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.
| 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 |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article