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Advanced Search Field: Retirement 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 Retirement Year field:

 

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After selecting "Retirement 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 Retirement Date) whose Retirement 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 retirement date that falls somewhere between 2020 and 2029:
 
 
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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 Retirement Date) whose Retirement 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 Retirement Year:
 
 
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This search would return all contacts in your database for whom you've recorded a Retirement Date that is in 2012.
 
 
Greater Than / Less Than — these Operands can be used to find contacts whose Retirement Year falls later or earlier than the Year you enter as the Criteria.  
 
To find all contacts whose Retirement Year is later than 2020, you would set this search up as in the below example:
 
 
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To find all contacts whose Retirement Year is earlier than 2026, you would set this search up as in the below example:
 
 
rylt.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 Retirement year falls between two entered Years:
 
 
rygtlt.png
 
The above search would return only those contacts whose Retirement Year is greater than 2020 and less than 2026, i.e., your results would display those contacts with a Retirement Year between 2021 and 2025.
 
 
Not Equal To — You can use this Operand to find all contacts with an entered Retirement Year that does not match the year you specify:
 
 
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The above would return all contacts with entered Retirement dates whose Retirement Date is not in the year 2012.
 
 
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Retirement Date entered for their record:
 
 
rynull.png
 
 
Retirement 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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