Charity Hub - Using Filters & Queries to Customise Views & Segment CRM Data
If you're using Charity Hub to manage your CRM data, this tutorial is here to help you fine-tune the way you view and segment your data. By leveraging the power of filters and query rules, you can customize views and segment your data in ways that enhance your productivity and give you a better understanding of your organization's performance.
This tutorial demonstrates how to use filters and query rules to create personalized views tailored to your specific needs. Whether you're looking to segment your data by donor type, donation amount, or any other criteria, Charity Hub's robust filtering capabilities make it easy to visualize the data that matters most.
So whether you're a seasoned Charity Hub user or just getting started, this tutorial equips you with the tools and techniques to customize your views and segment your CRM data in new and exciting ways.
Check out the video tutorial to get started.
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