Query Merge and Query Lists. At first glance these features may look similar. And there certainly is some overlap in functionality. But both possess powers of their own! Let’s see what Wilhelmina has learned about these features and view examples of how she’s used them.
- Can be used with any type of query, but the 2 queries you are merging must be the same type
- Can merge only 2 queries at a time
- Resulting records are grouped in a new query – when you merge 2 queries, you get a third query
- Can add records, subtract records, identify overlapping records and either remove them or include only those that were in both groups
For another effort, Wilhelmina had configured 2 queries: Records With Total Giving Last Calendar Year of $500+ and Records With Lifetime Average Gift $100+. She has since been asked to identify the records that exist in both of these groups, for a special invitation her org plans to send. For this effort, Wilhelmina used the AND operator to merge the two groups and get the records she needed.
- Can be used with only constituent, individual, or organization queries
- Is based on a single query initially
- Once created, can then add or remove records found in other queries
- Can easily add or remove specific records
- Keeps a log of changes to the group and the number of records included
Stay tuned to learn about other Raiser’s Edge tools that Wilhelmina can leverage to streamline tasks.
Want to learn how to get more out of Query? Sign up for the Raiser’s Edge: Expert Data Segmentation with Query course today!