Download GiftWorks 2008 Manual Text

The SmartList is now the combination of the two criteria sets, and any donor, donation, or pledge that
meets either criteria set is included.
A donor, donation, or pledge will only be included in the SmartList one time regardless of how many
criteria sets it meets. The SmartList definition screen automatically eliminates duplicates from the list.
Refining Criteria
Another way to modify your SmartList is to refine your existing criteria. You can do this by clicking the
Refine link to the right of any criteria sets. When you refine your criteria, you can append additional
criteria to the existing set, change one of the criteria in the set, or remove one of the criteria in the set.
When you click Refine, you are taken to the Refine Criteria Set window.
Clicking the criteria detail lets you modify that criteria. Clicking the red X removes that criteria. Clicking
Append takes you to the Add List Criteria window and allows you to add additional criteria to this set,
further limiting the results.
Click Done to return to the SmartList definition window.
GiftWorks User Manual
Page 80 of 265