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Advanced Search Field: Birthday Reminder

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 Birthday Reminder field:

 

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After selecting "Birthday Reminder" 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)

With the Birthday Reminder field, the only Operand you will want to use is the Equal To operand.
Your options for Criteria will then be Enabled or Disabled.  Simply make your selection, click Search and you'll then see all Individual Type contacts whose Birthday Reminders are either Enabled or Disabled:


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Note: there is a Birthday Reminders Report available within your database.  Learn more about that here.


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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