Overview
This article is a glossary of terms used within Kindful as it pertains to common terms and menu items.
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There are two types of filters in Kindful: Activity Filters and Contact Filters. Activity Filters are limited to searches on the Activities page, and search for specified criteria. Below is a glossary of these filters.
Acknowledged: Yes/No | Displays activities that have either a Yes or No status for acknowledged. |
Activities Created by Import | Displays activities created by a particular import job, filtered for by using the import job ID found on the Import Data page in Kindful. |
Activities Created by Integration: Quickbooks | Displays activities created by Quickbooks that have since synched into Kindful. *Of note: this filter only appears in accounts which have synched with Quickbooks |
Activity Type | Displays given activities for chosen type (All Soft Credits, All Transactions, Canceled Pledge, Canceled Recurring, Cause Notification Email, Changed Recurring, Completed Pledge, Eventbrite Registration, Mailing, Message, New Recurring, Non Cash Gift, Note, Pledge, Registration, Shopify Order, Soft Credit, Transaction) |
After Date | Displays activities that occur after a specified date. |
Amount Greater/Less Than | Displays transactions including and greater/less than the amount specified. |
Assigned to Recurring | Displays all transactions associated with a recurring transaction. |
Automatically Rebilled Recurring | Displays any creation or update activities linked to an automatically recurring (online) transaction. |
Before Date | Displays activities that occur before a specified date. |
By Batch Entry | Search for transactions associated with a particular batch. By default, batches have a name of "Date - 1" (the number ascending if there are more than one batch on the same date), but if you have a custom name, you can search for that here too. |
By Campaign | Displays activities associated with a particular Campaign. The options will list all active campaigns in Settings > Campaigns. |
By Campaign Code | Displays activities associated with the Short Name of the campaign. |
By Cause | Displays activities associated with one of your Crowdfunding pages. |
By Contact | Displays activities associated with a particular contact. As you type the name, the results from your existing contacts will narrow down for you to select the desired contact from the drop down. |
By Designation | Displays transactions assigned to a particular designation. Only for accounts with Quickbooks integration enabled. |
By Event | Displays activities associated with a particular event. Only for accounts with Eventbrite integration enabled. |
By Fund | Displays activities associated with a particular fund. All active funds can be found in Settings > Funds. |
By Team | Displays activities associated with a particular Crowdfunding Team. |
By Team Member | Displays activities associated with a particular Crowdfunding Team Member. |
Card Type | Displays transactions associated with a particular card type, including ACH transactions. |
Expiring Recurring | Displays “created” or “updated” activities related to the recurring transaction occurring within the next number of days. |
First Transaction | Displays transactions that are first-time donations. |
Has Address | Displays activities from contacts with:
Or (no) no data in the address field
|
In Month | Displays activities in a specified month (Jan - Dec, any year). |
Mailing Status | Displays a list of all emails sent from your connected Email Marketing Solution that have had a Link Clicked, Mailing Bounced, Mailing Forward, Mailing Open, Mailing Opt Out, or Mailing Share |
Manually Rebilled Recurring | Displays creation and update activities for Offline Recurring Transactions. This is not a default option for all Kindful accounts. |
Pledge Status | Check the Status of entered Pledges : Open, Completed, Canceled, Past Due *of note "Has pledge status" is the contacts filter equivalent and will not work on the activities side |
Pledge With Due Date: | After, Before, Between, On |
Pledge Payment | Yes or No |
Prior Week/Month/Quarter/Year | Displays activities that occurred in the prior week, month, quarter, or year. |
Recurring On | Displays recurring transaction activities that occur on the date you specify. |
Refunded Transaction: Yes/No | Displays transactions that have been refunded -- or have not been refunded. |
Saved | Specify any filter sets you have saved. |
Split Children: Yes/No | Will display or hide split transaction children. When a single transaction is split between more than one campaign, the original transaction is the "parent", the splits are the "children". |
Split Transaction: Yes/No | Displays all transactions that have been split -- will show parent and children transactions |
Successful Transaction: Yes/No | "Yes" displays transactions that have processed successfully. "No" will display only declined transactions. |
Tax Deductible: Yes/No | "Yes" displays transactions with any tax deductible amount. "No" displays transactions with 0 tax deductible. |
This Fiscal Year | Displays activities occurring within the current fiscal year. Fiscal year varies from account to account, and can be configured in General Settings. |
This Week/Month/Quarter/Year | Displays activities that occurred in the current week, month, quarter, or year. |
Today | Displays all activities that occurred today. |
Transaction Type | Displays transactions with the specified type (e.g. Cash, Online Credit, Square). |
Transactions Linked | Displays transactions syncing with a particular integration. Note: not every integration is compatible with this filter. |
Transactions Out of Sync | Displays transactions that have previously synced and now are not syncing or updating with a particular integration due to data changing in Kindful or the accounting period being closed (as with Quickbooks). Note: not every integration is compatible with this filter. |
Transactions Not Linked | Displays transactions that are not syncing with a particular integration. Note: not every integration is compatible with this filter. |
Transactions Ready to Sync to Quickbooks | Displays transactions that have not yet synced with Quickbooks, but are awaiting a sync be kicked off. |
Transactions Synced to Quickbooks | Displays transactions that originated in Kindful and have already synced to Quickbooks. *Of note the past tense spelling of the word sync Kindful uses is "synced" without the "h." Though synched is a common alternate spelling, using the "h will not pull up the filter. |
Transactions Without Designation | Displays transactions that have not been assigned a designation. This means that the designation has not been explicitly set on the activity, and it does not have a default designation on the campaign. These transactions will not sync to Quickbooks. |
With Answer | Search for select-type (drop down menu) campaign custom fields. Contact custom fields are represented differently, and you can search for them by name instead of using "With Answer". |
Yesterday | Displays all activities that occurred yesterday. |