Constituents overview

The constituents tab is where you can manage records for all of the people and organizations that support your mission.

Basic name search

You can perform a quick search by constituent name from any page within LGL. The search form always appears in the upper right hand area of the page:

The general constituent name search looks for matching terms in any of the following fields: addressee, first name, last name, nick name, maiden name, spouse name, org name, internal ID (the unique LGL ID), and external ID (if the constituents were imported from another system).

Filters

Filters provide insight into your search results. All search filters are browsable and can be applied to or removed from any search by checking/un-checking their check boxes or clicking on their hyperlinked names.

Filters are entirely dependent on the current search, so if you narrow the results by a group like Alumni, then only the filters that are relevant to that search will be visible.

Each filtering section can be expanded or collapsed to conserve space. On larger result sets, some filters can have a lot of values. Initially, up to 5 filters display, but all can be seen by clicking on the More... link.

Advanced Search

Sometimes the basic search and filters are not enough to get you the results that you need. In such cases, you can use the advanced search functionality to combine multiple search criteria. For example, the search below will find constituents who gave a single gift of more than $1,000 in the last fiscal year.

You can add more search terms by clicking on the Add more criteria button.

List Management

Sometimes advanced queries by themselves are not enough. For instance, what if you want to put together a list for a mailing that includes all of your top 100 donors, plus anyone else who has donated within the last 12 months, excluding anyone who has expressed a desire not to receive mail? LGL makes this kind of advanced query possible by letting you build lists by combining (and subtracting) the results of several different searches.

With List Manager, you can add the constituents in any search and then refine it from there, selecting and deselecting constituents in bulk or one at a time. After that, your list can be used as a starting point for any query.

Constituent Details

LGL makes it easy to manage the people your organization is connected to and the relationships you are building. Each constituent details page provides a window into your complete history with that person or institution. You can access all of this information on the constituent details page.