For me it is hard to zero in on the best Genealogy filters because many of the filters are very powerful and helpful.
There are two major sections of the Genealogy that can be combined for great insight as well as communication. There is the Sort section, and there is the Filter section.
The Sort allows you to see the list in ascending or descending order depending on the sort choice. My favorite is "VersaPoints (This Month) dsc". This brings the active affiliates for the month to the top.
The next very quick and powerful filter is the QuickFilters drop down box. Here you can see very valuable pre-designed filters for many of our needs. Who are the new people, who are inactive people (and for how long), who were new yesterday, etc. It is actually fun to see all the possibilities.
If you study what shows up in the Filter section above after you have made your quick filter choice, you can teach yourself how to create other filters that will display the affiliates that you want to contact for just about any reason.
Be sure to check all the other tabs (not just the Basics tab) right above the produced affiliate list. Many miss all the important data and communication features available on each of the different tabs.
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For me it is hard to zero in on the best Genealogy filters because many of the filters are very powerful and helpful.
There are two major sections of the Genealogy that can be combined for great insight as well as communication. There is the Sort section, and there is the Filter section.
The Sort allows you to see the list in ascending or descending order depending on the sort choice. My favorite is "VersaPoints (This Month) dsc". This brings the active affiliates ...more
