There are two types of data that can be searched within your database: field data and indexed text. Examples of field data are First Name, Last Name, Title, State, etc. Indexed Text are your Resumes, Notes, Keywords, Summary, Candidate Profiles, and Job Descriptions.
- Select the type of record (Company, Name or Position) icon from the Main Toolbar which you would like to search. This will display a search form in which you can filter your search using up to 3 fields and/or keywords.
- Three fields will display by default (Learn how to change your defaults). To search a different field, use the dropdown to find and select the desired field.
- Enter search terms in the box to filter by indexed text.
- Click Search. If you searched indexed text your results will sort by relevancy to the search terms.
- By default, PCRecruiter will find results that start with the value you enter. Use percentage symbol (%) before the value to search fields that contain the value rather than starts with. For example, searching the Title field %engineer will names where Engineer and Director of Engineering are in the title.
- Use a comma to separate multiple values when field searching. For example, search the State field for OH,MI,IN
- You can also use a combination of commas and percentages. For example: %HR,%human resources
- Learn how to search the Status field here
Tips for searching indexed text:
Boolean Operator | When to Use | Example |
OR | Using OR broadens a search to include results that contain either of the search terms you specify. OR is a good tool to use when there are several common spellings or synonyms of a word | “human resources” OR HR |
AND | Using AND narrows a search to include results that contain both the search terms you specify. | “mechanical engineer” AND aerospace |
” “ | Use quotes to find a search terms as a phrase | “human resources” |
NOT | Using NOT will narrow results by excluding search terms. NOT returns results that contain one, but not the other of the search terms you enter. | sales NOT manager |
( ) | Use parenthesis ( ) to group relative search terms. | (nurse or RN) AND (“intensive care unit” OR ICU) |
NEAR | Use NEAR to find results based on proximity of words. The number after NEAR denotes the maximum number of words apart. | “mechanical NEAR5 engineer” |