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Advanced Search Field: Professional Contact CPA

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:

 

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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 CPA field:

 

aspccpa.png

 

 

After selecting "Professional Contact CPA" 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 not a valid Operand with the Professional Contact CPA field.
 
 
Like —  This is not a valid Operand with the Professional Contact CPA field.
 
Equal To — Use this Operand to find all contacts for whom a specific CPA has been listed as a Professional Contact:
 
 
aspccpae2.png
Greater Than / Less Than — These are not valid Operands with the Professional Contact CPA field.
 
Not Equal To — Using this Operand with the Professional Contact CPA field will return all contact records that either have no CPA listed as a Professional Contact or have a CPA other than the one in the criteria field:
 
 
aspccpane2.png
 
 
 
Is Empty (NULL) — This Operand (leave the Criteria blank) will return all contacts for whom no Professional Contact CPA is available within your database:
 
aspccpaien.png
 
 
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.
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