Demonstrating how to personalise views using filters and use query rules in Charity Hub to find and segment any charity CRM data.
Charity Hub from Preact is a ready-to-use application built on the Microsoft cloud platform that boosts capacity and increases engagement by connecting data and streamlining supporter management processes.
0:00 Introduction
0:11 Applying filters to a donations view
1:44 Adjusting the sort order on a view
1:55 Adding columns to a view
2:27 Saving a custom view
3:05 Building a query using related entities
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💻 https://www.preact.co.uk/charity-hub
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