Below are key concepts that will help you understand about the way your Management System works. Please read this carefully.
Filter Bar
| □ | When you login to your Thriva Management system, in the upper left corner of your screen is the Filter Bar. When you click on "View Entire Database" or have applied a filter, this displays the number of accounts, participants, and registrations that are in your current filter. |
| □ | Almost everything you do in the management system is affected by your current filter. Filters are used to narrow the group of accounts, participants, and registrations you are viewing. When you send an email from the Communications Center, it will be sent to everyone in your current filter. When you run a report in the Report Center, it will report on everyone in your current filter. If you don't have a filter set and you run a report, it will report on everyone in your database. So being aware of who is in your current filter is important at all times. |
Current Filters
| □ | Just below the Filter Bar, you will see the Current Filter area. This is where you can see which filter(s) you have added. If you have no filters added or applied, it will say 'No Filters Applied' . The top of the Filter Bar will also have a "View Entire Database" button. If you do have a filter queued, it will say the name of the filter, and there will be a small red 'X' next to the name of the filter (so that you can remove it). To apply this filter, press the "Apply Filter(s)" button at the top of the Filter Bar. |
| □ | To load a filter, select the type of filter from the first drop-down list where is says 'No Selection'. The first filter type in the list is Custom Filters, and all other types below that are the Quick Filters that we have created for you, such as Seasons, Locations, Events, etc. Once you've chosen the filter type, a second drop-down list will appear and populate with a list of filters from which to choose. |
| □ | Select the filter you want and click the 'Add' button. You'll notice that there will be a button at the top called "Apply Filter(s). Also, the name of the filter will appear under Current Filters with a small red 'X' next to it. You can add additional filters by selecting them and clicking the "Add" button. Too apply your filters, click the "Apply Filter(s)" button when you are done with setting up your filter configuration. |
| □ | There are two basic types of filters: Custom Filters and Quick Filters. Custom Filters are customized filters that you create in the Filter Center. Quick Filters are ones that we have already created for you. |
Search For
| □ | Underneath the Current Filters area is the 'Search For' area. This allows you to look for a specific person in the database. Searching by last name is usually the most efficient way to find someone. First, set the drop-down list to either Accounts or Participants (you may be using different terminology). Then type their last name in the box and click the 'Search' button. A list of names that meet that criteria will appear below. Note that only people who meet the criteria of your current filter will show up, so if you can't find someone who you know is in the database, try removing your current filter. If you would like to see a list of all the names in your current filter, leave the 'Search For' box blank and click the 'Search' button. Only 1,000 names will show up at a time. |
| □ | There will be a note on the right hand side of this area letting you know if you are searching the entire database or searching your current filter. Please note that even if you have not loaded your entire database, if you have no filters applied you will be searching your entire database. |
For more information on Filters and customizing your search criteria, please view the video below:
