The Advanced Search allows you to perform a more detailed search versus the Quick Search.
Click on the 'Search' button to start the search with the selected criteria, use 'Reset' to reset the search and remove all criteria previously defined.
Each field is added to the search query by an "AND" relationship. This means if you set two different filters, a tag, a job category and search for "Sales Manager". Then all search results will have the tag, the job category and "Sales Manager" in its record.
Most of the fields are so called 'facets'. Each field will contain a list of values which can be filtered upon depending on the current set of search results. If you already performed a search and the list of search result does not contain any leads. The option 'Lead' in 'Contact type' will be unavailable. Selecting multiple values will work in an 'OR'
The number in parentheses next to each selectable value indicates the amount of records in the current set of search results.
If a field has no available options, it will show as disabled.
The unspecified checkbox allows you to search for records which do not have a value specified for this field. This checkbox works together with the select box in an 'OR' relationship. If you want to search for Disposition 'Actively looking' and all records without a Disposition, you select 'Actively looking' in the select field and you also check the Unspecified checkbox below the select field. When searching, the system will give you all records with either no Disposition or 'Actively looking'.
All the fields are in an 'AND' relationship to each other. Selecting to search only contacts, adding Richard to the 'Names and titles' field and Sales to the 'Terms' field, the system will only looks for a contact named Richard which has the term 'Sales' in its record.
Names, titles and terms
Both 'Search names and titles' and 'Search terms' fields will use the 'AND' operator between terms, meaning sales manager will search for sales AND manager in the background. This default behavior can be overridden by specifying the operator below the field.
Search names and titles
This field will allow you to search specifically within the following information :
- Company name
- Job title
- Job company name
- Contact name and nickname
- Contact employment history :
- Company name
- Job position
In search terms you enter the text you want to search for. All companies, contacts and jobs will be search for whatever you write in here.
Below the search term, it's possible to select which records have to be searched. By default this will include all types : Company, Contact and Job. Uncheck the checkbox to remove that type of record from the search.
By default the system will search for non-archived records. You can choose here to include archived records and search for "Everything" or choose to limit your search to either "Archived only" or "Unarchived only".
This fields allows you to select the owning user for a record. You can select one, multiple or all. When selecting 2 users, a record has to be owned by either one of them.
The "Unspecified" field allows you to include records which do not belong to any user.
When selecting a user and "Unspecified", a record has to either be owned by the selected user, or by none at all.
A select field will appear for each Tag Group. In the select field, you'll see a list of tags with a number. Only tags that are currently on the shown search result, will be available. Meaning if you already performed a search, this list will be reduced based on the current list of search results. The number indicates the amount of records within the current list of search result that have this tag.
The select field includes a search field to find the tag you're looking for. If the tag is not in the list, the current list of records in the search result does not contain the tag.
Below the select field you're able to select the search operator between the selected tags. By default this is set to "OR". This means a record has to have one of the selected tags. If "AND" is selected, the record has to have all selected tags.
The dates allow you to specify in which period the records have to be created, updated or viewed.
Each date has 2 different fields to allow searching. The first select field allows to search on a preset period of time, this year, this month or this week. The number in parentheses shows the amount of records within this time period. It will only show the amount of records within the current set of search results.
The second field is a date range field which allows you to define your own custom period of time in which the record has to be created or updated.
The attachment field allows you to search for records which have or doesn't have attachments.
There are a few fields specific for contact records, these are grouped together in a block with a grey background.
The Language field also works like above, but with some added options. There are several things to know about this field.
Searching for only one language, the ability field can be used to specify the ability of that language.
When searching for multiple languages, you have the option to choose the operator 'AND' or 'OR'. When choosing 'AND', all selected languages will have to be specified on the record. When 'OR' is selected, only one of the selected languages need to be specified in the record.
The ability select field allows you to select one of more ability levels. This is used in an 'OR' relationship. If English is selected as language and 'Native' and 'Fluent' is selected as ability, then the record has to have 'English' specified with either 'Native' of 'Fluent' ability. Leaving ability empty will only search for the language, regardless of the set ability.
Searching for multiple languages with multiple abilities selected, will search for those languages with those abilities. It's not possible to define an ability for a specific language when selecting multiple languages.
This field is not a facet, it will show all available options regardless of the available set of search results. You'll be able to select only one language certification. You can choose to search for a score greater or lesser than the value you specify in the Score field. The score works with natural numbers, no decimals.
Current and Desired wage
The wage fields allow you to search for current and desired wages.
All wages are normalized to their yearly value for searching purposes. Meaning a candidate with a monthly wage of 500,000 JPY, will only be found when searching for 6,000,000 JPY.
The range operator allows you to choose how you want to search for wage. By default "Less than or equal" is selected. Selecting "Between" will allow you to specify a second wage value to search between a minimum and maximum wage.
By default only the wage field is used, bonus and other wage fields are excluded. To include those fields, check the checkbox "Include bonus and other wage values".
In order to search for the "Minimum desired wage", enable the checkbox "Minimum desired wage".
The following block with grey background are job specific fields.