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 Driver's License field:
After selecting "Drivers License" 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 show examples of the types of searches you might run with some of these, along with what you might enter in the Criteria box to get at your desired results.
Begins With — Use this if you need to pull up a list of contacts whose Driver's License Numbers begin with a certain string of numbers:
This search would return all records whose Driver's License Numbers begin with "123."
Like — While it's unlikely you would need to run a "Like" search with Driver's License Numbers, if you did you can use this when you want to pull up a number of records whose Driver's License Numbers contain a specified pattern:
This might prove useful if you have a partial Driver's License Number and are unsure to whom it belongs. Results for a search such as this might look like the below:
While you can't see the Driver's License Number for your results on the grid, clicking on any of these names will take you to their Overview page where you can then see their Driver's License Number in their Misc. Personal Information section
Note that it does not matter when using the Like Operand where in the Driver's License Number the specified pattern falls, nor does it matter if the pattern is only part of a Driver's License Number.
Equal To — Use this when you want to pull up a record with a specific Driver's License Number:
Greater Than / Less Than — these Operands are unlikely to be used with the Driver's License Number Field. If you do use them, they will return results that are either greater than or less than your entered Criteria in terms of where they fall in an alphanumeric pattern.
Not Equal To — This Operand is unlikely to be used with the Driver's License Number Field.
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Driver's License Number entered for their record: