Queries
UNDER REVIEW
A query is a question such as "How many constituents gave $100 or more in the last six months who live in Texas?" Using this criteria you can build a query to search Aegis CRM for the records that meet the criteria. The query results can be used in different ways such as adding to the Home page or exporting for use in other applications.
Query Types
The table below identifies the different query types available in Aegis CRM and includes a description, example, and the type of results available for the query. Click a link in the Query Type column for additional information about that query type.
Query Type | Description | Example | Result Type |
---|---|---|---|
Activity queries focus on inbound correspondence with your partners. Donations, orders, and non-zero-dollar responses are all represented in the Activity Query Type. Activity queries are also used to drill down to find out specific information about Contacts, Batches, and Appeals as they relate to incoming transactions. |
Activity Value is greater than or equal to $5 AND Activity Date is greater than or equal to 6/1/2007 AND Activity Type is not equal to Pledge |
Gifts |
|
Find detailed information on appeals, such as acknowledgement and packages, grouping options, and general appeal status. |
Appeal Date is greater than or equal to 6/1/2007 AND Active is equal to True AND Appeal Type is equal to Solicitation |
Appeals |
|
Find information on specific appeal segments, such as Description, Mail Count, Segment Cost |
Appeal ID is equal to OC3DV0408 |
Appeal Segments |
|
Contact Flags are custom fields added for your specific organization. |
Flag Description is equal to Quarterly |
Contact Flags |
|
Find information on specific batches, such as Amount, Date, Type, Status, etc. |
Batch Date is equal to 6/1/2007 AND Operator is equal to T Myers And Batch Status is equal to Reviewed |
Batch Details |
|
Find gift information on a specific campaign, such as Date Gift Received, Gift Value |
Campaign Name is equal to BG31C |
Gifts |
|
Find information on changes made to contact records, such as an address changes, custom data field changes, etc. |
Date Changed is greater than or equal to 6/1/2007 AND Modified Property is equal to Address1 AND Changed By is equal to Demo User |
Contacts |
|
Find information on constituent records within the database. This is also the query type used for Appeal Pulls. |
Date Joined Is Greater than or Equal to 6/1/2007 AND Sum of Gifts in Last 12 Months is Greater than or Equal to $5 AND State is Equal to IL. |
Contacts |
|
Used in conjunction with the Day Closing function, this query type provides summary information on batch deposits. |
Deposit Date is equal to 6/1/2007 |
Deposit Details |
|
Find gift information for a specific fund, or group of funds. |
Fund ID is equal to 2005 Fund |
Gifts |
|
Find information on non-zero dollar, non-pledge transactions, such as Date Received, Batch Number, Appeal ID |
Date Received is greater than or equal to 6/1/2007 AND Gift Value is greater than or equal to $100 |
Gifts |
|
Find information on inventory items, such as Location, Price, Fair Market Value, Reorder Levels |
Active is equal to True |
Inventory Items |
|
Find information based on donations only. No order or other non-donation transactions are included |
Appeal ID is equal to 0C3TC AND Gift Date is greater than or equal to 6/1/2007 |
Gifts |
|
Find information about order transactions, such as SKU's , purchases, fair market value, etc |
SKU is equal to CBA1112 |
Invoice Items |
|
Find information about order transactions, such as transaction totals, appeal trends, etc |
Appeal ID is equal to OC3TC |
Invoice Items |
|
Find information based on solicitations, whether direct mail, telephone or email, with the exception of response or acknowledgement letters. This will return all constituents that receive the solicitation, whether they reply or not. |
Appeal ID is equal to OC3HC0908 |
Contacts |
|
Find information based on response or acknowledgement appeals. |
Appeal ID is equal to OCSC2010 |
Contacts |
|
Find information on appeal packages, such as which packages are assigned to an appeal, costs and counts, etc. |
Appeal ID is equal to OC1FD |
Gifts |
|
Find information on what types of payment methods were used by constituents, such as Checks, Cash, Credit Cards, etc. |
Payment Type is equal to Credit Card and Payment Date is greater than or equal to 6/1/2007 |
Gifts |
|
Find information on pledges made by your partners, such as original appeal, income generated from pledge payments. |
Date Pledged is greater than or equal to 6/1/2007 AND Active Pledge is equal to True |
Pledges |
|
Find giving information on Regional Development Director (RDD) assignments |
RDD Name is equal to Planned Giving Officer AND Activity Date is greater than or equal to 6/1/2007 |
Gifts |
|
Find information on specific user activities |
Operation is equal to Create AND Time Stamp is greater than or equal to 6/1/2007 AND Category is equal to Activity |
User Activity |
Note: Saved queries can be used as a template for creating new queries.
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