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 Email Address field:
After selecting "Email Address" 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 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: Email Addresses themselves don't actually display in the Search Results grid, but you can hover over an individual contact to see their Email Address in a popup or select the Email Address export from the Exports menu to the right of your results to see all contacts with their associated email addresses in one file. Email Address searches query the Email 1, Email 2 and Email 3 fields within your database.
Begins With — Use this when you want to pull up a number of records whose email addresses begin in the same way:
Results for this search might look like the below:
This type of search might prove useful if you receive an email from someone and you're not certain which one of your contacts it is from. While the actual email addresses don't display here on the grid, you can hover over a contact name to see their email address:
Like — Use this when you want to pull up a number of records whose email addresses contain a specified pattern:
This might prove useful if you are looking for all of your contacts that work for a specific company or use the same email hosting provider.
Note that it does not matter when using the Like Operand where in the email address 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 record with a specific email address:
Greater Than / Less Than — these Operands are unlikely to be used often with the Email Address 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 Email Address Field. If used, it will pull up all contact records other than those who share the Email Address 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 an Email Address. You'd set this up as in the below example:
This would provide you with an opportunity to enter each of the records to add an Email Address if you know what it should be.