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Advanced Search Contact Options

You can read more about Advanced Search in general here.  Typically you would be running an Advanced Search because you would like to perform some further action with your search results.  It may be that you want to create a Quicklist or a Tag Group.  Here we will provide a list and explanation of the options available to you in the Contact Options menu above your search results: 

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These contact options will not be available to you until you've placed checks next to the contacts that you want included in your Output.  Tip:  If you want to include all contacts on your Advanced Search page, place a check next to "Name" above your first search result:

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Now let's look at the different options available to you within each of these menus.

Labels 

Redtail has provided a large assortment of Label / Envelope choices by default that you can apply to merge with your Contact Records.  If you don't find a label that meets your need, however, you can always create and upload Label templates of your own.

When you select Labels from the Contact Options menu, you'll see the below: 

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After clicking on your desired Label the merge process with your selected records will begin.  Below are explanations for what the information next to a particular label means:

  • Blank space next to the Label name: One label for each record selected will be generated.
  • "Single Sheet" next to the Label name: A full sheet of labels will be generated for EACH record selected.
  • "Family Names" next to the Label name: One label for each record selected will be generated but instead of using the contact name, the Family Name will be utilized.
  • "Ordered by Zip" next to the Label name: One label for each record selected will be generated, but the output will be grouped by zip code.

Note as well in the Labels menu that there are several options for envelope printing and each option is formatted for a #10 envelope size:

Just click on your desired Envelope in order to begin the merge process with your selected records.  

Mail Merges

The documents available for Mail Merge are documents that you have built and uploaded under Manage Your Account —> Mail Merge Templates.

You can read more about creating and uploading these templates here. 

Reports

There are quite a few different types of Reports available here for you to choose from, which you will be able to open upon clicking: 

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 Exports

There are quite a few different types of exports available here for you to choose from, which you will be able to save or open upon clicking: 

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Custom Exports

Exports available to you here are based upon those custom exports created by your database's users

Bulk Actions

There are a number of actions available to you here: 

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  • Add Activity This allows you to add an identical activity for multiple contacts at one time. Additional details are here.
  • Add to Seminar If you use the Seminar Management tool in Redtail, this option allows you to easily add multiple contacts to an existing seminar.  Additional details are here.
  • Add to Tag Group If you use Tag Groups, this option allows you to easily add multiple contacts to a Tag Group. Additional details are here.
  • Assign Keywords This option will allow you to assign a Keyword to your selected contacts in bulk. Additional details are here.
  • Broadcast Email This option allows you to send out personalized emails to multiple contacts at one time. Additional details are here.
  • Change Contact Category This option will allow you to change selected contacts' Category in bulk. 
  • Change Contact Marital Status This option will allow you to change the marital status for contacts in bulk.
  • Change Contact Referred By This option will allow you to change the Referred By field, located in a Contact's Details section, in bulk.  Additional details are here.
  • Change Contact Source This option will allow you to change selected contacts' Source in bulk.
  • Change Contact Status This option will allow you to change selected contacts' Status in bulk.
  • Change Contact Servicing Advisor This option will allow you to assign a Servicing Advisor to selected contacts in bulk.  Additional details are here.
  • Change Contact Writing Advisor This option will allow you to assign a Writing Advisor to selected contacts in bulk.  Additional details are here.
  • Combine Contacts This option allows you to combine duplicate records within Redtail into one contact record. Details are here.
  • Delete Contacts This option allows you to delete multiple contacts from your database at one time.  NOTE:  Deleted contacts are accessible in your Recycle Bin unless you permanently delete them from that area.  More details are here.
  • Disable Birthday Reminders This options allows you to disable Birthday Reminders in bulk. More information is here.
  • Enable Birthday Reminders This options allows you to enable Birthday Reminders in bulk.  Additional details are here.
  • Note Entry In instances where you need to add the same Note for multiple contacts at once, this option will allow you to do so.  Additional details are here.
  • Permissions (Add) and Permissions (Remove) These option allows you to apply or remove permission settings in bulk to contacts. More details are here.
  • Remove Keywords In instances where you need to remove the same Keyword for multiple contacts at once, this option will allow you to do so.  Additional details are here.
  • Role Assignment This allows you to to assign the Role of Advisor, Associate Advisor or CSA to your database users for a group of contacts at once. Details are here.
  • Create MarketingPro Document This option allows you to run mail merges for multiple contacts with pieces you've sent from your MarketingPro account into Redtail.
  • Send to Constant Contact  This option allows you to send multiple contacts to one of your Constant Contact lists. You can read more about the integration here.
  • Send to MailChimp  This option allows you to send multiple contacts to one of your MailChimp lists. You can read more about the integration here.
  • Send to Riskalyze This option allows you to send contacts in bulk to your Riskalyze account.
  • User Defined Field This option will allow you to assign a User Defined Field and Value to your selected contacts in bulk.  It also provides you with the opportunity to overwrite a value for the field you're assigning, if any of the selected contacts already have a value for that UDF.  Additional details are here.
  • Workflow Link This option allows you to link a Workflow Process to multiple contacts at one time. Additional details are here.
  • Written Agreements Review Change - This option will allow you to change the dates for these reviews for multiple contacts at the same time.  Additional details are here.
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