Follow

Advanced Search Field: Retirement Month

To run an Advanced Search within Redtail, click Search under your Contacts menu:

 

 contacts_search.png

 

You'll then see an area where you can set up the parameters for your Advanced Search:

 

assetup.png

 

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 Month field:

 

retm.png

 

 

After selecting "Retirement 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
  • 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 — this is a valid Operand with the Retirement 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 Retirement 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 Retirement Month.  You'll want to use it in conjunction with the Retirement Year, since using the Retirement Month only would return all contacts that have a Retirement Month equal to your Criteria, regardless of the year.
 
 
rmet.png
This search would return all contacts in your database that have a January of 2013 date entered in their Retirement Date field.  
 
Greater Than / Less Than — these Operands can be used to find contacts whose Retirement 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 Retirement Year.
 
To find all contacts whose Retirement Month is later in the year than May of 2013, you would set this search up as in the below example:
 
 
rmgt.png
 
 
To find all contacts whose Retirement Month is earlier in the year than November of 2013, you would set this search up as in the below example:
 
 
rmlt.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 Months fall between two entered Months:
 
 
rmgtlt.png
 
The above search would return only those contacts whose Retirement Month is greater than 5 (May) and Less than 11 (November) in 2013, i.e., your results would display those contacts with a Retirement Month between June and October of 2013.
 
Not Equal To — Although you probably wouldn't be too likely to use this Operand with Retirement Month, it will allow you to find all contacts who have a Retirement Month that is not the month you indicate as your Criteria.  
 
Is Empty (NULL) — Use this Operand to determine which of your contacts do not have a Retirement Date entered for their record:
 
 
rmnull.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.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk