Searching for organizations with similar names in RE NXT

Sharon Sandberg 2

We have hundreds of churches in our system that are "First Presbyterian Church;" and when I look them up in the database view, they are easy to find because I can put the city in there. I'm having difficulty finding them quickly and easily in RE NXT. Does anyone have insight on how to do so? (IOW, just typing in "First Presbyterian Church" in NXT gives me the top 5 or so churches in giving, not necessarily the one I am looking for).

Candace Chesler

Sharon - I still do most of my work in the database view -so I had not given much thought to searching through a long list of constituents with similar names. Currently you can use the "View All Results" which will then put all 200 of your First Presbyterian Church" entries in a grid. But your search options remain with just the name field. Still cumbersome to have to scroll through 200 records to find the one you are looking for.
This idea from the Idea Bank  suggesets an Advanced Find option for NXT - otherwise - you are better off working in the database view for that type of search.

Go vote!

 

Melissa S Graves

Does NXT use alias in it's searches? Can you put "First Presbyterian Church - Springfield" into alias and search that way to get the exact one you want?

 

Jen Claudy

NXT does search Aliases, so that is an option.  It also searches addresses, so you might try typing in the city and see what happens.