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 field:
After selecting "Birthday" 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 field. If you're looking for all Birthdays in a particular month, you can instead use the Birthday Month field.
Like — this is not a valid Operand with the Birthday field.
Equal To — Use this when you want to pull up all records with a specific Birthday:
Greater Than / Less Than — these Operands can be used to find contacts whose Birthdays fall before or after a certain date.
To find all contacts whose birthday is later than January 1, 1950, you would set this search up as in the below example:
To find all contacts whose birthday is earlier than March 15, 1988, 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 dates:
This search would return only those contacts whose Date of Birth falls between January 1, 1950 and March 15, 1988.
Not Equal To — You would be unlikely to use this Operand with the Birthday Field, but it would return all contacts whose Birthday is not on the date you enter as your Criteria.
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Birthday 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 Birthdays entered, and you probably wouldn't want those cluttering your results: