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 Add Month field (this is an automatic entry within your database and shows up in the Input Date field under Contact Details):
After selecting "Contact Add 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
- 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 Add 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 Add 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 Add Month. You'll want to use it in conjunction with the Contact Add Year, since using the Contact Add Month only would return all contacts that have a Contact Add Month equal to your Criteria, regardless of the year.
This search would return all contacts in your database that have a November of 2011 date entered in their Input Date field. Note: You could also use the numerical equivalent of the month (11) with this Operand.
Greater Than / Less Than — these Operands can be used to find contacts whose Contact Add 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 Add Year.
To find all contacts whose Contact Add Month is later in the year than August of 2011, you would set this search up as in the below example:
To find all contacts whose Contact Add Month is earlier in the year than December of 2011, 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 Add Months fall between two entered Months:
The above search would return only those contacts whose Contact Add Month is later than 8 (August) and earlier than 12 (December) in 2011, i.e., your results would display those contacts with a Contact Add Month between September and November of 2011.
Not Equal To — Although you probably wouldn't be too likely to use this Operand with Contact Add Month, it will allow you to find all contacts who have a Contact Add Month that is not the month you indicate as your Criteria. Just be sure to add in a line for the year you're wanting to search as well.
Is Empty (NULL) — this is not a valid Operand with the Contact Add Month field, since the Input Date is generated automatically when a contact is added to your database.