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Advanced Search Field: Driver's License Expiration Date

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 Driver's License Expiration Date field:

 

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After selecting "DL Expiration Date" 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 — this is not a valid Operand with the DL Expiration Date field.


Like — while this is a valid Operand with this field, you could get at your desired results easier using the Equal To Operand with the DL Expiration Month or DL Expiration Year fields.


Equal To — this is not a valid Operand with the DL Expiration Date field.


Greater Than / Less Than — these Operands can be used to find contacts whose Driver's License Expiration Date falls later or earlier than the Date you enter as the Criteria.  

To find all contacts whose Driver's License Expiration Date is later than May 13, 2012, you would set this search up as in the below example:


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To find all contacts whose Driver's License Expiration Date is earlier than May 13, 2013, you would set this search up as in the below example:


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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 Driver's License Expiration Date falls between two entered Dates:


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The above search would return only those contacts whose DL Expiration Date is greater than May 13, 2012 and less than May 13, 2013, i.e., your results would display those contacts with a Driver's License Expiration Date between those two dates.


Not Equal To — This is not a valid Operand with the DL Expiration Date field.


Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Driver's License Expiration Date entered for their record:


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Driver's License Expiration Dates for contacts can be entered from the Miscellaneous Personal Information section of their overview.

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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