Everybody's Looking For Someone: Constituent And Relationship Search
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As you develop relationships with your donors and supporters, you're likely to build a wealth of records for constituents and related individuals and organization. To access someone's record, you can select their name, like in a list or under Recently accessed in Home. To find a specific record, you can also search for any individual or organization — constituent or relationship — with the Search for a constituent field. It helps, though, to know what search criteria to use!
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Like Recently accessed in Home, a list of who you recently accessed appears when you first select the Search for a constituent field. To find someone else, think of the Search for a constituent field as your Google for Raiser's Edge NXT. For the best results, use only specific search criteria to find a record:
- Their name — first and last, as well as preferred (or nickname, in the database view) or alias
- A constituent's lookup ID
- Their spouse's first or last name, if they're not also a constituent
- Their email addresses, except those marked as inactive
With the Search for a constituent field, you have all your constituents and related individuals and organizations at your fingertips. For more information, check out the Search for Constituents Help.
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Blackbaud Raiser's Edge NXT® Blog
05/18/2017 4:43pm EDT
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