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 City or State. My team has to go to the Database view to find their Organization in order to go back in the NXT view to continue with their workflow.
Blackbaud - Any update on this? We really need it.
There are enough "Saint Paul Lutheran Churches" in our database that our staff actually cannot use web view to find them. If I search for all Trinities and then use the "find in this list" bar to filter by address, there's too many entries, and it will only work on constituents in the first 200 or so results. I've had to create aliases for specific records so that front line fundraisers can find them. And you can't exactly explain to a fundraiser why they can't search for "Saint Paul Lutheran Church Springfield" or whatever because they're right, that's basic functionality, commonplace in databases and search engines since the 90s at least.
There really needs to be the ability to search by multiple data points and partial names/wildcards, because as is it severely impacts the functionality of web view for frontline fundraisers, marketing, and administrative staff in any area involving looking up or entering records on a daily basis.
And I could be wrong, but it looks like web view search runs off the same infrastructure and UI as lists. So I'm guessing it would be possible to build an advanced search feature based on the infrastructure for constituent list filters. So while a search tool with similar functionality to the database view search tool where I can type "*t pa*, sp, il" to pull up "Saint Paul Lutheran" in Springfield, IL in seconds would be best, the ability to apply constituent filters to search results would be an 75% fix to the problem, moving it from "you can't do a lot of searches in web view because the search tool has been broken for a decade" to "it would be nice to search for constituents as efficiently as in other database software from Blackbaud."
We need advanced search options that allow us to search by city/state. We serve churches and there are THOUSANDS of "First Presbyterian Churches" in our database. We need to be able to search by location to find the right one.
It's been over 6 years since this was requested. Can someone from Blackbaud please give an update about whether this is being considered or not?
Please add this soon. We too have numerous organizations with the same name, it is very difficult to find the correct one.
Yes, we are desperate for this too. This really needs to be addressed. You have lost a huge piece of functionality by not including an advanced search feature in NXT that most of us would have expected to be available. Please add!
I was asked this morning about search for a constituent by city name in RE NXT. I found that you can search by street address, by email, or by phone number ... but not City or State. An advanced search that allows the user to do a combination search would be so powerful.
My development staff is desperate for this. Please, please, please add!!! We have over 2,500 constituents in our database named "First Presbyterian Church" (among other things). It's much to difficult to locate the appropriate record. Please help us!