What Are Query Types? – Virtuous

When building a new Query, the first step is to determine a Query Type. Query Types in Virtuous CRM+ determine what kind of data you can search for –essentially asking: what are you looking for a list of? The Query Type determines which fields you can filter by, what information appears in your results, and what data you can export.

This article explains each available Query Type, the information it provides, and common use cases to help you select the right type for your reporting needs.

Contact Types
Giving Types
Project Types
Other Types

Contact Types

Contact Query
Description	Included Fields	Can Nest Following Query Types INTO Contact Query
Provides Contact-level data with some Individual and Giving values	Includes name fields, Contact Type, address information, giving statistics (e.g., first gift date, life to date giving), and Relationship information	additional Contact Query Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Building lists for mailing, data cleanup, segmentation Reporting on portfolios and donor groups	Tags Organization Groups Contact Custom Fields Individual Custom Fields	Add Contacts to Email List Add Contacts to Queue Add Note to Contact Add Tag to Contact Add Task for Contacts Archive Contacts Assign Contacts to Organization Group Edit Custom Fields Invite to an Event Remove Contacts from Email List Remove Contacts from Queue Remove Tag From Contacts Unassign Contacts from Organization Group

Contact Collection Query
Description	Included Fields	Can Nest Following Query Types INTO Contact Collection Query
Provides Custom Collection values related to Contact records	Includes all fields associated with the Contact Custom Collection, Create Date, Contact Name, ID, and Type	No Queries can be nested within Contact Collection Queries.
Common Uses	Custom Data Options	Bulk Actions
Reporting on unique data, like programs or surveys responses related to Contact Records	Tags (for associated Contacts) Organization Groups (for associated Contacts)	No Bulk Actions Available

Contact Membership Query
Description	Included Fields	Can Nest Following Query Types INTO Contact Membership Query
Tracks formal Memberships, including Membership levels, start and end dates, and renewal status.	Includes associated Contact and Individual name and ID, Membership Name, ID, Type, Status, Dates, and Last Payment	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Identifying active, lapsed, or expired members for renewal Campaigns Segmenting members by Membership level or type Generating Membership reports or renewal reminders	No Custom Data Fields	No Bulk Actions Available

Contact Note Query
Description	Included Fields	Can Nest Following Query Types INTO Contact Note Query
Provides Contact Note values added to a Contact record to document touchpoints or other important information	Includes Note Date, Type, Note content, user who created, private, and associated Contact	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Finding Contacts with specific Notes Types or Notes containing specific keywords Identifying staff who have had recent interactions Reviewing all touchpoints with specific Contacts Can be nested into Contact Queries for automated experiences based on touchpoints	Contact Note Custom Fields	No Bulk Actions Available

Individual Query
Description	Included Fields	Can Nest Following Query Types INTO Individual Query
Provides data on the people that make up a Contact record; includes some Contact-related values and Giving Statistics	Includes name fields, Contact Type, email and phone, birthdays, deceased, Contact-level giving statistics, and Relationship information	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Event Attendee Project Note Project Role Project Donor Sent Email Volunteer
Common Uses	Custom Data Options	Bulk Actions
Creating birthday, Volunteer, or Event attendance communications Segmenting by personal demographics Identifying Individuals within households for personalized outreach	Tags (for associated Contacts) Organization Groups (for associated Contacts) Contact Custom Fields Individual Custom Fields	Add Individuals to Email List Add Note to Contacts Add Tag to Contacts Edit Custom Fields Invite to an Event Opt-In Primary Phone Numbers Opt-Out Primary Phone Numbers Remove Individuals from Email List Remove Tag from Contacts

Individual Collection Query
Description	Included Fields	Can Nest Following Query Types INTO Individual Collection Query
Provides Custom Collection values related to Individual records	Includes all fields associated with the Individual Custom Collection, Create Date, Contact and Individual Name, ID, and Type	No Queries can be nested within Individual Collection Queries.
Common Uses	Custom Data Options	Bulk Actions
Reporting on unique data, like programs or surveys responses related to Individual records	Tags (for associated Contacts) Organization Groups (for associated Contacts)	No Bulk Actions Available

Individual Form Submission Query
Description	Included Fields	Can Nest Following Query Types INTO Individual Form Submission Query
Captures data submitted through Virtuous forms by specific Individuals, through Lead, Event, and Volunteer Forms	Includes Form Name, submission date, Individual who submitted	No Queries can be nested within Individual Form Submission Queries.
Common Uses	Custom Data Options	Bulk Actions
Identifying Individuals who completed specific actions (volunteer signup, survey response) Following up with Individuals who submitted specific forms	No Custom Data Fields	No Bulk Actions Available

Project Donor Query
Description	Included Fields	Can Nest Following Query Types INTO Project Donor Query
Provides data on Contacts who have given to specific Projects, including giving statistics towards a specific Project	Includes cumulative giving per Project, number of Gifts, First and Last Gift Dates, and Project designation details	No Queries can be nested within Project Donor Queries.
Common Uses	Custom Data Options	Bulk Actions
Identifying givers to specific Projects Segmenting by Project giving history for targeted appeals Creating thank you lists for Project-specific givers	No Custom Data Fields	No Bulk Actions Available

Giving Types

Gift Query
Description	Included Fields	Can Nest Following Query Types INTO Gift Query
Provides all detail on the Gift level	Includes Gift amount, Date, Type, Project, Campaign, Segment, Receipt details, Tribute information, Passthrough Givers, Giving Form Name, Pledge data, Recurring Gift schedule, Gift Ask details, Grant data, associated Membership	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Building income reports Identifying Gifts that need acknowledgment or Receipting Analyzing giving patterns by Campaign, Segment, or time period	Gift Custom Fields Tags (for associated Contacts) Organization Groups (for associated Contacts)	Add Contacts to Queue Edit Custom Fields Edit Gifts Receipt Gifts

Gift Ask Query
Description	Included Fields	Can Nest Following Query Types INTO Gift Ask Query
Track solicitation request details made to major donors	Includes Gift Ask amount, Ask date, Contact solicited, Solicitor, Campaign, Project, Pipeline Status	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Tracking outstanding solicitation requests and their status Measuring success rates of asks by solicitor, amount, or Campaign Identifying Contacts who have been asked but not yet responded	Gift Ask Custom Fields Tags (for associated Contacts)(Contact-based) Organization Groups (for associated Contacts)	No Bulk Actions Available

Gift Split Query
Description	Included Fields	Can Nest Following Query Types INTO Gift Split Query
Provide detail on how a single Gift is divided across multiple Projects	Includes all Gift information, Split Amount(s), Project designation for each split	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Projects Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Tracking total giving to specific Projects Creating reports on Gift designations Identifying Gifts with multiple Projects Reconciliation	Tags (for associated Contacts) Organization Groups (for associated Contacts) Gift Custom Fields	No Bulk Actions Available

Grant Query
Description	Included Fields	Can Nest Following Query Types INTO Grant Query
Provides detail on the Grant application process including reporting and compliance requirements	Includes Due Date, Awarded Date, Anticipated Amount, Granting Organization, and Project information	No Queries can be nested within Grant Queries.
Common Uses	Custom Data Options	Bulk Actions
Tracking active and upcoming Grants and their payment schedules Analyzing Grant funding by Project area or funder type Managing reporting deadlines	Grant Custom Fields	No Bulk Actions Available

Planned Gift Query
Description	Included Fields	Can Nest Following Query Types INTO Planned Gift Query
Provides detail on future or deferred giving commitments, including bequests, charitable gift annuities, trusts, and other planned giving vehicles	Includes Planned Gift Type, Date, Amount, Frequency, Project, Campaign, Contact and Individual details	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Managing Planned Giving pipeline Identifying Contacts who have documented Planned Gifts for stewardship	Tags (for associated Contacts) Organization Groups (for associated Contacts) Planned Gift Custom Fields	No Bulk Actions Available

Pledge Query
Description	Included Fields	Can Nest Following Query Types INTO Pledge Query
Provides details on Pledge commitment schedules	Includes Pledge Amount, Date, Payment Frequency, Balance, Status, Next Payment details, and associated Project and Campaign	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Identifying Pledges with upcoming payments or outstanding balances Tracking Pledge fulfillment and payment status Creating payment reminder communications Analyzing Pledge performance by Campaign or time period	Tags (for associated Contacts) Organization Groups (for associated Contacts) Pledge Custom Fields	Edit Pledge Project Designation Edit Pledge Segment Assignment

Recurring Gift Query
Description	Included Fields	Can Nest Following Query Types INTO Recurring Gift Query
Provides details on Recurring Gift schedules	Recurring Gift Amount, Frequency, Start Date, Next Processing Date, Status, Transaction Source, Project and Campaign details	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Managing active recurring giving programs and identifying lapsed recurring givers Nesting into Contact Queries to create lists for stewardship or thank you campaigns Analyzing recurring giving trends and retention rates	Tags (for associated Contacts) Organization Groups (for associated Contacts) Recurring Gift Custom Fields	Edit Recurring Gift Segment Edit Recurring Gift Project Designation

Project Types

Project Query
Description	Included Fields	Can Nest Following Query Types INTO Project Query
Provides details on overall Project designation; does not include Gift detail	Includes Project name, status, start and end dates, Need Amount, Balance, Project type, Parent Project details	Project Project Role
Common Uses	Custom Data Options	Bulk Actions
Identifying active, completed, or upcoming Projects Reporting on Projects of a certain Type or Location (e.g. child sponsorships within a specific country)	Project Custom Fields	Edit Project Custom Fields Edit Project Details

Project Expense Query
Description	Included Fields	Can Nest Following Query Types INTO Project Expense Query
Provides detail on all expenses logged on a Project	Includes Expense Amount, Date, and associated Project	Project Project Role
Common Uses	Custom Data Options	Bulk Actions
Tracking Project costs for budget management Creating financial reports for Grant or Board reporting	No Custom Data Fields	No Bulk Actions Available

Project Note Query
Description	Included Fields	Can Nest Following Query Types INTO Project Note Query
Provides detail on Note entries added to Project records to document updates or important Project information	Includes Note content, Date, Note Type, and associated Project and Parent Project information	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Note Project Role Project Donor Sent Email
Common Uses	Custom Data Options	Bulk Actions
Tracking Project updates and milestones Finding Projects with specific Notes or keyword references Documenting Project-related outcomes	No Custom Data Fields	No Bulk Actions Available

Project Role Query
Description	Included Fields	Can Nest Following Query Types INTO Project Role Query
Track the Individuals involved in a Project and their specific responsibilities or relationships to that Project	Includes Contact assigned, Role name, and associated Project	No Queries can be nested within Project Role Queries.
Common Uses	Custom Data Options	Bulk Actions
Identifying team members or volunteers assigned to specific Projects	No Custom Data Fields	No Bulk Actions Available

Other Types

Automated and Recurring Task Query
Description	Included Fields	Can Nest Following Query Types INTO Automated and Recurring Task Query
Tracks workflow-generated or recurring activities that need to be completed	Includes Task name, create date, assigned user, and source type (recurring or automated)	No Queries can be nested within Automated and Recurring Task Queries.
Common Uses	Custom Data Options	Bulk Actions
Monitoring automated Workflow Task effectiveness Modifying repetitive Tasks through Bulk Actions, like reassigning touchpoints to another team member	No Custom Data Fields	Edit Tasks

Event Query
Description	Included Fields	Can Nest Following Query Types INTO Event Query
Provides detail on Standard Events created in CRM+	Includes Event name, date and time, location, Event type, and RSVP and attended totals	No Queries can be nested within Event Queries.
Common Uses	Custom Data Options	Bulk Actions
Identifying upcoming or past Events by date range Analyzing Event attendance Creating Event-specific communication lists or reports	Event Custom Fields	No Bulk Actions Available

Event Attendee Query
Description	Included Fields	Can Nest Following Query Types INTO Event Attendee Query
Tracks Individuals who registered for or attended Standard Events	Includes Attendee name, RSVP and attendance status, Ticket info, meals or special requirements, and associated Event details	No Queries can be nested within Event Attendee Queries.
Common Uses	Custom Data Options	Bulk Actions
Creating attendee lists for Event check-in or communications Identifying Contacts who attended specific Events for follow-up	Event Attendee Custom Fields	No Bulk Actions Available

Event Sponsor Query
Description	Included Fields	Can Nest Following Query Types INTO Event Sponsor Query
Tracks Organizations or other supporters who provide financial support for specific Events	Includes Sponsor name, Sponsorship name, Sponsorship Gift details, and associated Event details	Contact Contact Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Project Note Project Role Project Donor
Common Uses	Custom Data Options	Bulk Actions
Managing sponsor relationships and fulfillment of sponsor benefits Tracking sponsorship revenue and commitments by Event Creating sponsor recognition materials or thank you communications	No Custom Data Fields	No Bulk Actions Available

Sent Email Query
Description	Included Fields	Can Nest Following Query Types INTO Sent Email Query
Tracks email messages sent from CRM+ to Individuals, including mass email sends and through Automation Workflows	Includes Email address, send date and time, recipient info, Email List, open status, and click activity	Contact Individual Contact Collection Individual Collection Individual Form Submission Contact Note Contact Membership Gift Ask Gift Split Gift Pledge Planned Gift Recurring Gift Event Sponsor Projects Project Note Project Role Project Donor Sent Email Volunteer
Common Uses	Custom Data Options	Bulk Actions
Identifying Individuals who have not opened recent emails Analyzing email Campaign performance and engagement rates Creating follow-up lists based on email interactions	No Custom Data Fields	No Bulk Actions Available

Volunteer Query
Description	Included Fields	Can Nest Following Query Types INTO Volunteer Query
Provides detail on Individuals associated with specific Volunteer Opportunities	Includes Volunteer Opportunity location, times, dates, and Volunteer name, address, and times volunteered	Individual Contact Collection Individual Collection Individual Form Submission Event Attendee Sent Email Volunteer
Common Uses	Custom Data Options	Bulk Actions
Creating Volunteer appreciation lists Tracking Volunteer engagement and hours served Following up with Volunteers post-opportunity; can be nested into Individual Queries to automate follow-ups	No Custom Data Fields	No Bulk Actions Available

Volunteer Opportunity Query
Description	Included Fields	Can Nest Following Query Types INTO Volunteer Opportunity Query
Provides detail on Volunteer serving opportunities created in CRM+	Includes Volunteer Opportunity location, times, dates, and description	No Queries can be nested within Volunteer Opportunity Queries.
Common Uses	Custom Data Options	Bulk Actions
Finding open or upcoming Volunteer Opportunities Creating promotional communication for Volunteer recruitment	Volunteer Opportunity Custom Fields	No Bulk Actions Available

Now that you understand the available Query Types and their uses, you're ready to build Queries that create lists of exactly the data you need. For step-by-step instructions on building Queries, use this guide.

Table of Contents

Contact Types

Giving Types

Project Types

Other Types

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