Improved CRM Query Logic (OR Searches and Exclusion Filters) - Tue - Apr 21, 2026 - 11:08am

Chris Carrara
Tue - Apr 21, 2026 - 11:08am ⚬ 0 Comments Customers
---

The CRM now includes enhanced query logic that gives you more flexibility when building patron searches. This update improves how multiple selections are handled and introduces new exclusion options for refining results.

What’s new:

OR functionality for selections


Previously, when selecting multiple fundraising campaigns, the CRM only returned customers who matched all selected campaigns.


With this update, the logic now uses OR functionality. This means you can search for patrons who contributed to any of the selected campaigns (Campaign A OR Campaign B OR Campaign C).


This makes campaign-based reporting significantly more flexible and accurate for broader donor analysis.



image.png 27.76 KB



Exclusion filters


You now also have the ability to exclude patrons based on classifications and genres when building searches.


This allows you to refine results more precisely. For example, you can:


•  Exclude certain patron classifications 
•  Exclude specific genres or groups 
This helps you narrow down audiences while removing irrelevant or unwanted segments from your results.



image.png 34.12 KB



How to use the updated search logic




•  Open the CRM search tool. 
•  Select one or more fundraising campaigns, classifications, or genres. 
•  For campaigns, results will now automatically include patrons who match any selected campaign. You can also choose to return patrons who match all selected campaigns. 
•  For genres and classifications, you can now select Include, Exclude, or Not Used to further refine your results. 
•  Run your search to view updated results.

When to use this feature


You may want to use the updated query logic when:


•  Running broader donor reports across multiple campaigns 
•  Comparing performance across fundraising efforts 
•  Cleaning up segmented lists by removing specific patron groups 
•  Building more targeted marketing or outreach lists 

Things to keep in mind


•  Campaign selection now uses OR logic by default. 
•  Exclusion filters only remove patrons from the search query and do not modify their records. 
•  These tools are designed to improve reporting flexibility and search precision without changing underlying data. 

• Sign up today and start selling tickets Login