Search Kit Exercise

Create a search kit with the following criteria:

  • List the name and phone number of everyone in the database (Hint: Add "Contact Phones" Entity)
  • List the name and phone number of everyone who has made a completed contribution (Hint: Add "Contact Contributions" entity)
  • List the name and phone number of everyone who has made a completed contribution OR is in the Donor Prospects group (Hint: Click "And" drop down and change to "Or")
  • List the name, phone number, biggest donation, and date of last donation for: everyone who has made a completed contribution OR is in the Donor Prospects group (Hint: Under "Group By" select "Contact Id", then look in "Field Transformations").

Category: 
Search