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 Assistant Email Address field:
After selecting "Assistant Email" 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 show examples of how you might use some of these, along with what you might enter in the Criteria box to get at your desired results.
Begins With — Use this when you want to pull up a number of records whose Assistant email addresses begin in the same way:
Results for this search might look like the below:
This type of search might prove useful if you receive an email from one of your contact's assistants and you're not certain which one of your contacts they work with. While the actual Assistant email addresses don't display here on the grid, you can go to the contact's Overview page and look in the Primary Contact Info widget to verify this is the correct contact:
Like — Use this when you want to pull up a number of records whose Assistant email addresses contain a specified pattern:
This might prove useful if you are looking for all of your contacts (or their assistants) that work for a specific company or use the same email hosting provider.
Note that it does not matter when using the Like Operand where in the Assistant email address the specified pattern falls, nor does it matter if the pattern is only part of the address.
Equal To — Use this when you want to pull up a record with a specific Assistant email address. This would work similar to the search using the Begins With Operand above, but would just involve using the entire email address:
Greater Than / Less Than — these Operands are unlikely to be used with the Assistant Email Address Field. If you do use them, they will return results that are either greater than or less than your entered Criteria in terms of where they fall in an alphanumeric pattern.
Not Equal To — this operand is unlikely to be used with the Assistant Email Address Field. If used, it will pull up all contact records other than those who share the Assistant Email Address you enter in the Criteria box.
Is Empty (NULL) — You can use this to find those records for whom you may have neglected to enter an Assistant Email Address. You'd set this up as in the below example:
This would provide you with an opportunity to enter each of the records to add an Assistant Email Address if you know what it should be.