At the end of this article, you will learn :
- How to navigate through the new search function
- How to use different filters and rules to get more complex search results
The 'search' function is one of the most used features in the CRM. With recruitment processes and candidate requirements getting more complex day by day, we made it our goal to improve this functionality to make it more user friendly but also able to perform even with complicated rules.
- Clients wanted to search for multiple candidates with different candidate attributes/data point filters at once
- Clients wanted to search for advanced information such as resume attachment, Other information, duplicate candidates.
⚙️How to use it?
🔑 CAMPAIGNS and FOLDERS
- Starting Point: Campaign and Folder filters are present by default
- The default selection of the Campaign filter is set to All Campaigns if the user does not have any recent activity in Talkpush CRM.
- If the user has a recent activity on Talkpush CRM, the Campaign is set to the most recently viewed campaign.
- Campaign and Folder filters are always connected by AND and cannot be deleted.
2. Select a campaign and folder
- The default selection of the Folder filter is set to Completed if the user does not have any recent activity in Talkpush CRM.
- If the user has a recent activity on Talkpush CRM, the Folder is set to the most recently viewed folder.
- Users can select multiple campaigns/folders by checking more than 1 campaign/folders from the dropdown list.
- Users can also search in ALL campaigns and ALL folders by selecting them from the dropdown list.
🔑 BOOLEAN FILTERS
Click ‘Add Filter’, then select from the list of data points + select value
By default, the operator is set to ‘AND’, but users can change it to ‘OR’.
The list of candidates will refresh with the latest results.
🔑 FILTER GROUPS
You can make more complex searches by using filter groups. Doing this will help you get exactly the data you are looking for. Here’s an example:
The Campaign and Folder filter is an example of a filter group. You can create multiple filter groups with AND/OR relationship within each group, and AND/OR relationship between the groups.
How to create a filter group :
Simply click on the + icon as shown below. This example is a filter group of all sources that says ‘Manual and has the label ‘Customer Service position’.
You can then select ‘Add Filter’ to create another filter group (or as many as you need).
- You can change the connector between filter groups. Changing a connector will change all the connectors between filter groups.
- You change the connector within the filter group. Changing a connector will NOT affect other filter groups or the connector between groups
Apply the filter - To apply the filters you have set up, click the <done> button or click anywhere on the screen.
Remove a filter - Hover over a filter and an X icon should appear. Click on the X icon. The candidate list will refresh with the latest results.
🔑 SEARCHING FROM FILTERED RESULTS
Aside from using boolean filters and groups, users can also search within the filtered results. Here’s a guide on what values you can use:
- Searching candidates using keywords
- You can only search for candidates that are defined by your filter results.
- By default, the Campaign and Folder filters are always present, so searching will always apply to those within the campaign and folder selected.
- Enter the keywords or numbers on the search bar to search for candidates.
- Hit enter or click the icon with a magnifying glass to start the search.
2. Searching for multiple candidates
- Searching for multiple candidates within the filtered results can only be done using the App ID or Candidate ID.
- Type the App ID or Candidate IDs separated by a space.
- You should see the candidates matching either of the IDs you’ve entered.
3. Long-chain of filters
- When you’ve created a long set of filters, the filters will be stacked in multiple rows. A vertical scrollbar will appear on the filter area so you can scroll up and down to see all your filters.
4. Filter by Facebook Page and Attachments
- Filter by Facebook Page - if you have multiple Facebook Pages but you only want to see candidates from a Facebook Page relevant to you.
- Filter by Attachments - we've placed back this filter so you can easily pull up candidates with or without attachments to make follow up actions.
5. Filter by Appointment Date
- This new filter will pull up the results for those candidate profiles with appointment schedules through the Recruitment Center or Scheduler.
❓Frequently Asked Questions
1. Is the search and filter case sensitive?
The search is not case sensitive. The filter is case sensitive if you select “matches” as it means that the value should be equal to the value you are looking for, including capitalizations.
2. Are the operators for Candidate Attribute filters all the same (matches, contains, starts with, is empty) regardless of data type?
- Candidate attributes that are text and number data types will have the following operators: Matches, Contains, Starts with and Is empty.
- Candidate attributes set to date as data type will have the following operators: Matches, Is empty.
For date data types, you can select Matches to select a specific date. The results will include records that have the month, day and year selected.
3. Why isn’t there a dropdown for Candidate Attribute filters so I can just select from existing values instead of typing it?
A custom or user defined candidate attribute data may be represented in a variety of ways. Candidates may write the same answer in different ways which makes the data inconsistent.
For example, candidates can provide a variety of ways to spell “BS Computer Science”, such as “B.S. Computer Science”, “BS Comp. Sci”., “bs computer science”, “BS Computr Sceince”, “Computer Science”. To filter all candidates with candidate attribute Course Name “Computer Science”, you can simply use the operator “Contains” and type “computer” or “science”. This allows you to narrow down relevant candidates quickly.
4. What do matches, contains, starts with, is empty mean?
- Matches - Valid for text, numbers, or dates. Specify 1 value. Results include only records where the data matches the value in the filter.
- Contains - Valid for text, numbers, or dates. Specify 1 value. Results include only records where the data contains all of the values in the filter.
- Starts with - Valid for text, numbers, or dates. Specify 1 value. Results include only records where the data begins with the value in the filter.
- Is empty - Do not specify a value. Results include only records where there is no data.
5. Can I search for partial Application ID or Candidate ID, similar to using a few letters to search for name?
No, the search is designed to search for patterns when it comes to IDs, email, and phone numbers. You have to search using a complete application ID or candidate ID (ex. AP9999 or CABC).
6. Can I search for partial email address or mobile number?
No, the search is designed to search for patterns when it comes to IDs, email, and phone numbers. When searching for an email address, you need to include the complete email address. When searching for a mobile number, you need to include the “+” sign, country code, and phone number.
7. When I use 'Scheduled At' to search for candidates, why don’t the results show candidates with calendar scheduled appointments?
The 'Scheduled At' filter refers to the “Scheduled At” data point in the candidate’s profile which is not related to the calendar scheduler. Searching candidates with calendar scheduler appointments will be a follow-up feature.
8. When I change the “and” and “or” connector between 2 filters, it changes all the connectors for the rest of the filters. Why is that?
There are two types of connectors on the new filter UI: the global connector and the group connector.
The global connector is the AND and OR link between filter groups. The group connector is the AND and OR link between individual filters.
A filter group allows you to define complex conditions for filtering candidates. For example, you can create a group of all candidates assigned to the same recruiter and added on a specific date. You can also create another group of all candidates assigned to another recruiter and added on another date. You can then connect these two groups using the global connector.
The group connector is changeable without affecting the global connector, while the global connector always remains the same across all filter groups.
9. Can I export my search and filter results?
We will support this in the follow-up feature update of search and filter.
10. Can I save my filters?
We will support this in the follow-up feature update of search and filter.
Got any questions? Click on the green chat bubble on the lower right side of your screen to get in touch with our team. 😃