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 Marital Status field:
After selecting "Marital Status" 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.
Begins With — This is not a valid Operand to use with Marital Status.
Like — This is not a valid Operand to use with Marital Status.
Equal To — Use this when you want to pull up all records that share a common Marital Status:
This search would display all contact records with a Marital Status of Married.
Greater Than / Less Than — these are not valid Operands with the Marital Status Field.
Not Equal To — this Operand will pull up all contact records other than those who share the Marital Status you select in the Criteria box:
The above search would pull up all contacts whose Marital Status is not listed as Married.
Is Empty (NULL) — This Operand will not return results for the Marital Status field. By default, contacts have "Unknown" entered as their Marital Status if nothing has been entered. To find those contacts you can run a search for Marital Status Equal To Unknown.