Use Last Activity Time in Criteria

Apart from editing a record, there are various other activities associated with records. For example, adding a note, closing a task, sending emails etc. The last updated time of such activities is captured in each record as Last Update: Time (only in the Candidates, Clients, Contacts and Job Openings modules). The information in this field can be used in the List View criteria, to filter out records that had no activity for a specific period of time or those records that had recent activities.

Note

• This option is supported for the Candidates, Clients, Contacts, Job Openings and custom modules.
  
• The Last Activity Time under list view criteria and the Last Update time in the Record Details page are the same.
  
• You can use this criteria only for the custom list views.
  

Profile Permission Required : Users who have access to the Custom List view can use this option.

The activities and updates that will be recorded as Last Activity time:

The activities and updates that will NOT be recorded as Last Activity time:

• Editing contacts or job openings under an account will not be listed under the Account
  
• Deleting related lists under a record.
  

To use the Last Activity Time in criteria

1. Click the Candidates, Clients, Contacts or Job Openings module.
   
2. Select a List View from the drop-down list and click the Edit link.
   You can specify criteria only for the custom list views.
3. In Edit View page, under Specify Criteria select the Last Activity Time from the drop-down list.
   
4. Specify the criteria conditions.
   
5. Click Save.
   

Clone Custom List View

The custom views that you create can be duplicated and a similar list view can be created. Please note that the default views cannot be cloned or deleted.

To clone custom list views

1. Click the [Module] Tab.( For e.g.. Candidates, Contacts, Clients, etc.)
   
2. In the [Module] Home page, select the list view that you want to duplicate.
   
3. Click the Edit link.
   
4. Then click on the Clone button.
   
   
5. In the  Clone View  page, do the following:
   
   • Enter the custom View Name.
     
   • Select the columns to be displayed in the View mode.
     
   • Choose the option as to who can see this view.
     
   • Select the Specify Criteria check box and specify the criteria.
     
6. Click Save.
   

Edit Standard List View

You can edit the standard list views that are by default provided in Zoho Recruit to add or remove the columns in the list view. Please note that you cannot edit the criteria or rename these pre-defined list views.

To edit standard list views

1. Click the [Module] Tab. (For e.g. Candidates, Contacts, Clients, etc.)
   
2. In the [Module] Home page, select the list view that you want to edit.
   
3. Click the Edit link.
   
4. In the Edit View page, select and move the fields to the Available Columns list box.
   After selecting the columns you can change the order of the columns or remove unnecessary columns from the Selected Columns list box.
5. Click Save.
   

Delete Custom List View

The custom views that you create can be deleted if required. Please note that the pre-defined list views cannot be deleted.

To delete custom list views

1. Click the [Module] Tab. (For e.g. Candidates, Contacts, Clients, etc.)
   
2. In the [Module] Home page, select the list view that you want to delete.
   
3. Click the Edit link.
   
4. Click on Delete.