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Advanced Search Field: First 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 First Name field:

 

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The First Name field can only be used to search contact records with a type of Individual.  You would not want to use it when searching for Business, Association, Trust or Union records.

After selecting "First 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 first names begin in the same way:


bwal.png


Results for this search might look like the below:


bwal1.png


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


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Results for this search might look like the below:


fndon1.png


Note that it does not matter when using the Like Operand where in the first 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 only records with a specific First Name:


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Results for this search might look like the below:

don.png


Greater Than / Less Than — these Operands are unlikely to be used often with the First 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 First Name Field.  If used, it will pull up all contact records other than those who share the First Name 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 a First Name.  Note:  You'd probably want to also add an additional parameter to only search Individual Contact Types, as otherwise this will pull up all Business, Trust, Association and Union records, along with your Individual records without a First Name, as none of those other Types will have a First Name.  You'd set this up as in the below example:


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If you had six records for whom you'd neglected to provide First Names, your results might look like the below:


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This would provide you with an opportunity to enter each of the records to add a First Name if you know what it should be.

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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