How to Configure Which Records to Include in the Search Results

Solution ID: 291504
Product: RecordRadar
Published: 12/01/13
Description: How to configure which records are to be included in the search results
Environment: All
Version: All

Answer:

Open the plug-in from the Raiser's Edge Plug-Ins screen to display the RecordRadar screen. To access settings and set criteria, click the Criteria link.

In the Criteria window, select which records are to be included in the search results.

Include Constituents

If the search is to be limited to only certain records (for example, recent donors), select this option and click the … button to choose a query. If the search should evaluate all records, clear the selection checkbox.

Exclude Constituents

If the search should not consider certain records (for example, board members), select this option and click the … button to choose a query. If the search should not exclude any records, clear the selection checkbox.

For more information on RecordRadar, please review the User Guide for RecordRadar

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