As a GiftWorks org user, now when you want a predefined donors Smartlist based on their giving level, you can do so quickly and view a SmartLists report of all donors grouped by their giving level in GiftWorks. As shown below the listing of Constituents have been grouped for your convenience by their Giving level. These Given levels can be customized by you in the application ensuring you get all the information you need with minimal effort.
When you expand each group, you will see the information displayed to you under the below Columns in the Smartlist:
- Giving Level
- Constituent ID
- Constituent First Name
- Constituent Last Name
- Constituent Display Name
- Total Payments
- Address 1
In the below image, you will see 4 giving levels specified in your options section of the Smartlist. What is great here is that you can in fact enter up to 8 unique giving levels allowing you to correctly identify which category your existing Constituents fit into on the Giftworks database.
If you have any questions, please contact our Customer Care Team by email at firstname.lastname@example.org or call us at 800-687-8505 opt 2 opt 4.