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 Address field:
After selecting "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: Addresses 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. Address 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 Street Addresses would be very similar:
Results for this search might look like the below:
You would then know that these three contact records all have Street Addresses that begin with "1458."
This type of search might prove useful if you want to find everyone living within a particular high rise or apartment complex, etc. While the actual physical addresses don't display here on the grid, you can hover over a contact name to see their Primary Address:
In this specific example, note that the address we were searching for is the contact's Primary Address. If it were not, we could click the contact name to view their Contact Card and determine which one of their addresses caused them to be returned in these search results.
Like — Use this when you want to pull up a number of records whose physical addresses contain a specified pattern:
This might prove useful if you want to find everyone with "apt" or something similar (e.g., P.O.) referenced in one of their addresses.
Note that it does not matter when using the Like Operand where in the Street Address the specified pattern falls, nor does it matter if the pattern is only part of a Street Address.
Equal To — Use this when you want to pull up a record with a specific street address:
Greater Than / Less Than — these Operands are unlikely to be used often with the 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 with the Address Field. If used, it will pull up all contact records other than those who share the 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 any Physical Addresses. 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 any Addresses that you may now know.