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Advanced Search Field: Assistant Name

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 Assistant Name field:

 

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After selecting "Assistant Name" 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 — while it's unlikely that you would want to use this Operand with the Assistant Name field, it will return accurate results, i.e., it will return all contact records whose Assistant's Names begin with the string of characters you enter in the Criteria box.

Like —  while it's unlikely that you would want to use this Operand with the Assistant Name field, it will return accurate results, i.e., it will return all contact records whose Assistant's Names contain the string of characters you enter in the Criteria box.

Equal To — Use this Operand when you want to pull up all contact records that have a specific Assistant Name:


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This search would display all contact records with an Assistant Name of "Ann Brown" in your database.


Greater Than / Less Than — these Operands will return accurate alphanumeric results with the Assistant Name field, but you would probably have no need to run these searches.

Not Equal To — this Operand will pull up all contact records in your database that have an Assistant Name listed, other than those with the Assistant Name you enter in the Criteria box:


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Is Empty (NULL) — This Operand will pull up all contact records that have not been assigned an Assistant Name within your database:


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Assistant Names for contacts can be entered from the Primary Contact Info area 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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