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Advanced Search Field: Contact Occupation

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 Occupation field:

 

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After selecting "Contact Occupation" 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 — It's unlikely you would use this Operand with the Contact Occupation field but you could to find all contacts whose Occupations begin in a similar way:


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In the above instance, your results would include those with Occupations such as Business Executive, Business Owner, Bus Driver, etc.

Like —  It's unlikely you would use this Operand with the Contact Occupation field but you could to find all contacts whose Occupations include a certain word or phrase:


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In the above instance, your results might include College Professors, Professional Athletes, etc.


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


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This search would display all contact records whose Occupation is "Attorney."

Greater Than / Less Than — these Operands are unlikely to be used with the Contact Occupation 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 is unlikely to be used with the Contact Occupation Field.  If used, however, it will pull up all contact records other than those who share the Occupation you enter in the Criteria box:


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Is Empty (NULL) — Use this when you want to find out which of your contact records have nothing entered in their Occupation field:


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The Occupation field for contacts can be entered from the Know Your Client 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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