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 State field:
After selecting "State" 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: States 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. State searches query all available Physical Address Type fields within your database.
Begins With — It's unlikely you would use the Begins With Operand when searching the State Field, as you are most likely searching for a specific State.
Like — It's unlikely you would use the Like Operand when searching the State Field, as you are most likely searching for a specific State.
Equal To — Use this when you want to pull up all records that live in a specific State:
This search would display all contact records for whom Illinois is entered as the State in any of their Physical Address Types.
Greater Than / Less Than — these Operands are unlikely to be used with the State 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 pull up all contact records other than those who share the State you enter in the Criteria box.
Is Empty (NULL) — This Operand will not return accurate results for the State field.