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Attention Davie Users!

Using Davie Filters

 

Many areas in Davie that display lists or rows of information have filters built in (such as a Site Filter) that control which items are displayed or hidden. Areas that use filters in Davie include:

 

  • Constituent Record tabs: Documentation and Interactions, Communications, Prospect, Revenue
  • Communication Processes
  • Event Calendar and Event Record tabs: UNC Invitees and Registration, UNC Registrations Export, Pending Registrations
  • Information Library and Import Selections
  • Export processes

 

Filters default to the last used settings, so if you are unable to find an item always remember to check the filters first. Use the Filters button to view the yellow box of filters available to be manually updated, or else click Reset or Clear All Filters to ensure you are viewing all.

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