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Author Topic: Search help for creating a smart group  (Read 1131 times)

jkirsner

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Search help for creating a smart group
January 07, 2013, 12:36:36 pm
I am trying to create a smart group that includes all contacts that have made a donation in the past 30 days (or something similar: it cannot be the previous month, it could be this month and the previous month) and that DO NOT belong to a specific group. How do I exclude everyone of that specific group? Why is this not a search function in CiviCRM?

JonGold

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Re: Search help for creating a smart group
January 07, 2013, 12:51:02 pm
Hi jkirsner,

This is possible, but not through Advanced Search.  You can do it with a two-step process.

* First, create the smart group of folks who have donated in the last 30 days.
* Next, in the Search menu, select "Custom Searches" at the bottom.
* Select "Include/Exclude Search".

From there, you can select your donor group and exclude the second group.

To answer your question of why this isn't available in Advanced Search - it's because no one has coded it yet!  While it would certainly benefit folks to be able to do this with fewer steps, few people are willing to undertake the work to do it when there's an available workaround.  I took a look into this once, and realized it would be a major undertaking, so decided to focus my limited resources elsewhere.

Jon
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jkirsner

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Re: Search help for creating a smart group
January 07, 2013, 01:04:51 pm
That worked perfectly, thank you so much!

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • Search help for creating a smart group

This forum was archived on 2017-11-26.