Working with advanced filters

Working with advanced filters

Availability

Available in : All editions of Zoho Recruit

The advanced filter is a powerful search tool that enables you to extract valuable sales information in no time - information, which could otherwise take you much longer to find out. With a regular filter, your search is based on field values - for example, all candidates whose State is "California". This is pretty straightforward and ordinary. Whereas with advanced filters, you can run intelligent searches based on the activities associated to the records, such as candidates "that have no open job opening associated to them". Or "job openings without any notes for the last 6 months".

When the criteria for advanced filters are based on sales priorities such as tasks, notes and emails rather than just field values, your chances for discovering valuable sales information is much higher. When you use intelligent combinations of the available criteria, advanced filters truly work like magic.

 Filter records using advanced filters

To filter records using advanced filters

  1. Go to the desired module.
  2. Select the required module list view.
  3. Under Filter [Records] By, select the desired combinations.
    You can select any number of search combinations as required.

    Click More to see more search criteria.
  4. Click Apply Filter.
    The records that meet the criteria are displayed.
  5. You can select records and assign suitable followup activities or run macros on them.
    You can also SaveFilter for future use.

Note

  • You will see the Save Filter button when you have applied filter.
  • You can save upto a maximum of 5 filters.
  • Saved filters are specific to each user.

 Use advanced filters effectively

Following are some common sales scenarios in which you can effectively make use of the benefits of advanced filters. Remember, these are only examples. There are similar countless scenarios you can come up with depending on the combination of search criteria.

 Discover untapped candidates

You work on a fresh set of candidates every week. Over time, you lose track of the candidates that needed a second or third follow-up. But in reality, among those idle candidates, there might just be a great potential waiting for you - but only if you follow up on it. Advanced filters can filter out such records for you within seconds.

  1. Go to the Candidates module.
  2. Select the required module list view.
  3. Under Filter Candidates By, select the following combinations:
    • Select Rating > = > 3
    • Select Mobile > is not empty
    • Select Emails > is not empty

    You can select any number of search combinations as required.

    Click More to see more search criteria.

  4. Click Apply Filter.
    The records that meet the criteria are displayed.
  5. You can select records and assign suitable followup activities or run macros on them.

 Keep a track of recruitment activities

You want to keep a track of your recruitment activities as well as that of your subordinates. With advanced filters, you can narrow down all Job Openings for which there is an immediate need for recruitment. Select the required module list view.

  1. Under Filter Job Openings By, select the following combinations:
    • Select Target Date > In the last > 3 days
    • Click More to see more search criteria.
  2. Click Apply Filter.
    The records that meet the criteria are displayed.
  3. You can select records and assign suitable followup activities or run macros on them.
     

Besides overdue jobs, you can also filter the following information about candidates and job openings:

  • Job Openings that have a "hot" rating are jobs that fetch a lot of comission. 
  • Candidates having a rating of 4 or above are potential candidates maybe wanted by many.

Advanced filters thus make it easy for recruitment managers and head hunters to hunt down such cases and act on them instantly.

 Act instantly on the insights discovered

Advanced filters not only enable you to discover quick insights but also follow up on the results obtained. For example, you have discovered hot candidates that have gone unnoticed. You have filtered out job openings that need your attention. But what next?

The moment you filter out records, advanced filters let you can act on them instantly. There are quick actions that can be taken on the records such as Macros, Mass update, Create Task and so on. From the very same results page, you can follow up on the records instantly.

  1. Go to the desired module.
  2. Select the required module list view.
  3. Under Filter [Records] By, select the desired combinations.
    You can select any number of search combinations as required.
    Click More to see more search criteria.
  4. Click Apply Filter.
    The records that meet the criteria are displayed.
  5. You can select records and assign suitable followup activities or run macros on them.

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