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Advanced Search Field: Personal Interest

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 Personal Interest field:

 

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After selecting "Personal Interest" 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 show examples of 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 Personal Interest field.

Like —  This Operand will not return any results with the Personal Interest field.

Equal To — Use this when you want to pull up all records that have a specific Personal Interest:


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This search would display all contact records that have the Personal Interest "College Football" attached to their record.

Greater Than / Less Than — These Operands will not return results with the Personal Interest field.

Not Equal To — this Operand will pull up all contact records that have a Personal Interest other than the one you indicate attached to their records.  Note, even if they have your specified Personal Interest, they will still be pulled up using this search if they have other Personal Interests as well.


Is Empty (NULL) — Use this when you want to find out which of your contact records have no Personal Interests attached to their record:


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The Personal Interest field for contacts can be entered from the Know Your Client area of their record.
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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