DonorWise
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Successive Lookups

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Successive Lookups

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Successive Lookups

Multiple lookups can be run in succession to narrow down the results. For example, successive lookups could be written to find just donors, then among those donors who live in a certain city.

Writing a Successive Lookup

In this example, we want to find all donors who have given at least 100 in the last year and live in a certain city.

1.Lookup all donors in the city.

Menu Path: Lookup | By Field

Relationship

Replace the current group

Field

Mailing City

Comparison

begins with

or

is exactly

Value

Enter the name of the city or select it from the drop-down list.

Press the <OK> button.

The <Current Group> is now all contacts whose mailing address is in that city.

2.Find within that group those donors who have given 100 or more last year. (Note that DonorWise interprets this as given any single gift of 100 or more, not total giving of 100 or more).

Menu Path: Lookup | Donor | By Donations Given

Relationship

Lookup within the current group

From

Enter the start date (such as January 1)

To

Enter the end date (such as December 31)

From Amount

100

To Amount

Leave blank. This tells the software to find any amount above 100.

Result

The Current Lookup shows two filters and the resulting Current Group.




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