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 Zip Code field:
After selecting "Zip Code" 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: Zip Codes themselves don't actually display in the Search Results grid, but you can hover over an individual contact to see their Primary Address in a popup (if any of their physical addresses have been marked as Primary) or select the Primary Addresses export from the Exports menu to the right of your results to see all contacts with their associated Primary Addresses in one file. Zip Code searches query all available Physical Address Type fields within your database.
Begins With — Use this when you want to pull up a number of records whose Zip Codes begin in the same way:
The above search would return everyone in your database with a Zip Code in certain portions of the Sacramento area.
This type of search might prove useful if you want to find everyone in a certain general area geographically. While the actual zip codes don't display here on the Search Results grid, you can hover over a contact name to see their Primary Address.
Like — Use this when you want to pull up a number of records whose zip codes contain a specified pattern:
You're probably less likely to use this than you are to use the Begins With or Equal To Operand with Zip Code, but it does give you the ability to search partial zip codes.
Note that it does not matter when using the Like Operand where in the Zip Code the specified pattern falls, nor does it matter if the pattern is only part of a Zip Code.
Equal To — Use this when you want to pull up records with a specific Zip Code:
This search would then display all contacts for whom any of their addresses in your database reflect a 94295 Zip Code.
Greater Than / Less Than — these operands are unlikely to be used often with the Zip Code 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 will not pull up reliable results with the Zip Code field.
Is Empty (NULL) — this operand will not pull up reliable results with the Zip Code field.