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 Contact Status field:
After selecting "Contact 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 — If you've created multiple Contact Statuses that begin in a similar fashion, using this Operand with the Contact Status field will allow you to pull up all contacts who have been assigned one of those Statuses. As an example, let's say you've created the following two Contact Statuses within your database: Client — Active and Client — Inactive. You could set up the following search to retrieve them all at once:
Partial results for this search might then look like the below:
Like — If you've created multiple Contact Statuses that contain similar verbiage, but not necessarily at the beginning of the Status Name, using this Operand with the Contact Status field will allow you to pull up all contacts who have been assigned one of those Statuses. As an example, let's say you've created Contact Statuses similar to the above, but the names are Active Client and Inactive Client. You could set up the following search to retrieve them all at once:
Your results might then look like the below:
Equal To — Use this Operand when you want to pull up all records that have a specific Contact Status:
This search would display all contact records with a Contact Status of "Active Client" in your database.
Greater Than / Less Than — these Operands will not return any results when used in Search with the Contact Status field.
Not Equal To — this Operand will pull up all contact records other than those with the Contact Status you enter in the Criteria box:
Is Empty (NULL) — This Operand will not pull valid results with the Contact Status field. Contacts that have not been assigned a Status within Redtail CRM by default have the Status "Not Specified" attached to their records. So, to find those records you can search for Contact Status Equal To Not Specified.