To run an Advanced Search within Redtail, click Search under your Contacts menu:
You'll then see an area where you can set up the parameters for your Advanced Search:
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 Birthday Month field:
After selecting "Birthday Month" from the Field menu, your next selection to make is the Operand you want to use with it. Your available Operands are:
- Begins With
- Equal To
- Greater Than
- Less Than
- Not Equal To
- Is Empty (NULL)
We'll explain 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.
Begins With — this is not a valid Operand with the Birthday Month field.
Like — this is not a valid Operand with the Birthday Month field.
Equal To — Use this when you want to pull up all records with a specific Birthday Month:
This search would return all contacts in your database for whom you've recorded a birthday in March.
Greater Than / Less Than — these Operands can be used to find contacts whose Birthday Month falls later or earlier in the year than the month you enter as the Criteria.
To find all contacts whose Birthday Month is later in the year than March, you would set this search up as in the below example:
To find all contacts whose Birthday Month is earlier in the year than March, you would set this search up as in the below example:
Note: you can use the AND function after your Criteria box to combine the Greater Than and Less Than Operands in order to find all contacts whose birthdays fall between two entered Months:
The above search would return only those contacts whose Month of Birth is greater than 3 (March) and Less than 6 (June), i.e., your results would display those contacts with a Birthday Month of April or May.
Not Equal To — Although you probably wouldn't be too likely to use this Operand with Birthday Month, it will allow you to find all contacts whose Birthday is not in the month you indicate. In the example below, your results would display all contacts who don't have a January Birthday:
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Birthday Month entered for their record. Note, you'll want to add a second layer to this search to narrow it to contacts with a Type of Individual, as none of your other Contact Types will have Birthday Months entered, and you probably wouldn't want those cluttering your results: