Follow

Advanced Search Field: Retirement Date

To run an Advanced Search within Redtail, click Search under your Contacts menu:

 

 contacts_search.png

 

You'll then see an area where you can set up the parameters for your Advanced Search:

 

assetup.png

 

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 Retirement Date field:

 

retdate.png

 

 

After selecting "Retirement 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 Retirement Date field.
 
 
Like — this is a valid Operand with the Retirement Date field, but not one that you would be likely to use.
 
 
Equal To — You're not likely to use this Operand with the Retirement Date field, but if you needed to you could set the search up as below:
 
 
rdet.png
 
 
This search would return only those contacts whose Retirement Date is April 16, 2040.
 
 
Greater Than / Less Than — these Operands can be used to find contacts whose Retirement Date falls later or earlier than the Date you enter as the Criteria.  
 
To find all contacts whose Retirement Date is later than September 27, 2012, you would set this search up as in the below example:
 
 
rdgt.png
 
 
To find all contacts whose Retirement Date is earlier than March 27, 2013, you would set this search up as in the below example:
 
 
rtlt.png
 
 
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 Retirement Date falls between two entered Dates:
 
 
rtgtlt.png
 
The above search would return only those contacts whose Retirement Date is later than September 27, 2012 and earlier than March 27, 2013, i.e., your results would display those contacts with a Retirement Date between those two dates.
 
 
Not Equal To — It's unlikely you would use this Operand with the Retirement Date field but it will return all contacts with a Retirement Date entered that doesn't match your Criteria.
 
 
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Retirement Date entered for their record:
 
 
rdnull.png
 
 
Retirement Dates 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.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk