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.