View Categories

Add Keywords to a Record

Table of Contents

Keywords act as ‘tags’ to mark a record with specific words for later searching. You can use keywords to indicate a candidate’s skills, industries, certifications, etc. They are not date/time/user stamped like Notes or Activities.

Individual Records #

  1. Access the Company, Name, or Position record
  2. Click the Keywords icon on the Navigation Toolbar
  3. Click into the text area
  4. Type the keyword terms related to the record. Do not format with commas, parenthesis or quotation marks as this could affect your ability to search.
  5. If your administrator has defined keyword tables in the System area, you can select the various codes (Skill Codes, Specialty Codes, etc.) and select your keywords accordingly.
  6. Select Save when finished.

Multiple Records #

  1. Add the desired records to a Rollup List
  2. Open System in the Main Menu
  3. Choose Global Change
  4. Choose Bulk Add Keyword
    • Choose the type of record you wish to update
    • Select the Rollup List that contains the records.
    • Indicate whether you intend to Add or Remove the keyword from these records.
    • Source:
      • Keyword Text — Add one or more keywords or “quoted phrases”, separated by spaces, into the box.
      • Predefined / Custom Field — Select a field on the record in which the desired word is found. This can be useful for converting a field value, such as “Industry”, to a keyword searchable term.