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Advanced Search Field: Client Since Date

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 Client Since Date field:

 

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After selecting "Client Since 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 Client Since Date field.
 
 
Like — while this is a valid Operand with this field, it is unlikely you would use it.
 
 
Equal To — You're not likely to use this Operand with the Client Since Date field, but if you needed to you could set the search up as below:
 
 
csdet.png
 
 
This search would return only those contacts whose Client Since Date was March 1, 2010.
 
 
Greater Than / Less Than — these Operands can be used to find contacts whose Client Since Date falls later or earlier than the Date you enter as the Criteria.  
 
To find all contacts whose Client Since Date is later than January 1, 2010, you would set this search up as in the below example:
 
 
csdgt1110.png
 
 
To find all contacts whose Client Since Date is earlier than May 13, 2012, you would set this search up as in the below example:
 
 
cdslt51312.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 Client Since Date falls between two entered Dates:
 
 
csdgtlt.png
 
The above search would return only those contacts whose Client Since Date is greater than January 1, 2010 and less than May 13, 2012, i.e., your results would display those contacts with a Client Since Date between those two dates.
 
 
Not Equal To — It's unlikely you would use this Operand with the Client Since Date field but it will return all contacts with a Client Since Date entered that doesn't match your Criteria.
 
 
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Client Since Date entered for their record:
 
 
csdnull.png
 
 
Client Since Dates for contacts can be entered from the Contact Details section 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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