I want to manage beneficiary list filters

  • If you can’t see those beneficiaries on which you want to take action, you can change what’s shown on your Beneficiary Library screen. Please note that if beneficiaries are not used to create payments for 25 months, they’re automatically removed from the beneficiary library and you will not be able to find them.

    To apply a quick filter to a beneficiaries list based on a beneficiary value:

    1. Select the value type’s name in the top right of the beneficiaries list.
    2. Select the filter’s operator from the drop-down list now displayed.
    3. Enter the filter value in the field now displayed.
    4. Click Go to apply the filter to the beneficiaries list.

    You will need to clear your filters before searching using a new filter.

    To apply an advanced filter:

    1. Click Advanced to display the Filtering Beneficiaries screen.
    2. Click + next to the type of beneficiary value you want to filter on, then, depending on the type of value you’re using to filter, tick the box next to each value you want to include in the filter or select a value operator and enter a filter value.  
    3. When you’re ready to apply your advanced filter, click View Results

    If you want to remove any filter you’ve applied to the Beneficiary Library screen, click Clear Filter.

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