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Add the ability to open fund, appeals and campaigns to the "search constituent" bar at the top
While not constituent records, we find that we spend a lot of time going in to the fund, event, campaign. It would be helpful if that search bar opened those records, too.8 Reviewed: Voting Open
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ID# to appear next to the name when looking up records.
When searching for a record it would be very helpful if the ID# would appear next to the name.0
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Add date entered and date posted to Journal entry list screen. It was in Database view. Another feature lost in NXT.
It would be helpful to see when a JE is posted to look it up by date and as a sort0
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Search by Fund # in RE NXT
Our Foundation has SEVERAL (50+) funds, and most are recognized by Fund # vs. Fund Name / Description. All our fund #'s begin with a 5 digit number. Searching by Fund # is much more efficient than trying to remember the fund name. This would elimi...0
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Ability to view addressee/salutation on search results
It would be really great if some progress could be made on the Search Function. I would love to be able to choose one of our additional Addressee/Salutations to see there, because it contains a lot of the information I would find useful when searc...3 Reviewed: Voting Open
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Customize search window in NXT
I refer to constituency codes a lot and it would be very helpful and a time saver to customize the search window to include the codes. As well, it would be great to have other options as others have already requested i.e. -- addressee/salutations ...2 Reviewed: Voting Open
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Prompt an "Add New Constituent" button in Search Bar (when donor doesn't exist)
When searching for a Constituent, and the individual or organization doesn't exist in the database, prompt an "Add Constituent" button or option. This allows the workflow to move progress instead of come to a halt by stopping to go to the Home pag...1 Reviewed: Voting Open
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Be able to use Search in RENXT and Filter out inactive and deceased
No description provided2
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Search on partial email address
It is important to be able to search for part of an email address, the same way we can search for part of a name.1 Reviewed: Voting Open
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Add 'Quick Find' or 'Advanced Find' option to Search a Constituent
Please add a Advanced Find option to be able to search A Constituent by Constituent ID, email, city/State, First Name, Last Name, Address, or even partial name search. We have many organizations that have same names and we often have to search by ...7 Reviewed: Voting Open