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 Phone field:
After selecting "Assistant Phone" 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 might use this Operand if you are looking for all of your contact's Assistants that are at the same area code:
The above search would return all contacts whose Assistants have an area code of "999."
Like — while it's unlikely that you would want to use this Operand with the Assistant Phone field, it will return accurate results, i.e., it will return all contact records whose Assistant's Phone Numbers contain the string of numbers you enter in the Criteria box.
Equal To — Use this Operand when you want to pull up all contact records that have a specific Assistant Phone Number:
This search would display all contact records with an Assistant Phone Number of "9999988888" in your database, which might be useful if you were trying to determine which of your contacts share an Assistant.
Greater Than / Less Than — while these Operands will return accurate alphanumeric results with the Assistant Phone field, you would probably have no need to run these searches.
Not Equal To — this Operand will pull up all contact records in your database that have an Assistant Phone listed, other than those with the Assistant Phone you enter in the Criteria box:
Is Empty (NULL) — This Operand will pull up all contact records that have not been assigned an Assistant Phone within your database: