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 Status field:
After selecting "Account Status" 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 not return any results with the Account Status field.
Like — this Operand will not return any results with the Account Status field.
Equal To — Use this Operand when you want to pull up the contact records that have accounts with a specific Account Status:
This search would display all contact records that have an account whose Status is "Pending."
Greater Than / Less Than —these Operands will not return any results with the Account Status field.
Not Equal To — Use this Operand to pull up all contacts who have accounts with a Status other than the Criteria you designate:
Note: if a contact has two accounts attached to their record, one that has the Status you indicate in the Criteria and one that does not, they will be included in your search results, as they have an account not equal to the Status you designate.
Is Empty (NULL) — this Operand will not return any results with the Account Status field.