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Advanced Search Field: Contact Review Month

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 Contact Review Month field:

 

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After selecting "Contact Review Month" 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 a valid Operand with the Contact Review Month field (if you use the numerical equivalent of the month in the Criteria field), but it's easier to use the Equal To Operand with this Field.
 
Like —this is a valid Operand with the Contact Review Month field (if you use the numerical equivalent of the month in the Criteria field), but it's easier to use the Equal To Operand with this Field.
 
Equal To — Use this when you want to pull up all records with a specific Contact Review Month.  You'll want to use it in conjunction with the Contact Review Year, since using the Contact Review Month only would return all contacts that have a Contact Review Month equal to your Criteria, regardless of the year.
 
 
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This search would return all contacts in your database that have a September of 2012 date entered in their Next Review field.  Note: You could also use the numerical equivalent of the month (9) with this Operand.
 
Greater Than / Less Than — these Operands can be used to find contacts whose Contact Review Month falls later or earlier in the year than the month you enter as the Criteria.  You must use the numerical equivalent of the month with these Operands.  And, to restrict the search results to a specific year, you'll also need to add a second level to your search for the Contact Review Year.
 
To find all contacts whose Contact Review Month is later in the year than March of 2012, you would set this search up as in the below example:
 
 
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To find all contacts whose Contact Review Month is earlier in the year than June of 2012, 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 Contact Review Months fall between two entered Months:
 
 
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The above search would return only those contacts whose Next Review Month is greater than 3 (March) and Less than 6 (June), i.e., your results would display those contacts with a Contact Review Month of April or May, 2012.
 
Not Equal To — Although you probably wouldn't be too likely to use this Operand with Contact Review Month, it will allow you to find all contacts who have a Contact Review Month that is not the month you indicate as your Criteria.  
 
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Contact Review Date entered for their record:
 
 
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Contact Review 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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