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Advanced Search Field: Name

To run an Advanced Search within Redtail, click Search under your Contacts menu:

 

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You'll then see an area where you can set up the parameters for your Advanced Search:

 

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The Field menu presents you with a list of all of the fields within Redtail that you can set up a search for here.  In this post, we'll take a look at the Name field:

 

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The Name field refers to the name for contact records with the Type of Business, Trust, Union or Association.  You would not want to use it when searching for contacts with a Type of Individual.

After selecting "Name" from the Field menu, your next selection to make is the Operand you want to use with it.  Your available Operands are:

  • Begins With
  • Like
  • Equal To
  • Greater Than
  • Less Than
  • Not Equal To
  • Is Empty (NULL)

We'll show examples of the types of results you might expect from each of these, along with what you might enter in the Criteria box to get at your desired results.

Begins With — Use this when you want to pull up a number of records whose names begin in the same way:


bwabc.png


Results for this search might look like the below:


abc1.png


Like — Use this when you want to pull up a number of records whose names contain a specified pattern:


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Results for this search might look like the below:


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Note that it does not matter when using the Like Operand where in the name the specified pattern falls, nor does it matter if the pattern is only part of a word.

Equal To — Use this when you want to pull up a specific record:


dovercountyschools.png


This search would either display the individual record for Dover County Schools on your Search results page or, if you've set Search Auto-Redirect to Yes on your Site Preferences page, carry you directly to the contact record.

Greater Than / Less Than — these Operands are unlikely to be used often with the Name Field.  If you do use them, they will return results that are either greater than or less than your entered Criteria  in terms of where they fall in an alphanumeric pattern.

Not Equal To — this operand is unlikely to be used often with the Name Field.  If used, it will pull up all contact records other than the Name you enter in the Criteria box.

Is Empty (NULL) — You would not use this operand with the Name Field, as a contact record will not save without a name, which means this search would return no results.

Note: with any of your Advanced Searches, you can create Tag Groups or Quicklists.  You also have many other options in terms of working with your search results.
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