Navigating The Constituent Module
The Constituent Module consists of three primary components: search, view (table), and the detail sidebar.
To navigate to the Constituent Module, select "Constituents" from the navigation menu.
When you initially access the Constituent Module, no constituents will be displayed. To find and view specific constituents, you can utilize the search function located on the left side of the module.
By using the search function, you can enter specific criteria or keywords to narrow down the constituents you are looking for or filter based on certain parameters. This allows you to search for a particular constituent or a set of constituents that match your search criteria.
Once you initiate a search, the table view will populate with the constituents that match your search criteria. The table view provides a comprehensive overview of the search results, displaying relevant information about each constituent in a tabular format.
To access more detailed information about a specific constituent, you can select their record from the table view. This action will open the detail sidebar, where you can view and edit the specific details, attributes, and interactions associated with that constituent.
Searching
The constituent search in the Constituent Module offers several filters that you can combine to create detailed searches. Here are some key options:
Personas, Centers, and Schools: These are predefined lists from which you can select options to filter constituents based on their associated personas, centers, or schools. This allows you to narrow down your search to specific categories or groups.
Membership Status: You can select a specific membership status to search for participants who have that particular status. This filter enables you to find constituents based on their membership status within your organization.
Data Quality Filters: These filters help you locate constituents with missing data. By utilizing the Data Quality filters, you can identify and address any gaps or incomplete information in constituent records.
It's important to note the following:
When searching through lists such as Centers, you can start typing to find the specific center you're looking for and press Enter to select it. Alternatively, you can navigate the dropdown list using the arrow keys on your keyboard.
If you wish to clear the contents of a filter field, you can do so by either pressing the ESC key while the field is focused or clicking the 'X' icon within the input field.
By leveraging these search filters and options, you can craft detailed searches to find specific constituents or narrow down your search results based on various criteria within the Constituent Module.
Sort & Filter Results
To refine the results listed in the constituent table, you can utilize the filter input located at the top of the table. Simply enter your desired search criteria in the filter input, and the table will dynamically update to display only the constituents that match your specified filters.
In addition to filtering, you can click on any of the column headers in the table to sort the table based on that column.
Furthermore, you have the flexibility to resize the columns in the table as needed. You can adjust the width of a column by clicking and dragging the column boundary, allowing you to customize the display of the constituent data according to your preferences.
By using the filter input, sorting the table based on column headers, and resizing columns, you can effectively manage and view the constituents in the table view of the Constituent Module, enhancing your ability to find, organize, and analyze constituent data.
Batch Actions
In the Constituent Module, clicking on a single record in the Constituent Table will open the sidebar summary for that particular constituent. The sidebar summary provides a condensed overview of the constituent's details, allowing you to quickly access and review their information.
However, when you select multiple records by clicking on them in the Constituent Table, you unlock the ability to perform batch operations or actions on the selected list of constituents. Batch operations enable you to apply actions simultaneously to multiple constituents, saving time and effort.
It's important to note that certain actions are only available when selecting a specific number of constituents. For instance, the merge action, which combines two constituents into a single record, will only be displayed when exactly two constituents are selected. If three or more constituents are selected, the merge action will not be available or visible.
This approach ensures that the appropriate actions are presented based on the number of constituents selected, preventing any confusion or unnecessary actions that may arise when attempting to perform an action on an incompatible number of constituents.
By providing batch operations and dynamically adjusting the available actions based on the number of selected constituents, the system streamlines your workflow and ensures that you can perform actions efficiently and effectively within the Constituent Module.
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