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Advanced Search Field: Account Number

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 Account Number field:

 

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After selecting "Account Number" 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 explain 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 have a number of accounts within your database that begin in a similar fashion, using this Operand with the Account Number field will allow you to pull up all contacts who have one of those accounts attached to their contact records.  As an example, let's say that AX2300 is a common beginning for one specific account type, and you'd like to find all of your clients that have one of these accounts.  You could set up the following search to retrieve all of those contacts:


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Like —  If you have a number of accounts within your database that include the same string of characters somewhere within them, using this Operand with the Account Number field will allow you to pull up all contacts who have one of those accounts attached to their contact records.  As an example, let's say that 7e3 is a common character string for one specific account type, and you'd like to find all of your clients that have one of these accounts.  You could set up the following search to retrieve all of those contacts:


anl7e3.png
Note: this string of characters could be at the beginning, end or within the Account Number.


Equal To — Use this Operand when you want to pull up the contact record for a specific Account Number:


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This search would display the contact record to which the Account Number you searched for is attached.


Greater Than / Less Than — these Operands are unlikely to be used with the Account Number 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 — While it is unlikely you would use this Operand with the Account Number field, if you did it would return all contact records that have accounts attached to their record that do not equal the Criteria you provided.

Is Empty (NULL) — This is not a valid Operand with the Account Number field.


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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