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 Employer field:
After selecting "Contact Employer" 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 — Use this Operand with the Contact Employer field if you would like to find all contacts whose Employer names begin in a similar way:
In the above instance, your results would include those with Employers such as University of Michigan, University of Georgia, University of Wisconsin, etc.
Like — Use this Operand with the Contact Employer field if you would like to find all contacts whose Employers include a certain word or phrase:
In the above instance, you'd not only get those contacts whose Employer names began with the word "University", but also those with Employers such as New York University.
Equal To — Use this when you want to pull up all records that have a specific Employer:
This search would display all contact records whose Employer is the "University of Georgia."
Greater Than / Less Than — these Operands are unlikely to be used with the Employer 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 Employer Field. If used, however, it will pull up all contact records other than those who share the Employer 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 Employer field: