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 Referred By field:
After selecting "Contact Referred By" 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 — It's unlikely you would use the Begins With Operand when searching the Contact Referred By Field, as you are most likely searching for a specific Referrer.
Like — It's unlikely you would use the Like Operand when searching the Contact Referred By Field, as you are most likely searching for a specific Referrer.
Equal To — Use this when you want to pull up all records that were referred by an specific referrer:
This search would display all contact records for whom David Johnson is listed in their Referred By field.
Greater Than / Less Than — these Operands are unlikely to be used with the Contact Referred By 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 Referred By Field. If used, however, it will pull up all contact records other than those who share the Referrer you enter in the Criteria box:
Is Empty (NULL) — Use this when you want to find out which of your contact records have nothing entered in their Referred By field: