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Text Searching in Access Recruitment CRM

This article provides more information about using the Text Search option in Access Recruitment CRM.

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Written by Terence Cassidy
Updated over 2 weeks ago

To use the search in Access Recruitment CRM, please do the following:

  1. Change the main Search toggle from Global to Text

    Text search option

  2. Click the cog icon βš™ to the right of the search field

  3. Tick the methods to use under Options

    • Fuzzy Search

    • Phonic Search

    • Related

    • Stemming

    • User Thesaurus & Synonym

  4. Tick the appropriate record types to search in

    • Applicant Profiles

    • Applicant Records

    • Client Records

    • Contact Records

    • CVs

    • Job Records

    • Notebook Item Documents

    • Notebook Items

    • Placement Records

  5. Tick the sectors to search within

    • engineering sector

    • IT Sector

    • Main Sector

  6. Enter the phrase to search for in the main Search field

  7. Click the search magnifying glass πŸ” to run the search

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