To perform a search, follow the steps below:
From the left-hand menu, click Search
Select which record type to search for (Contact or Client)
Choose the Sectors you want to search in
Text search is where you type in keywords for a CV search. It uses boolean logic (i.e. and & or statements) and is not case sensitive
Click Add criteria set and add the search criteria sets.
You can add more than one criteria.
Click Add a Criteria Item - these can consist of
Attribute
Column (standard record type fields e.g. job title, status, location)
Compliance Check (lists the checks with the aim for you to find who is / isn't compliant)
Custom field (record type fields specific to your company)
Placement Column (placement fields specific to your company)
In some columns you can set parameters via the Operators
Note: With more than one criteria you need to decide are you building an AND or an OR search? An AND search looks for records with both/all criteria. An OR search looks for records with either criteria.
Click Run Search.
📌 Note: It is possible to use Client criteria when searching for contacts - as an example, we don't hold addresses on contacts, so they don't have a location, but you can extend the search to find client contacts where the client location is within a radius of xxxx.
As an example:
On the Contact Search screen, tick the Include Client Criteria option:
And then on the Client Criteria screen, set up your criteria:
Click Return and you will be returned to the Contact Search screen where you can click Run Search