Overview
This release introduces significant enhancements to the searching functionality within Access Recruitment CRM. These improvements streamline how recruitment consultants search, filter, and take actions on Contract Jobs, Permanent Jobs, Applicants, and Contacts. The enhancements focus on creating a unified user experience by bringing search results directly into the main entity forms with enhanced toolbar actions and improved column configurations.
⚠️ Important: Some features described in this article require system-level configuration and specific permissions. If options are unavailable, contact your system administrator.
Contract Jobs Search Results on Main Form
What's New: We've transformed how you search for Contract Jobs by bringing search results directly into the Contract Jobs main form, providing seamless access to all form functionality while working with search results.
New Navigation Option:
A new "Contract Jobs" search option is now available under Search menu
Enhanced Search Window: When you navigate to Search > Contract Jobs, the search window is now titled "Contract Jobs Search" and includes extensive search criteria options:
Contract Jobs-Specific Search Columns:
Contract-specific fields: Mon Shift, Tue Shift, Wed Shift, Thu Shift, Fri Shift, Sat Shift, Sun Shift, End Date, Pay Rate, Charge Rate, Charge Unit, Approx Weekly Margin
Standard job fields: Job Title, JobRef No, Location, Centre Location, Position, Job Status, Employment Type, Currency, Archived, Published, Published Job Category, Published Job Description, Published Location
Date-based searches: Start Date, End Date, Created On, Updated On, Status Date (all with Range options)
Consultant assignments: Consultant Group, Consultant User, Primary Consultant User, Non Primary Consultant User
Additional fields: Hours Per Week, No Of places, Max Age, Min Age, Work Address, Interview Address, Notes, Purchase Order No, Client Contact
Tag Files: Saved Tagfile, Tagfile for User, Created By, Updated By
Placement-related columns: Approx Weekly Margin, Charge Rate, Charge Unit, Commission Percentage, Cost Centre, Description, End Date, Hours Per Week, No Further Extensions, Notes, Pay Rate, Payment Type, Placement Fee, Placement Type, Purchase Order Number, Salary, Sector, Simple Schedule, Start Check OK, Start Date, Updated By, Updated On
Smart Employment Type Filtering: When you select "Employment Type" as a search criterion, the system automatically filters to show only non-permanent employment types, ensuring you only see Contract Jobs in your results.
Saved Searches: Access your saved searches specific to Contract Jobs via the "Saved Searches" button, with searches belonging only to "Contract Jobs Search" displayed in the picklist.
How Search Results Display:
Search results open directly in the Contract Jobs main form
Only jobs with Employment Type "Not Permanent" are displayed
A "Search Results" pill appears at the top with an X button:
In List view: positioned below the Quick Search field
In Table view: positioned to the right of the Quick Search field
The Filter and New toolbar buttons are hidden while viewing search results
The current form filter is automatically set to "All"
Clearing Search Results: When you click the X button on the "Search Results" pill:
Search results are discarded and the form refreshes as if you clicked the standard "Contract Jobs" nav menu
Your form view setting from Profile > Form View > "Contract Jobs" is restored
Any form filter previously applied to the Contract Jobs form (when not in search results mode) is reinstated
The Filter and New toolbar buttons become available again
The "Search Results" pill is removed
Form View Preferences: Your preferred initial form view setting for search results is remembered from Profile ; Form View ; "Contract Job Search Results"
Contract Jobs Form - Reorganised toolbar Actions
What's New: The Contract Jobs form toolbar has been reorganised to provide quicker access to commonly used actions with improved visual consistency.
New Tag Button:
A new "Tag" dropdown button appears on the toolbar (positioned before "View")
Uses the same icon as Applicant Search results > Tag Options for consistency
Toolbar Action Changes:
Previous Location | New Location |
Action > Tag | Tag > Tag |
Action > Add to Saved Tag File | Tag > Add Jobs to Saved Tag File |
Send CV (button) | Send (button with email icon) |
Benefits:
Faster access to tagging functionality with dedicated toolbar button
Consistent iconography across the application (Send button now uses email hyperlink icon)
Streamlined Action menu
Contract Jobs Form - Enhanced Toolbar Options from Search Results
What's New: The Contract Jobs form now includes additional action options that were previously only available in the Contract Jobs Search Results Form, creating a unified experience whether you're viewing all Contract Jobs or search results.
New Toolbar Features:
A new "Attributes" dropdown button has been added to the toolbar (positioned to the left of the "Search" button).
Important: The Attributes button is only visible when viewing search results.
Search Results Mode Actions:
The following options from the old Search Results form are now available on the Contract Jobs form:
Previous Search Results Option | New Contract Jobs Form Option | Visible Only in Search Results? |
Action > Remove Selected | Action > Remove from Results | Yes |
Tag Options > Tag All | Tag > Tag All Results | Yes |
Tag Options > Add All to Saved Tag File | Tag > Add All Results to Saved Tag File | Yes |
Tag Options > Add Contacts to Saved Tag File | Tag > Add Contacts to Saved Tag File | No |
Action > Add Attributes to All | Attributes > Add Attributes to All | Yes |
Action > Add Attributes to Selected | Attributes > Add Attributes to Selected | Yes |
Action > Remove Attributes from All | Attributes > Remove Attributes from All | Yes |
Action > Remove Attributes from Selected | Attributes > Remove Attributes from Selected | Yes |
Benefits:
Complete set of bulk actions available directly from the main form
Ability to manage attributes for all or selected search results
Streamlined workflow without switching between different windows
Contract Jobs Form - Expanded Table View Column Options
What's New: The Table view "Configure Columns" functionality has been significantly enhanced with additional columns from the Job Search Results form, giving you more flexibility in how you view and organise Contract Job data.
New Available Columns: When you switch to Table view and click "Configure Columns," the following columns are now available in the "Available" list (not selected by default when "Restore Default" is clicked):
At Offer
Charge Unit
Client Contact Id
Client Id
Currency
Employment Type
Filled Percentage
Notes
Published Job Category
Published Location
Columns Removed: The following technical/system columns have been removed from the Configure Columns list to simplify the interface:
Attribute Master Id
Currency Id Read Only Override
Generate
Is Master Vendor Client
Is Mobile App Enabled
Logic Melon Is Enabled
New Job Wizard
Please select how you would like workers time and attendance to be recorded...
Please use the options below to select the types of documents...
Pre-fill timesheets based on batch timesheet...
Safety Check
Salary
Start Time, End Time
Use
Worker enters time manually via app
Workers clock in or out using app...
Duplicate in Company
Daily Shifts
Sun, Mon, Tue, Wed, Thu, Fri, Sat (individual day columns)
Sun/Mon/Tue/Wed/Thu/Fri/Sat Start Time
Sun/Mon/Tue/Wed/Thu/Fri/Sat End Time
Max Age
Min Age
Benefits:
Cleaner, more focused column selection
Easier to find relevant business columns
Reduced clutter from technical/system fields
Better alignment with day-to-day recruitment workflows
Permanent Jobs Search Results on Main Form
What's New: Similar to Contract Jobs, Permanent Jobs search results now open directly in the Permanent Jobs main form, providing a consistent search experience across job types.
New Navigation Option:
A new "Permanent Jobs" search option is available under Search menu (positioned after "Contract Jobs")
Enhanced Search Window: The search window is titled "Permanent Jobs Search" and includes Permanent Jobs-specific search criteria:
Permanent Jobs Search Columns:
Salary-based fields: Max Basic, Min Basic, Max Package, Min Package (all with Range options)
Standard job fields: Job Title, JobRef No, Location, Centre Location, Position, Job Status, Employment Type, Currency, Archived, Published, Published Job Category, Published Job Description, Published Location
Date-based searches: Start Date, Created On, Updated On, Status Date (all with Range options)
Consultant assignments: Consultant Group, Consultant User, Primary Consultant User, Non Primary Consultant User
Additional fields: Hours Per Week, No Of places, Max Age, Min Age, Work Address, Interview Address, Notes, Purchase Order No, Client Contact, App Int Info
Tag Files: Saved Tagfile, Tagfile for User
Placement-related columns: Approx Weekly Margin, Charge Rate, Charge Unit, Commission Percentage, Cost Centre, Created By, Created On, Description, End Date, Hours Per Week, No Further Extensions, Notes, Pay Rate, Payment Type, Placement Fee, Placement Type, Purchase Order Number, Salary, Sector, Simple Schedule, Start Check OK, Start Date, Updated By, Updated On
Smart Employment Type Filtering: When you select "Employment Type" as a search criterion, the system automatically filters to show only permanent employment types.
Enhanced Contract Jobs Search - Client Search: Contract Jobs Search now includes a "Client" column:
When selected, displays a search icon that opens a Client picklist for selection
Allows you to search for Contract Jobs by associated Client
How Search Results Display:
Search results open directly in the Permanent Jobs main form
Only jobs with Employment Type "Permanent" are displayed
A "Search Results" pill appears with an X button (same behaviour as Contract Jobs)
Filter and New toolbar buttons are hidden during search results mode
Form filter automatically set to "All"
Clearing Search Results: When you click the X button on the "Search Results" pill:
Results are discarded and form refreshes as if the standard "Permanent Jobs" nav menu was clicked
Form view setting from Profile > Form View > "Permanent Jobs" is restored
Previous form filters are reinstated
Filter and New toolbar buttons become available
"Search Results" pill is removed
Form View Preferences: Your initial form view setting for search results is remembered from Profile ; Form View ; "Permanent Job Search Results"
Permanent Jobs Form - Reorganised Toolbar Actions
What's New: Matching the Contract Jobs improvements, the Permanent Jobs form toolbar has been reorganized for better accessibility and consistency.
New Tag Button:
A new "Tag" dropdown button appears on the toolbar (positioned before "View")
Uses the same icon as Applicant Search results > Tag Options
Toolbar Action Changes:
Previous Location | New Location |
Action > Tag | Tag > Tag |
Action > Add to Saved Tag File | Tag > Add Jobs to Saved Tag File |
Send CV (button) | Send (button with email icon) |
Benefits:
Consistent experience across Contract and Permanent Jobs forms
Quick access to tagging functions
Visual consistency with email icon on Send button
Permanent Jobs Form - Enhanced Toolbar Options from Search Results
What's New: The Permanent Jobs form includes the same enhanced action options as Contract Jobs, ensuring a consistent experience across all job types.
New Toolbar Features:
A new "Attributes" dropdown button appears to the left of the "Search" button.
Important: The Attributes button is only visible when viewing search results.
Search Results Mode Actions:
Previous Search Results Option | New Permanent Jobs Form Option | Visible Only in Search Results? |
Action > Remove Selected | Action > Remove from Results | Yes |
Tag Options > Tag All | Tag > Tag All Results | Yes |
Tag Options > Add All to Saved Tag File | Tag > Add All Results to Saved Tag File | Yes |
Tag Options > Add Contacts to Saved Tag File | Tag > Add Contacts to Saved Tag File | No |
Action > Add Attributes to All | Attributes > Add Attributes to All | Yes |
Action > Add Attributes to Selected | Attributes > Add Attributes to Selected | Yes |
Action > Remove Attributes from All | Attributes > Remove Attributes from All | Yes |
Action > Remove Attributes from Selected | Attributes > Remove Attributes from Selected | Yes |
Benefits:
Unified toolbar experience across Contract and Permanent Jobs
Full suite of bulk actions available from main form
Efficient attribute management for search results
Permanent Jobs Form - Expanded Table View Column Options
What's New: The Table view "Configure Columns" has been updated to include additional columns while removing technical fields that aren't relevant to daily recruitment activities.
New Available Columns: When you switch to Table view and click "Configure Columns," the following columns are now available (not selected by default when "Restore Default" is clicked):
At Offer: Displays count of applicants with status 'APP_ACT_STT_INTOFFER' from the Details tab
Employment Type: Shows the employment type classification
Filled Percentage: Displays the percentage of positions filled
Notes: Job notes field
Published Job Category: Shows the category from the Publish tab (similar to Contract Jobs table view)
Published Job Description: Displays the published description from the Publish tab
Published Location: Shows the published location from the Publish tab
Columns Removed: The following columns have been removed to streamline the interface:
Attribute Master Id
Generate
Is Ai Job Description Generator Enabled
Is Master Vendor Client
Logic Melon Is Enabled
Max Age
Min Age
New Job Wizard
Please use the options below to select the types of documents you would like to automate when creating a placement
Safety Check
Benefits:
Focused column options relevant to recruitment workflows
Easy access to published job information
Consistent table view experience with Contract Jobs
Cleaner interface without technical system fields
Applicant Search Enhancements
Add 'CV Hits' Column on Applicant Form
What's New: You can now view CV Hits data directly in the Applicant form's table view, making it easier to identify the most relevant applicants from text-based searches.
How It Works:
When you perform an Applicant search (Search > Applicants > enter text > Run Search) and view results in the Applicant form:
Switch to Table view and click "Configure Columns"
A new "CV Hits" column is now available in the "Available" column list
This column is not selected by default when "Restore Defaults" is clicked
CV Hits Display:
Shows the number of CV hits based on the text entered in your search
Calculates hits across all CVs attached to the applicant record in the CV's tab
Uses the existing CV Hits calculation logic (no change to how hits are counted)
Important Behaviour:
If the Applicant form is not in Search Results mode, the CV Hits column will appear in your column configuration but will be blank (no values displayed)
CV Hits are only populated when viewing search results that include text search criteria
Benefits:
Quickly identify applicants whose CVs best match your search terms
Prioritize applicants with the highest number of CV keyword matches
Streamline applicant review process with visible relevance scoring
Contact Search Enhancement
Allow Searching by Client Name on Contact Form Quick Search
What's New: The Contact form quick search has been enhanced to search not only by contact information but also by the Client name associated with each contact.
How It Works:
When you use the quick search field on the Contact form:
Enter text in the quick search field
The system now searches against both:
Contact details (existing behaviour)
Client File As (Client name) - NEW
Benefits:
Find contacts more easily when you remember the client’s name but not the specific contact
Fewer steps to locate contacts associated with a particular client
No need to navigate to the Client record first to find associated contacts
Faster workflow when managing client relationships
Example Use Case: If you're looking for contacts at "Acme Corporation" but can't remember the contact name, simply type "Acme" in the Contact form quick search, and all contacts associated with clients named "Acme Corporation" will appear in your results.
Key Benefits Summary
These searching improvements deliver significant productivity gains and user experience enhancements:
Streamlined Workflows:
All search results now open in main entity forms, eliminating the need to switch between search results windows and main forms
Quick access to all form functionality while working with search results
Dedicated toolbar buttons for common actions reduce clicks
Enhanced Search Capabilities:
Extensive searchable columns specific to Contract and Permanent job types
Smart Employment Type filtering ensures you only see relevant job types
Client search added to Contract Jobs search criteria
CV Hits visibility helps prioritise applicant reviews
Client name search on Contact quick search improves contact discovery
Consistent User Experience:
Unified search result handling across Contract Jobs, Permanent Jobs, and Applicants
Consistent toolbar organization across all job forms
Standardized "Search Results" pill behaviour
Same icons and button positions across forms
Improved Data Visibility:
More configurable columns in table views
Removal of technical fields reduces clutter
Published job information accessible in table view
At Offer counts visible for better pipeline management
Flexible Control:
Saved searches specific to each search type
Form view preferences remembered per search context
Ability to quickly clear search results and return to standard view
Getting Started
To use the new Contract Jobs search:
Navigate to Search > Contract Jobs
Build your search criteria using the extensive column options
Click "Run Search"
View results directly in the Contract Jobs form
Use the new Tag and Attributes toolbar buttons for bulk actions
Click the X on the "Search Results" pill when ready to return to standard view
To use the new Permanent Jobs search:
Navigate to Search > Permanent Jobs
Build your search using Permanent Jobs-specific columns
Click "Run Search"
Work with results in the Permanent Jobs form with all standard functionality available
Access enhanced toolbar actions as needed
To view CV Hits:
Perform a text-based Applicant search
Switch to Table view in the Applicant form
Click "Configure Columns" and select "CV Hits"
Review applicants sorted by relevance
To search Contacts by Client:
Open the Contact form
Enter a client name in the quick search field
View contacts associated with that client
Important Notes
The "Search Results use main form" feature toggle must be enabled to access Contract Jobs and Permanent Jobs search functionality (can only be enabled by Access)
CV Hits column is only populated when in search results mode on the Applicant form
Some toolbar actions (Attributes, Tag All Results, Remove from Results) are only visible when viewing search results
Your form view preferences are maintained separately for search results mode and standard form mode
All existing tag restrictions and security permissions remain in place
📌 Note: This release represents our continued commitment to enhancing Access Recruitment CRM searching capabilities based on customer feedback, improving consultant efficiency and delivering a modern, intuitive user experience across the platform.
💡 Best Practices
Use saved searches to quickly rerun commonly used search criteria.
Configure table columns to match your daily workflow and reduce visual noise.
Clear search results before starting a new task to avoid acting on outdated data.
🤔 FAQs
Q1: Why don’t I see search results in the main form?
Answer: The search results main form feature must be enabled by Access and may not be available in all environments.
Q2: Why are some toolbar options missing?
Answer: Certain actions only appear when viewing search results and may also depend on your user permissions.