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Custom Views

MinistryPlatform churches can create their own custom page views (filters) with the Advanced Search Tool or knowledge of SQL. Occasionally, a church can imagine a page view that they are unable to create with the Advanced Search Tool or their SQL knowledge/skills.

Example Scenario

A page view listing donors who are part of the numbered envelope mailing who are now giving online. Include those whose spouse is giving online as well.

In the above example, the church wants to remove these donors from the numbered envelope mailing. The church wants this view to be located on the Donors page because that is the page from which it is easiest to mass update a selection of donors removing them from the envelope file mailing. This view will be complicated to make because it must reference information on another family members record.

In a situation like this, the church can create the view with the criteria and columns it wants and then send an email to Support including the details outlined in Free View Assists. If your view qualifies for a free assist, we will log in to the church's system and add the complex criteria in the setup area. If not, we will provide you an estimate.

Note: As a courtesy, the Professional Services Team will help each church with two free assists per month (if the request is applicable) at no charge. Consult your Service Level Agreement for hourly rates which will apply after your second free assist each month or for non-qualifying custom view requests. Email Support with your free assist request.