I would like the advanced search funtion to include a way for me to search for people who are on a specific list but might also have one of the other characteristics one can find on the advanced search page.
For example, I want everyone on List A who is also tagged with Tag Q.
Then I can know the overlap between the two characteristics.
This funcationality - finding the overlaps - is probalby something that should be included in every way of working with the data in the NB CRM.
Official response from NationBuilder Support
Update - see our advanced filter search for more info.
If you can create a filter instead of a list for your first group of characteristics, you can now do this in NationBuilder. Here's how:
- Do an advanced search for the people you would put on your list
- Click search
- Click the green "Create a filter" button that is above the results list
- Name the filter
- Go to the People tag
- From the Filter drop down, select your new filter (1)
- From the Tag drop down, select the tag name (2)
Your result list will be generated automatically.
Share this post
Showing 6 reactions
Sign in with