Tip of the Week June 1, 2015

Use a Set to find records that have information in a spare field.

There may be times when you need to find all the volunteer records in your account that have information in a specific text field. For example, if you’ve been given the task of verifying the information in a field called School where you record the educational institution a volunteer attends, or attended last. It may be helpful to start by finding all of the records that have information in this field.

You can use the Sets feature to speed up this process. Simply make a Set rule based on the spare field that was used to create the field you need. Use the “does not contain . . .” option, leave the search field blank, and finish making your Set. You can now test the Setview the volunteers in the Set to see which records have information in the field you need. You can also limit a report to just the volunteers in the Set if you need a hard copy of the information.

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