In the database search, can use multiple parameters to find constituents, including address, city, state and wildcard (*) options.
For example, you need to find Catherine (or is it is it Kathy) Smith in Denver. In database view, easy to find:
First Name = *ath
Last Name = Smith
City=Denver
And you can find here . . . that is not an option in NXT so you have to scroll through the list results and hope you find her, the list results are not sortable either . .. which would be nice.
Many more search options are needed in web view before we can solely rely on it. We need a way to filter constituent searches by many possible fields on the record, in case we aren't sure of name spelling.
We need advanced search options like that in database view. It is so cumbersome to have to search in DB view to get the correct matching record in NXT all because we do not possess advanced search options.
How many votes and comments are required for R&D to make necessary enhancements?
This idea is almost 6 years old now? That is crazy to me. If Blackbaud wants to get rid of Database view, you have to let us be able to search for other fields besides just the name. Sometimes I only have an email address to work with or last name and city, etc. We're not always going to have a complete name and need to be able to search for other fields.
Our fundraisers are constantly dealing with difficulties in searching for organizations in our database with common names like "Trinity" or "First." The search feature won't even load all of the Trinity Lutherans in our database, and there's so many results that the 'find in this list' bar just pulls blank results for over half of the results. Our staff in web view shouldn't have to make a constituent list just to look up a record. At minimum, please add the ability to use constituent filters on search results, but it's reasonable to expect multiple parameters and wildcard options.
What happened to the search enhancements Jarod mentioned 3 1/2 years ago? Not having a wildcard function makes NXT useless for many purposes.
Search by email would also be great.
Any update on this? We really need some kind of advanced search or smart search option. Our organization serves one of the Presbyterian denominations. There are over 2400 "First Presbyterian Church" constituents in our database. Finding them is no fun in the web view.
Searching by postcode in NXT would be AMAZING
If you are wanting a more broad acceptance to NXT, then enhancing the search functionality is the best way to go. I have a hard time telling my users that 'hey - you can do this and that...', but they say...'but I have to find them first.....................'. This request has already been sitting here for two(2) years - is there any kind of update on this?
I am having the same problem. If I search Walmart, but it is entered into the system as Wal-Mart, nothing shows up when I search. Having those multiple parameters would go a long way to saving my fundraisers adding a duplicate record when one already exists.
Jarod Bonino - is this stlil planned? We have so many congregations and congregation groups in our database - searching by zip is the only way to narrow them down
In addition, allow for other typical search options such as " " to search for specific groupings of words or numbers so if we are searching by Constituent ID, we can locate the exact one faster. This is especially helpful since searching for Constituent ID 35 now results in any ID containing the number 35 rather than the exact ID of "35"
Hey Brian! Great suggestions! We are planning somewhat of an overhaul to our search functionality later this year and each of these suggestions are planned in the enhancement. I don't have a timeline yet for when it will be released, but stay tuned to this idea and I'll try to keep it updated as we progress.