Advanced Search lets you build precise queries using multiple conditions on fields like Batch ID, Date, or Constituent across all accessible folders. Unlike Basic Search, it supports AND/OR logic, date ranges, and RE NXT/FE NXT queries for exact results. Saves time for audits or recurring reports; results appear in a filterable grid.
- Click on the Advanced Search and then on New Search to open the dialogue box to filter.
| Condition Type | Example | Use Case |
|---|---|---|
| Single Field | Batch ID = "BATCH-001" | Exact batch docs |
| Multiple (AND) | Date > "2026-01-01" AND Confidential = Yes | Recent sensitive gifts |
| Groups (OR) | (Constituent contains "Smith" OR Folder = "2026 Gifts") | Donor or year matches |
| CRM Query | Select "2026 Donors" query | All linked constituent docs |
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