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 Contact Review Date field:
After selecting "Contact Review 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
- 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 Contact Review Date field.
Like — this is not a valid Operand with the Contact Review Date field.
Equal To — You're not likely to use this Operand with the Contact Review Date field, but if you needed to you could set the search up as below:
This search would return only those contacts whose Next Review Date was November 19, 2012.
Greater Than / Less Than — these Operands can be used to find contacts whose Next Review Date falls later or earlier than the Date you enter as the Criteria.
To find all contacts whose next Review Date is later than September 27, 2012, you would set this search up as in the below example:
To find all contacts whose next Review Date is earlier than March 27, 2013, 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 Contact Review Date falls between two entered Dates:
The above search would return only those contacts whose next Review Date is greater than September 27, 2012 and less than March 27, 2013, i.e., your results would display those contacts with a next Review Date between those two dates.
Not Equal To — It's unlikely you would use this Operand with the Contact Review Date field but it will return all contacts with a Contact Review Date entered that doesn't match 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: