Hide inactive records from NXT Search

I'd like to see an update to NXT Search that omits inactive accounts. When I search up constituents that have duplicate records, I have to cycle through several of them in order to find the active master record.


It would be nice to omit inactive records from search by default.

  • Corbin Tweedie
  • Jun 11 2024
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    • Emily Marshall commented
      24 Feb 15:24

      No, please do not make this the default search style. Sometimes we need to see inactive constituent records, and if that is off by default how are we to find them?

      How about the OPTION to turn this search style on or off - like there is in database view. We should be able to control the search feature better.

      In database view we have options which better narrow the results.

      From RE help:

      The Open Screen provides a number of criteria options to narrow the results of your searches. Along with the criteria fields, there are checkboxes at the bottom of the screen that allow you to further specify the results that return when you perform a search.

      Display inactive constituents - This checkbox is selected by default and allows constituents marked as inactive to appear in search results. Deselect the checkbox to exclude inactive constituents in the results (you flag constituents as inactive on the constituent record).

      Display deceased constituents - Select this checkbox to allow constituents flagged as deceased to appear in search results (you flag constituents as deceased on the constituent record).

      Display deceased constituents - Select this checkbox to allow constituents flagged as deceased to appear in search results (you flag constituents as deceased on the constituent record).

      Use enhanced search - This checkbox is selected by default and enables searches to be “fuzzy,” allowing for exact results as well as similar results. For example, if you enter “Neal” in the First name criteria field, first names with exact and similar spellings will appear in the results, such as “Neal,” “Neil,” and “Noel.” This can help account for misspellings but could possibly increase the length of time it takes to perform the search. If you deselect this checkbox, searches will not be “fuzzy.” For example, if you enter “Neal” in the First name criteria field, only first names that contain those letters will appear, such as “Neal,” “Neall,” or “Neale.”

      Exact match only - Select this checkbox to only display results that match the criteria you entered exactly. For example, if you enter “Andrew” in the Last/Org name criteria field, only constituents with the last name “Andrew” will appear, and not “Andrews.”

      Check aliases - Select this checkbox to include aliases in the search the program performs. For example, if you enter the Last/Org name “Smith” in the criteria fields, and select the Check aliases checkbox, constituents with either the last name or alias of “Smith” are included in your search results.

      Check nickname - Select this checkbox to include nicknames in the search the program performs. For example, if you specify the First name “Charlie” in the criteria fields, and select the Check nickname checkbox, constituents with either the first name or nickname of “Charlie” are included in your search results.

      Check contact name - Select this checkbox to include contact names in the search the program performs. For example, if you specify the First name “Charlie” in the criteria fields and select the Check contact name checkbox, constituents with either the first name or contact name of “Charlie” are included in your search results.