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 Professional Contact Insurance Agent field:
After selecting "Professional Contact Insurance Agent" 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 Professional Contact Insurance Agent field.
Like — This is not a valid Operand with the Professional Contact Insurance Agent field.
Equal To — Use this Operand to find all contacts for whom a specific Insurance Agent has been listed as a Professional Contact:
Greater Than / Less Than — These are not valid Operands with the Professional Contact Insurance Agent field.
Not Equal To — Using this Operand with the Professional Contact Insurance Agent field will return all contact records that either have no Insurance Agent listed as a Professional Contact or have an Insurance Agent other than the one in the criteria field:
Is Empty (NULL) — This Operand (leave the Criteria blank) will return all contacts for whom no Professional Contact Insurance Agent is available within your database: