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 Driver's License Expiration Year field:
After selecting "DL Expiration 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
- 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 Driver's License Expiration Date) whose licenses expire within a particular decade. For instance, the below search would return all contacts whose licenses expire between 2010 and 2019:
Like — although you're not likely to use this Operand with the Driver's License Expiration Year field, you could use it to find particular strings of numbers that might appear within your contacts' Driver's License Expiration Year:
The above example, for instance, would return the same results as the search we ran with the Begins With field.
Equal To — Use this when you want to pull up all records with a specific Driver's License Expiration Year:
This search would return all contacts in your database for whom you've recorded a Driver's License Expiration Year of 2012.
Greater Than / Less Than — these Operands can be used to find contacts whose Driver's License Expiration Year falls later or earlier than the Year you enter as the Criteria.
To find all contacts whose Driver's License Expiration Year is later than 2011, you would set this search up as in the below example:
To find all contacts whose Driver's License Expiration Year is earlier than 2015, you would set this search up as in the below example:
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 Driver's License Expiration year falls between two entered Years:
The above search would return only those contacts whose DL Expiration Date Year is greater than 2011 and less than 2015, i.e., your results would display those contacts with a Driver's License Expiration Year between 2012 and 2014.
Not Equal To — This is not a valid Operand with the DL Expiration Year field.
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Driver's License Expiration Year entered for their record: