Generally these places have an link, which is how you add the first and later criteria to your filter. The layout of the tool can vary, some displaying more options than others, depending on where the filter is being used.
The values you set here are the most efficient and fast. VSys first finds the people who match these criteria, and then further narrows them by any other filters you add.
Options here may include, depending on where the filter is used, , , , , , , , , , and .
You can add any number of additional filters to further winnow down the people who were selected in the initial criteria above.
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Filter on the presence, validity and completeness of addresses for this person.
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All/Any of/None of the contact flags you specify.
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"Include only those with a valid e-mail address" or "Exclude those with a valid e-mail address".
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"Include only those with a valid phone number" or "Exclude only those with a valid phone number".
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Comma-delimited lists of states and counties. Only people with addresses matching both of these fields are included.
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List one or more zip/postal codes, separated by commas. People who have any address with one of these zip/postal codes will be included.
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Given one or more zip/postal codes separated by commas, VSys finds any other zip/postal codes within the given distance of these, and which are in the states/provinces that you provide. It then goes and finds all people who are in any of this larger list of zip/postal codes.
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Requires the presence of specific types of custom application forms during the dates you specify.
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Minimum and maximum creation dates.
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Minimum and maximum dates for the person's start date.
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Minimum and maximum last changed dates.
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Person must have one or more of these as his additional groups.
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Person must have one or more of these as his additional types.
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Person's primary group must be on this list.
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Person's primary type must be on this list.
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Count of completed assignments (hours records) between the given time period. An hours record for 15 minutes counts as one completed assignment, one for 12 hours counts as one assignment. Leave the start date empty for no minimum date, end date empty for no maximum date, or both empty for any dates at all.
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Date range for the date of the very earliest hours record posted for this person.
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Count of volunteer hours during a given time period, optionally filtering on job.
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Date range for the date of the very last hours record posted for this person.
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Count of months during the given time period in which the person did some minimum number of hours, optionally including bonus hours as qualifying.
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Count of years during the given time period in which the person did some minimum number of hours, optionally including bonus hours as qualifying.
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Count of job assignments filtering by date, job, type, status, etc.
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Person must have an assignment or be checked in for a job as of the date and time you select.
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If the person has been specifically excluded from doing one or more of the jobs you select.
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Either or both of a job association or job assignment for one or more jobs on a given date or in a date range.
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Presence or absence of job associations with specific criteria.
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Count of missing assignments between two dates.
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One or more recurring assignments whose extension date is between two dates.
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People with these supervisors either for job associations or assignments.
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Sum of records in the given accounts during an optional time period is within a given range.
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Count of account records in given accounts and types during an optional time period.
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Available on specific dates/times.
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Received awards of specific types.
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Has one or more certifications of the selected types. Allows filtering on the detailed values within each certification.
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Either those with or without comments of specific types during a time period.
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Person has interview of specific kinds, statuses, results and dates.
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Person has been sent or not sent letters. Allows detailed filtering on the letters themselves.
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On of a specific set of lists.
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Presence of mandates with specific criteria.
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Presence of memberships with specific criteria.
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Has or does not have a valid credential/name tag.
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Presence or absence of relationships of specific kinds.
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Responses that this person has made to specific questions using surveys. Anonymous answers are not considered here.
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Has or does not have training. Allows detailed filtering on the trainings themselves, including status.
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Person's age on the current date.
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Person's communication language, regardless of any other languages he/she speaks.
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Requires that the person have a Company field which begins with the value here. Note: this is not a relationships search, it works solely on the Company field in the profile editor.
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For any global or project custom field, lets you specify the values or absence of values for that field.
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Specifies the valid range for the person's DOB. To send out birthday post cards, check the box Ignore year portion of date. Then set a DOB range from 01/01/2001 to 01/31/2001, and all people who were born in January of any year are included.
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or . This refers to the person's portrait photo.
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, , and .
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of the job preferences you set. You can require that these preferences are in a certain rank range, and so include only people who have them at the top of their preferences.
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of these languages. The person can have this as his primary or additional languages and qualify.
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and .
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Advanced filters on the aspects of a person's name:
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Person's primary language, regardless of any other language he/she speaks.
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If VSys security is enabled, filters for including and excluding security users by status, superuser status, and user IDs.
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of these skills
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of these special needs/requests
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of these volunteer sources
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of these volunteer types
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"Include only entrants requiring a wheelchair" or "Exclude entrants requiring a wheelchair"
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All/Any/None filters on the person's registration within a checklist of projects with specific roles
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Include or exclude people based on their registration within any projects within a date range
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Include or exclude people on their status: "Active", "Inactive", "Prospect" or "Applicant", etc.
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"Exclude archived people" or "Include only archived people"
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"Include people on banned list" or "Exclude people on banned list".
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"Include only deceased people" or "Exclude deceased people"
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"Include only inactive people" or "Exclude inactive people"
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Date range for the person's "Inactive date" field.
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Date range for the person's "Inactive followup date" field.
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"Include only placeholder people" or "Exclude placeholder people"
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Things that have been done/to this person.
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Things that this person has done as a signed-in user of VSys.
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Transitions (changes) of the person's active status, gender, group, type, volunteer type, deceased, banned, or archived properties.
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Requires that the number of full years between the current date and the person's Date started be within a certain range.
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Include or exclude people who are currently logged in via the touchscreen/kiosk or were on a particular date.
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"Only people with a kiosk account" or "Exclude people with a kiosk account"
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"Only people with a kiosk or web account" or "Exclude people with a kiosk or web account"
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"Only people with a web account" or "Exclude people with a web account"
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