Look up a fund in NXT

The only way to look up a fund is via gift on the constituent record. In RE7, you could access funds directly.

  • Shannon Koehn
  • Oct 3 2018
  • Reviewed: Voting Open
  • Attach files
  • Toniya Katsarov commented
    December 10, 2022 03:28

    I echo Karen's comment.
    It is unbelievable that fund records are not available for look up in web view yet.
    Users will benefit so much if able to search for a fund and see the useful information in it, with a single command.

  • Karen Stuhlfeier commented
    January 21, 2022 15:10

    I can't believe that this idea is over 3 years old and it hasn't been implemented. When you get to a fund record in the web view it has a lot of good information on it and you also have the ability to save attachments. I access them through a dashboard, but why can't you search and find a fund record - or any other type of record?

  • Theresa Bielski commented
    September 09, 2021 15:12

    I'm surprised this isn't already available.

  • Paula Eyerman commented
    April 21, 2021 20:51

    I can't understand how you could not see a fund by itself on the web view - it is a record - you should be able to see all of the records in Raisers Edge.


  • Lisa Trimble commented
    April 29, 2020 21:30

    It would be SO helpful to be able to look up a fund in NXT and not have to switch to the database view.

  • S Natt commented
    April 07, 2020 17:00

    Both our development officers, as well as, our accounting team would like this basic functionality added to RENXT. Is there an ETA on this?

  • Lindsey Copeland commented
    August 26, 2019 13:11

    I wish this had more votes!  Our officers/office/team could desperately use the ability to search for funds and see basic fund info within RE NXT.  We want our fundraisers OUT of database view and they can't look up simple things like a fund.  

  • Pat Mesnard commented
    June 10, 2019 16:20

    I think direct access to fund information is imperative especially for those who are not 'power users' of the database.  Having to go through gift information is incredibly cumbersome. 

  • JP Provencal commented
    October 04, 2018 16:49

    While you are at it, Campaign and Appeal records as well.

  • +63