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Advanced Search Field: Occupation Start Year

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 Occupation Start Year field:

 

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After selecting "Occupation Start Year" 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 — you're not likely to use this Operand but it would allow you to see all contacts (for whom you've entered a Occupation Start Date) whose Occupation Start Year begins in the way you specify.  In most cases you would just want to use the Equal To Operand with this field to pinpoint a specific year.  But, the below example would return all contacts for whom you've recorded a Occupation Start date that falls somewhere between 2000 and 2009:
 
 
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Like — you're not likely to use this Operand but it would allow you to see all contacts (for whom you've entered a Occupation Start Date) whose Occupation Start Year contains the string of numbers you specify.  In most cases you would just want to use the Equal To Operand with this field to pinpoint a specific year.
 
Equal To — Use this when you want to pull up all records with a specific Occupation Start Year:
 
 
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This search would return all contacts in your database for whom you've recorded a Occupation Start Date that is in 1995.
 
 
Greater Than / Less Than — these Operands can be used to find contacts whose Occupation Start Year falls later or earlier than the Year you enter as the Criteria.  
 
To find all contacts whose Occupation Start Year is later than 1995, you would set this search up as in the below example:
 
 
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To find all contacts whose Occupation Start Year is earlier than 2006, you would set this search up as in the below example:
 
 
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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 Occupation Start Year falls between two entered Years:
 
 
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The above search would return only those contacts whose Occupation Start Year is greater than 1995 and less than 2006, i.e., your results would display those contacts with a Occupation Start Year between 1996 and 2005.
 
 
Not Equal To — You can use this Operand to find all contacts with an entered Occupation Start Year that does not match the year you specify:
 
 
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The above would return all contacts with entered Occupation Start dates whose Occupation Start Date is not in the year 1995.
 
 
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Occupation Start Date entered for their record:
 
 
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Occupation Start 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.
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