Features in this article may not be included in every Funraise plan.
To save a list of Orders:
- From Transactions > Orders, click ADD FILTER to specify which Orders should be added to the list. A list requires at least one filter.
- Enter a List name. A list name is required.
- Click the Filter box Actions Menu (3 dots) and select Save List.
To access your Saved Lists of Orders:
- From Transactions > Orders, click LISTS in the top navigation.
- Find your list, click the Actions Menu and select View Saved List.
Good to know
Funraise saved lists are dynamic. This means that when new Orders are created that also meet the parameters for your list, they will be added to the list automatically.