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 Account Issue Date Month field:
After selecting "Account Issue Date Month" 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 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 — this Operand will work with the Account Issue Date Month field but is of limited use. You would need to use the numerical equivalent of the month, as in the example below, and unless you were looking for all those who had Account Issue Date Months of October, November, December and January at one time, you can just use the Equal To Operand to get at your desired result. Since all four of those months begin with 1, you could pull each of them up using a Begins With search, should you have that need:
Like — this is not a useful Operand with the Account Issue Date Month field.
Equal To — Use this when you want to pull up all records with a specific Account Issue Date Month:
This search would return all contacts in your database for whom you've recorded an Account Issue Date in December. Note: unlike the Begins With operand, you do need to use the actual name of the Month in the Criteria field to yield results.
Greater Than / Less Than — these Operands can be used to find contacts whose Account Issue Date Month falls later or earlier in the year than the month you enter as the Criteria.
To find all contacts who have an Account Issue Date Month later in the year than March, you would set this search up as in the below example:
To find all contacts who have an Account Issue Date Month earlier in the year than March, you would set this search up as in the below example:
Note: you can use the AND function after your Criteria box to combine the Greater Than and Less Than Operands in order to find all contacts whose Account Issue Dates fall between two entered Months:
The above search would return only those contacts who have an account with an Issue Date Month greater than 3 (March) and Less than 6 (June), i.e., your results would display those contacts with an Account Issue Date Month of April or May.
Not Equal To — Although you probably wouldn't be too likely to use this Operand with Account Issue Date Month, it will allow you to find all contacts who have an Account Issue Date that is not in the month you indicate. In the example below, your results would display all contacts who have an account that doesn't have a January Account Issue Date:
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Account Issue Date Month entered for at least one of the accounts attached to their record: