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 Tag Group field (you can learn more about Tag Groups here):
After selecting "Tag Group" 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 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 — If you have multiple Tag Groups that begin in the same way, and you would like to pull up all contacts that belong to any of these Tag Groups, you could do so using this Operand. For example, let's say that you have a Tag Group called Monthly Newsletter and another called Monthly Phone Call. You could set up the below search to pull up all contacts that were a part of either of these Tag Groups:
Like — This Operand is similar to the Begins With Operand, except that the string of characters in the Tag Group name can fall anywhere within the name. For example, let's say that you have a Tag Group called Monthly Newsletter and another called Quarterly Newsletter. You could set up the below search to pull up all contacts that were a part of either of these Tag Groups:
Equal To — Use this when you want to pull up all records that are part of a specific Tag Group:
This search would display all contact records that are a part of the Monthly Newsletter Tag Group
Greater Than / Less Than — These are not valid Operands with the Tag Group field.
Not Equal To — this is not a valid Operand with the Tag Group field.
Is Empty (NULL) — Use this when you want to find out which of your contact records are not a part of any Tag Groups: