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Advanced Search Field: Contact Source

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 Contact Source field:

 

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After selecting "Contact Source" 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)

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 — If you've created multiple Contact Sources that begin in a similar fashion, using this Operand with the Contact Source field will allow you to pull up all contacts who have been assigned one of those Sources.  As an example, let's say you've created Contact Source names to reflect that some of your contacts were leads from your monthly seminars.  For our example, we'll say that each of those Contact Source names begin with the word "Seminar".  You could set up the following search to retrieve them all at once:


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Your results might then look like the below:


semleads.png


Like —  If you've created multiple Contact Sources that contain similar verbiage, but not necessarily at the beginning of the Source Name, using this Operand with the Contact Source field will allow you to pull up all contacts who have been assigned one of those Sources.  As an example, let's say you've created Contact Sources for Seminar and E Newsletter Leads and you also include the month and year in the name of your Contact Sources.  You could set up the following search to retrieve all Seminar and E Newsletter leads for the month of July 2012:


aslead2012.png


Your results might then look like the below:


esemleads.png


Equal To — Use this Operand when you want to pull up all records that have a specific Contact Source:


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This search would display all contact records with a Contact Source of "Seminar Lead — July 2012" in your database.


Greater Than / Less Than — these Operands will not return any results when used in Search with the Contact Source field.

Not Equal To — this Operand will pull up all contact records other than those with the Contact Source you enter in the Criteria box:


csneqj.png


Is Empty (NULL) — This Operand will pull up all Contact Records for whom a Contact Source has not been assigned within your database:


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Contact Sources for contacts can be entered from the Contact Details area of their record.

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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