This would be very helpful since the name is in the database, let us search on it. Having said that, I understand that the search logic itself when searching for a constituent record is different than when searching for a non-constituent record. Proposed solution...allow us to toggle between 'Constituent Search' and 'Non-Constituent Search'. Depending on what we select, it would invoke a different part of the code for searching. In the end, we ought to be able to search for a name through the native search feature instead of having to create a separate query to accomplish the search.
This is a point of aggravation for us as well, as we have many non-constituents housed under organizations, but they currently don't have their own record. It would be great if Raiser's Edge was comprehensive enough to search for a name anywhere it exists in the database through the records search function, even though the non-constituent does not currently exist independently of the organization.
The function is available for contacts, but not other non-constituent relationships. It would be very helpful if we could search non-constituents in the search screen.
We have a standard of searching through the relationship tab on a dummy account before adding a constituents so we don't lose that valuable relationship data by creating-in essence-a duplicate. I'd much rather know that there is a non-constituent record that could be promoted than have partial information in our database.
This would be very helpful since the name is in the database, let us search on it. Having said that, I understand that the search logic itself when searching for a constituent record is different than when searching for a non-constituent record. Proposed solution...allow us to toggle between 'Constituent Search' and 'Non-Constituent Search'. Depending on what we select, it would invoke a different part of the code for searching. In the end, we ought to be able to search for a name through the native search feature instead of having to create a separate query to accomplish the search.
This is a point of aggravation for us as well, as we have many non-constituents housed under organizations, but they currently don't have their own record. It would be great if Raiser's Edge was comprehensive enough to search for a name anywhere it exists in the database through the records search function, even though the non-constituent does not currently exist independently of the organization.
(also, this has been an ongoing peeve of mine...https://community.blackbaud.com/products/raisersedge7/ideas)
The function is available for contacts, but not other non-constituent relationships. It would be very helpful if we could search non-constituents in the search screen.
We have a standard of searching through the relationship tab on a dummy account before adding a constituents so we don't lose that valuable relationship data by creating-in essence-a duplicate. I'd much rather know that there is a non-constituent record that could be promoted than have partial information in our database.
this function is already available - be sure to check box for 'check contact name' if looking for contact. I always have the boxes checked.