Table of Contents

• Searches (save and load searches) [1]
• Column selection [2]
• Column filter [3]
• Advanced Search Builder [4]
• CV Search [5]
• Clear [6]
• Actions [7]
• Quick Searching [8]
• User Rating [9]
• Quick Preview [10]
• Postcode and Postcode Radius
• Tag searching
• Unique to each Grid (Candidates, Clients, Contacts)

The Main Grids let you customise your columns, along with sorting, filtering and grid preferences [a] and [b]. You can also add search criteria – allowing you to save [1] your preferred layouts and searches, set a default view, and quickly load saved searches whenever needed.

• [a] Choose to show or hide archived records.
• [b] Choose how many records to display on each page.

Also see our video tutorials.

[1] Searches

Save columns and searches – set a default layout and load searches whenever you need them.

Option	Description
Create	Save the current grid (columns, preferences and any search criteria).
Update	After making changes to the grid, update a previously saved search.
Rename	Rename a search.
Share	Make a search visible to other users.
Delete	Delete a search.
Search	Find a search.
Show/hide shared	Show or hide shared searches.
Default	Make a search your default view.
Load	Load a search.

[2] Columns

Choose a maximum of 10 columns to display in the grid.

[3] Current Filters

See which column filters are active, and remove column filters.

[4] Search Builder

Create complex searches for all data (even if not selected as a column).

Also see CV Searching.

Logic	Description	Example
Equals	Exact match, including spaces and special characters	senior technician
Not	Excludes records that exactly match, including spaces and special characters	trainee technician
Starts With / Does Not Start With	Includes spaces and special characters.	senior tech
Contains / Does Not Contain	Includes spaces and special characters.	C# expert
Ends With / Does Not End With	Including spaces and special characters.	C##
Empty / Not Empty	Returns results with or without data.	Useful for finding records with missing email addresses or postcodes.

[5] CV Searching

Searches candidate CVs marked as ‘Searchable’. This is set by default when a CV is parsed into the database. You can change which document is searchable by editing it from the Docs screen on the candidate’s record.

Condition	Description	Example
Boolean Click here for more Boolean examples, or see our video tutorials.	+ (Plus): must contain	+linux +java
	– (Minus): must not contain	-windows
	Space (no operator): Either/or. Best practice is to include a + with parentheses	+(linux java)
	Use double quotes for exact phrases. Special characters are ignored – to include special characters, see Contains, below.	“hr manager”
	* (Asterisk).  Can be appended to a word for a wildcard search	develop*
	Use parentheses to group terms and organise your search logic.	+(linux java) -windows
Contains / Does Not Contain	Search for an exact string, including spaces and special characters.	C++
Not Empty / Empty	Return records that do or don’t contain CV Text.	Useful for finding records with or without a searchable CV.

The Quick Search looks across all columns. A space acts as an AND, so you can find a name from one column and a job title from another in the same search. It also returns partial matches – for example, searching for birm will return results like Birmingham.

[9] User Rating

Each user can rate candidates individually. Ratings are user-specific, meaning a candidate’s rating may vary between users. For example, one user might rate a candidate as green, while another might rate the same candidate as amber.

Use the column filter to find candidates based on their rating – for example, to display only candidates rated as green or amber. You can also sort candidates by rating by clicking the column header.

The user rating is also displayed, and can be changed in the Quick Preview, the candidate’s record, and the Vacancy Pipeline. It is also shown as read only on the Dashboard Pipeline.

To clear all user ratings, select “Clear All Ratings” from the Actions menu.

Postcode and Postcode Radius

Ensure ‘Postcode’ has been added to the grid, and click on the column filter [a] to access the Postcode Search. You can search using a full, or partial postcode, for example B15. To filter by a specific postcode, simply leave the distance field empty.

Choose between UK postcodes or US ZIP codes [b]

Tags

Add Tags to the Grid and click the column filter [a]. If no categories are selected, all tags [c] will be listed, or find tags by category [b].

Choose the Boolean logic [d] for your search: OR returns records with any of the selected tags. AND returns records whose tags include all the selected tags.

Tags with the Advanced Search Builder

Although the column filter (above) should be your primary method for tag searching, you can further refine your tag search with the Advanced Search Builder. The example, below, will return records where a tag includes ‘Adobe’.

In the example, below, either ‘Adobe Photoshop’ or ‘Adobe Illustrator’ will be returned.

Selecting Records

Select All Records (Actions menu [7]): Select all records returned with current filters and search criteria applied. Excludes archived records if the filter is set to ‘hide archived’.

Select records per page: Records can be selected per page.

Unique To Each Grid

Candidates Grid

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Clients Grid

Postcode (Sites)
Perform a geographical search based on any of the client’s site addresses.

Tags (Sites)
Search clients by tags applied to their sites. For example, find clients with sites tagged HR Management.

Email Main or All Contacts
When emailing selected clients, choose whether to email only the main contact or all contacts linked to those clients.

Bulk Actions
Update Status, Source, Managing Consultant, Business Area, and toggle the Do Not Contact (DNC) setting. If DNC is enabled on a client, none of its contacts can be emailed or sent SMS messages—even if their individual DNC setting is disabled.

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Contacts Grid

Business Area (Client)
Search contacts by the tags applied to their associated client. For example, find contacts belonging to clients tagged with Engineering.

Consultant (Client)
Filter contacts based on the managing consultant assigned to the client (contacts themselves don’t have a management consultant).

Status (Client)
Search contacts by the status of the client, for example, clients with a status of Active.

Tags (Client Sites)
Find contacts based on tags applied to the site they’re linked to.

Tags (Client)
Search contacts by tags assigned to their associated client.