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Advanced Search Field: Account Asset Name

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 Asset Name field:

 

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After selecting "Account Asset Name" 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 — Use this Operand to find all contacts that have accounts with Asset Names that begin in a similar fashion:


aanbwc.png

Like — Similarly, if you have a number of accounts within your database that include the same string of characters somewhere within an Account Asset Name, using this Operand with the Account Asset Name 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 you're looking for all contacts that have an account with an Asset Name that has "Income" somewhere in its name.  You could set up the following search to retrieve all of those contacts:


aanli.png

Note: this string of characters could be at the beginning, end or anywhere within the Account Asset Name.

Equal To — Use this Operand when you want to pull up the contact records that have accounts with a specific Account Asset Name:


AANETCIB.png


This search would display all contact records that have an account that includes an Asset Name of "CAPITAL INCOME BUILDER-C."

Greater Than / Less Than — these Operands are unlikely to be used with the Account Asset Name 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 would not serve any purpose with the Asset Name field.

Is Empty (NULL) — Use this Operand to find all contacts that have at least one account with assets listed for which the Account Asset Name field is empty:


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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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