In the previous interface, we had the search bar together with the campaign list above the chat page, and the filter button at the lower left corner of the candidate list where you had several fields to choose from like the status and the invitation date among others.
In the new interface, we’ve combined these two features to allow users to accurately search for candidates using various parameters.
How do I know if I'm filtering or searching?
If you're simply choosing from the categories available in the search bar, you're using the filter function. Meanwhile, if you're typing in specific key words that are not found in any of the categories available, you're using the search function.
Don't forget you can do both at the same time though!
Three Ways to Navigate the Search Bar
There are three ways to navigate the search bar using either your keyboard or your mouse. Remember to always start by clicking the search bar, and start the search by pressing Enter!
1. Arrow Keys + Enter - Use the arrow keys to skim through the available filters then press Enter to choose the highlighted one.
2. Type in keywords + Tab - If you type in the specific filters you are looking for, Talkpush would narrow down the filters similar to what you typed in. Simply press Tab to choose from the available filters, or press enter to search for specific keywords.
3. Mouse clicks - Simply use your cursor and click to choose from the available filters.
In this example, I filtered candidates invited this month. So I clicked on the search bar and used the arrow keys to go to “added”, and then chose Nov 1st to 14th. Since I was looking for specific candidates, I narrowed it further by searching for a label, and in this case, I searched for “Customer Success”. This activity has then brought me to these candidates.
In the next example, I wanted to look for Japanese speakers from the pool of candidates assigned to me. So I simply clicked on My Leads, typed in "Japanese" to check if anybody mentioned about speaking Japanese in their interview (found in Other Information on the profile panel), and then I pressed Enter.
For the last example, I looked for candidates who completed the interview, but did not confirm a date for their interview. So filtered the candidates to only show the ones who completed the interview, then chose "No scheduled date" as my filter to see which of my candidates do not have a schedule.
Exporting Search and Filter Results
In the new interface, you could also export the search results, and choose the fields you want to see. All you need to do after searching, is click the search export button, choose the fields you like, for example, the name, contact details and the status of the candidates. You would then see a pop up asking you to download and save the exported file to your PC.
Got any questions? Click on the green chat bubble on the lower right side of your screen to get in touch with our Customer Success team.