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Advanced Search Field: Family 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 Family Name field:

 

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The Family 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, as those types do not have a Family Name field.

After selecting "Family 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 those Family Heads for whom you've used a specific format for their Family Name field:


mrandmrs.png


Results for this search might look like the below:


fn1.png
The actual Family Name does not display for each contact in the Results grid, but what you are looking at here are the 14 records in this database whose Family Name fields begin with "Mr. and Mrs."  
This type of search is most likely to prove useful if you use several different conventions for designating Family Names, e.g.s, Mr. and Mrs. John Doe, John and Jane Doe, The Doe Family, etc.  You may choose a mixture of conventions, as you may prefer to be more formal with some contacts than with others.  You can learn more about the Family Name field here.


Like — Use this when you want to pull up only those Family Heads with a specific word or phrase in their Family Name:


likemrs.png


Results for this search might look like the below:


allmrs.png
The actual Family Name does not display for each contact in the Results grid, but what you are looking at here are the 27 records in this database whose Family Name fields contains "Mrs." somewhere in the field.
This type of search would be useful in those situations where you want to pull up all Family Heads that include a married couple or a widowed female and where you used a formal convention for the Family Name (or in similar situations).

Equal To — Use this when you want to pull up only records with a specific Family Name.  It is unlikely you would ever use this search.  You might use it if you use a Family Name convention such as "The Smith Family" and you want to pull up all those Family Heads with that specific Family Name.  

Greater Than / Less Than — these Operands are unlikely to be used often with the Family 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 with the Family Name Field.  If used, it will pull up all contact records other than those who share the Family Name you enter in the Criteria box.

Is Empty (NULL) — Using this Operand will not return accurate results with the Family Name field.

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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