Follow

Advanced Search Field: Phone Number

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

 

 contacts_search.png

 

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

 

assetup.png

 

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 Phone Number field:

 

phonenumber.png

 

After selecting "Phone Number" 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 some of these, along with what you might enter in the Criteria box to get at your desired results.  Note: Phone Numbers themselves don't actually display in the Search Results grid, but you can hover over an individual contact to see their Home, Cell or Work Phone Numbers in a popup or select the Phone Numbers export from the Exports menu to the right of your results to see all contacts with their associated Home, Cell and Work Phone Numbers in one file.  Phone Number searches query all available Phone Number Type fields within your database.

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


205.png


Results for this search might look like the below:


phonnu.png


This type of search might prove useful if you want to find everyone at a certain area code.  While the actual phone numbers don't display here on the grid, you can hover over a contact name to see their Home, Work and Cell Numbers:


pnpop.png


In this specific example, note that none of these Phone Numbers begin with "205" which is the criteria we used.  That's because the Phone Number for this contact that begins with 205 is not their Home, Cell or Work Phone Number.  If we click Andre Collins' name to enter his record, we'll see the 205 Phone Number in his contact card:


pager.png


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


901.png


This might prove useful if you have a partial phone number and are unsure to whom it belongs.  Results for a search such as this might look like the below:


aems.png


Again, hovering over each of the individual contact names will give you a quick look to see where the 901 pattern falls in each of their Phone Numbers.
Note that it does not matter when using the Like Operand where in the phone number the specified pattern falls, nor does it matter if the pattern is only part of a phone number.

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


exactpn.png


This search would either display the individual record for whom this is a valid Phone Number 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 Phone Number 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 Phone Number Field.  If used, it will pull up all contact records other than those who share the Phone Number you enter in the Criteria box.

Is Empty (NULL) — You can use this to find those records for whom you may have neglected to enter any Phone Numbers.  You'd set this up as in the below example:


emppn.png


This would provide you with an opportunity to enter each of the records to add any Phone Numbers that you may now know.


Phone Numbers for contacts can be entered from the Contact Card area of their record.

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.
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk