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 Company field:
After selecting "Account Company" 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 — It's unlikely that you would use this Operand with the Account Company field, but if you were looking for all contact records that held accounts with companies whose names began similarly you could do so. For instance, if you were looking for all contacts who had accounts with American Funds or American National, you could set your search up as below:
Like — Again, it's unlikely you would use this Operand with the Account Company field, but if you have a number of accounts within your database that include the same string of characters somewhere within the Account Company name, using this Operand with the Account Company 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 a Company that has "Funds" in their name. You could set up the following search to retrieve all of those contacts:
Note: this string of characters could be at the beginning, end or anywhere within the Account Company name.
Equal To — Use this Operand when you want to pull up the contact records that have accounts with a specific Account Company:
This search would display all contact records that have accounts with American Funds.
Greater Than / Less Than — these Operands are unlikely to be used with the Account Company 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 Company 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 Operand will return any contact records that have accounts attached to them without an Account Company listed: