Searching by email or phone number is NXT?

Lindsey Pellino

Can we not search a Constituent by their phone number or email address in RE NXT on the regular search bar? Is that only available in database view?

Lena Payne

yes, we can - below is the screenshot

Lindsey Pellino

https://community.blackbaud.com/discussion/comment/315653#Comment_315653

Hi Lena, thank you for replying. Perhaps I am missing it, but searching directly in the search bar does not yield this result. You are showing me a specific Constituent List search? But is there a way in the Home screen Search bar to search for phone number or email, not via a Constituent List?

Lena Payne

https://community.blackbaud.com/discussion/comment/315655#Comment_315655

Hi Lindsey, it does work for me from the search bar at the top, too. Might be a glitch your side?

Lindsey Pellino

https://community.blackbaud.com/discussion/comment/315657#Comment_315657

Hmmm, I tested it again and it immediately started working! Not sure what changed but I guess the squeaky wheel gets the mysterious grease. Thank you for your help.

Tatyana Leifman

You have to enter the phone number in the exact way it would show on the record. That is, for ex. if your records use (123) 456-7890 then that's how you need to enter it into the search bar.

you can also search by using email in the main search bar.

JoAnn Strommen

LOL so apparently db view is 'smarter' than NXT as it can find phone without the formatting and can find partial emails.
Will miss that ability when we are trying to find a stray record.

Tatyana Leifman

https://community.blackbaud.com/discussion/comment/315662#Comment_315662

Yeah. WV doesn't allow for wildcards the way dbv does, which is indispensable for searching (at least for me)

Karen Diener

I am not experiencing the same need for specific formatting.

I entered my phone number with hyphens and with periods: ###-###-#### and ###.###.####

When I search my phone number in the constituent search bar, with no punctuation - ########## - I find my record.

It works with email addresses too.

Tatyana Leifman

https://community.blackbaud.com/discussion/comment/315718#Comment_315718

Today it's working for me too the way you describe. I wonder if yesterday was some glitch… Good to know that we can type a phone number any which

Sunshine Reinken Watson

I wish that it could search on partial email addresses and phone numbers instead of keying in the entire thing.

Vote on this idea for advanced search functionality in web view:

Add Advanced Search Functionality in | Ideas for Raiser's Edge NXT

Amelia Ketzle

I noticed the other day that it didn't find by email in the webview search bar if that email address was marked inactive. Is that consistent with others' experience? Is that the intended functionality? My first thought is that that's not ideal, since we may not know whether a given email is marked inactive or not on someone's record.

JoAnn Strommen

I just tested with a search for an email marked as inactive on MW's record. Did not find record. Searched with an active email on MW's record and it found him. So yes, my experience as well. Intended functionality? I agree not ideal.