New query fields in web view

New

We’ve introduced two new query fields into web view: Address Processing and Consecutive Years Giving Summary.

  • Address Processing fields help you identify the best address for individuals and organizations.
  • Consecutive Years Giving Summary fields help you find constituents who have given gifts in consecutive calendar years.
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Comments

  • Carlene Johnson
    Carlene Johnson Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 First Reply

    Consecutive Years Giving Summary is dreamy. Could you provide more information about how the filters on that summary field affect the outcome?

    Does Consecutive Years Giving only work for calendar years as stated above? Or can this field be used to identify folks who have given consecutively across fiscal or school years?

    I want to be sure I fully understand the logic that underlies how this field calculates. Thanks!

  • It would be great to see real examples with the logic underlies for both fields. Thanks.

  • Elizabeth Johnson
    Elizabeth Johnson Community All-Star
    Tenth Anniversary Kudos 5 First Reply All-Star Challenge: End of Year Fundraising Toolkit

    @Robert MacDonald Not too late for the examples here - not sure if you saw the request ;)

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