The record grids provide the ability to perform quick searches using the extensive criteria in the first drop-down list across company, client, candidate, vacancy and placement records.
Here is how
- Select the record type from the Smart Navigation panel.
- The search grid will load, like the one above.
- Use the first drop-down box choose the type of match you want to make.
- Use the criteria boxes to enter some basic criteria.
- Press the 'Go' button to run the search.
- Alternatively, you can use the quick-start letters (A-Z) that in one-click allow you to jump straight to matching results based on the selection displayed in the first drop-down box.
- You can sort your results using any column by clicking the header. Click to toggle between ascending and descending etc.
The quick search displays between 20 & 60 results per page depending on your user settings.
What do those letters mean in the grids?
Within the client quick search grid the letters correspond to:
J = Jobs
P = Placements
N = Notes
T= Tags
Within the companies quick search grid the letters correspond to:
C = Client Contacts
J = Jobs/Vacancies
P = Placements
T = Tags