{"id":10938,"date":"2023-10-24T21:01:53","date_gmt":"2023-10-24T21:01:53","guid":{"rendered":"https:\/\/docs.pcrecruiter.net\/site\/?post_type=docs&#038;p=10938"},"modified":"2026-03-12T19:35:27","modified_gmt":"2026-03-12T19:35:27","password":"","slug":"introduction-to-searching","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/searching\/introduction-to-searching\/","title":{"rendered":"Introduction to Record Searching"},"content":{"rendered":"\n<p>Before delving into Basic or Advanced search methods, it&#8217;s essential to have a clear understanding of your data structure.<\/p>\n\n\n\n<p>In PCRecruiter, there are three primary record types: Companies, Names, and Positions. Each record type comprises structured Field data and unstructured Keyword data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Field Data<\/h2>\n\n\n\n<p>Field Data represents the organized information within records. These are the predefined or custom fields you&#8217;ll find on records, such as Company Name, City, State, Title, Email Address, and User Name. To search within field data, you select the field name from a dropdown and enter the value to search.<a href=\"https:\/\/learning.pcrecruiter.net\/site\/wp-admin\/edit.php?post_type=docs\"><\/a><\/p>\n\n\n\n<p><strong>Field Data Searching Tips<\/strong><\/p>\n\n\n\n<p>When searching most fields, records are returned if the field <em>starts with <\/em>the search term entered, as a wildcard (%) is assumed at the end of the search term. For instance, searching for First Name with <em>rob<\/em> returns rob, robert, or robin. Here are some tips for searching field data:<\/p>\n\n\n\n<p>Use % before a search term to find records where the field <em>contains<\/em> the value, rather than just starting with it. <\/p>\n\n\n\n<pre class=\"wp-block-preformatted\">Title    %Human Resources<\/pre>\n\n\n\n<p>You can use a comma as a separator to search for multiple values within the same field. <\/p>\n\n\n\n<p>You can use a comma as a separator to search for multiple values within the same field. For example, the search Human Resources,HR would return a record if the field contains either Human Resources <em>or <\/em>HR. Another example is searching multiple states by separating each value with a comma.<\/p>\n\n\n\n<pre class=\"wp-block-preformatted\">Title    Human Resources,HR\nState    FL,GA,SC<\/pre>\n\n\n\n<p>You can also combine these methods to find records that contain either value within the same field. This would return records where the field <em>contains <\/em>Human Resources <em>or <\/em>HR<\/p>\n\n\n\n<pre class=\"wp-block-preformatted\">Title     %Human Resources,%HR<\/pre>\n\n\n\n<h2 class=\"wp-block-heading\">Keyword Data<\/h2>\n\n\n\n<p>Keyword data represents unstructured text information found in areas like Resumes, Attachments, Profiles, Notes, Keywords, Summary, and Job Descriptions. When searching these areas, you use Boolean operators in the Keywords search area to refine, broaden, or group search terms.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Operato<\/strong>r<\/td><td><strong>When to Use<\/strong><\/td><td><strong>Operato<\/strong>r<\/td><\/tr><tr><td><\/td><td>Exact word<\/td><td>engineer<\/td><\/tr><tr><td>%<\/td><td>Starts with<\/td><td>engineer%<br>Unlike field searching, keywords does not assume &#8220;starts with&#8221;<\/td><\/tr><tr><td>Quotes<\/td><td>Find a phrase<\/td><td>&#8220;mechanical engineer&#8221;<\/td><\/tr><tr><td>AND<\/td><td>Narrow search<\/td><td>&#8220;mechanical engineer&#8221; AND bsme<\/td><\/tr><tr><td>OR<\/td><td>Broaden search<\/td><td>&#8220;mechanical engineer&#8221; OR bsme<\/td><\/tr><tr><td>~<\/td><td>Proximity Search (Lucene)<\/td><td>&#8220;mechanical engineer&#8221;~4<br> <\/td><\/tr><tr><td>NEAR <\/td><td>Proximity Search (KW2)<\/td><td>&#8220;mechanical NEAR6 engineer&#8221;<\/td><\/tr><tr><td>Parenthesis<\/td><td>Group search terms<\/td><td>(&#8220;mechanical engineer&#8221; OR bsme) AND (cad OR autocad OR &#8220;computer aided design&#8221; OR solidworks)<\/td><\/tr><tr><td>NOT<\/td><td><br>Exclude search term<\/td><td>\u201cmechanical engineer\u201d NOT NASA<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\"><strong><em>Always capitalize the operators AND, OR, NEAR and NOT.<\/em><\/strong><\/figcaption><\/figure>\n\n\n\n<p>All matching keywords returned will be highlighted when viewing the content. In a resume, use the dropdown at the upper left corner of the PDF viewer to jump to the next occurrence. The currently active keyword result will be given an alternate highlight color.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Geographic Searching<\/h2>\n\n\n\n<p>When working regionally or locally, searching by location can be helpful in limiting results <\/p>\n\n\n\n<p>City: Search the \u2018City\u2019 field for Chicago. However, keep in mind that this searches for entries starting with Chicago. To include records with suburbs or towns outside of Chicago, you can list them all such as Chicago,Schaumburg,Northbrook,Oak Park<\/p>\n\n\n\n<p>State: Search the State field using the 2-letter abbreviation, such as OH,IN,IL<\/p>\n\n\n\n<p>All Phone: Search the&nbsp;\u2018All Phone\u2019 field for 872,773,312 to find records based on area code. The All Phone field searches work, cell, and home phone fields.<\/p>\n\n\n\n<p>Zip: Search the first digits of the Zip field to search regionally, rather than a long string of states. &nbsp; For example, search 2,3 to find records in the Southeast or search 33,34 for southern Florida. <a rel=\"noreferrer noopener\" href=\"https:\/\/www.reddit.com\/media?url=https%3A%2F%2Fexternal-preview.redd.it%2Fwm0viTmOmLa6-NAaXZfzTo7-ukGh_-YvrBgNY7IuAWo.png%3Fs%3Dbd682b371eac1ae713a389e5f465f3aca275f3b2\" data-type=\"URL\" data-id=\"https:\/\/www.reddit.com\/media?url=https%3A%2F%2Fexternal-preview.redd.it%2Fwm0viTmOmLa6-NAaXZfzTo7-ukGh_-YvrBgNY7IuAWo.png%3Fs%3Dbd682b371eac1ae713a389e5f465f3aca275f3b2\" target=\"_blank\">Click to view US Zip Code Map<\/a><\/p>\n\n\n\n<p>Zip Code Radius Utility: You can also perform more targeted area searches using Zip Code Radius, which supports postal codes from the US, UK, Canada, Australia, and Japan. The maximum radius is 100 miles, and this option is only available in Advanced search.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Searching by Status<\/h2>\n\n\n\n<p>In PCRecruiter, the three types of records (Name, Company and Position) have a status field that can be searched using  Basic or Advanced Search. For Names, and Positions, this field is simply called \u201cStatus.\u201d For Companies, it&#8217;s referred to as \u201cDefault Company.\u201d These values are saved as single-letter codes,m so you must know the code for each value to search effectively. You can view the values used in your database by going to the Advanced search screen and selecting &#8220;Status&#8221; for Name and Position records, and &#8220;Default Company&#8221; for Companies.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Name Status<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>A<\/strong> \u2014 On Assignment. Typically indicates that the name is associated with an active <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/placements\/add-a-contract-temp-placement-legacy-pipeline\/\" data-type=\"docs\" data-id=\"10793\">Contract Placement<\/a>.<\/li>\n\n\n\n<li><strong>C<\/strong> \u2014 Candidate. The default status for names, typically indicating that they are jobseekers.<\/li>\n\n\n\n<li><strong>E<\/strong> \u2014 Employee. Indicates someone who works at the company the record belongs to.<\/li>\n\n\n\n<li><strong>I<\/strong> \u2014 Internal. Indicates someone who works at the company the record belongs to.<\/li>\n\n\n\n<li><strong>H<\/strong> \u2014 Hiring Authority. Indicates someone who works at the company the record belongs to. Often a primary client contact.<\/li>\n\n\n\n<li><strong>M<\/strong> \u2014 Manager. Indicates someone who works at the company the record belongs to. Often a primary client contact.<\/li>\n\n\n\n<li><em>O \u2014 Offer Accepted<\/em>.<em> This is a legacy Status, as the Pipeline is the correct place to designate job process status.<\/em><\/li>\n\n\n\n<li><strong>P<\/strong> \u2014 Placed. This name has been placed and is not a candidate.<\/li>\n\n\n\n<li><strong>T<\/strong> \u2014 Contractor\/Temp. A contract placement candidate not currently on an active assignment.<\/li>\n\n\n\n<li><strong>D<\/strong> \u2014 Developed\/Qualified. Sometimes used for designating Candidates that have been handled to a higher degree.<\/li>\n\n\n\n<li><em>S \u2014 Submitted<\/em>. <em>This is a legacy Status, as the Pipeline is the correct place to designate job process status.<\/em><\/li>\n\n\n\n<li><strong>U<\/strong> \u2014 Unverified. Typically records that have been generated by the <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/inhaler\/resume-inhaler\/\" data-type=\"docs\" data-id=\"5761\">Resume Inhaler<\/a> or the <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/job-board\/job-board-configuration\/\" data-type=\"docs\" data-id=\"6923\">Job Board<\/a> but which have not been manually reviewed or saved by a human.<\/li>\n\n\n\n<li><strong>X<\/strong> \u2014 Not Available. Often used to indicate people who have left the company or are otherwise not to be contacted.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Position Status<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>A<\/strong> \u2014 Available\/Open<\/li>\n\n\n\n<li><strong>F<\/strong> \u2014 Filled<\/li>\n\n\n\n<li><strong>I<\/strong>  \u2014 Internal Only<\/li>\n\n\n\n<li><strong>P<\/strong>  \u2014 Pending<\/li>\n\n\n\n<li><strong>H<\/strong>  \u2014 Hold<\/li>\n\n\n\n<li><strong>C<\/strong>  \u2014 Closed<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Company Status<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>(Blank) <\/strong>\u2014 Available. A generic &#8216;container&#8217; for Name records.<\/li>\n\n\n\n<li><strong>V<\/strong> \u2014 Vendor. Typically designates other agencies, software providers, etc.<\/li>\n\n\n\n<li><strong>X<\/strong>  \u2014 Client Company. Typically designates a company for which you are filling roles.<\/li>\n\n\n\n<li><strong>Y<\/strong>  \u2014 Default Company. The holding company for all un-attached jobseekers.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What type of search should I do?<\/h2>\n\n\n\n<p>PCRecruiter provides several search methods. Which method you use will depend on the complexity of your search.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/searching\/quick-search\/\" data-type=\"docs\" data-id=\"9766\" target=\"_blank\" rel=\"noreferrer noopener\">Quick Search<\/a> <\/strong>&#8211; This is a fast way to find a specific record but is limited to a set list of fields. Use it when you need to locate a specific entry quickly.<\/li>\n\n\n\n<li><strong><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/searching\/basic-search\/\" data-type=\"docs\" data-id=\"5535\" target=\"_blank\">Basic Search<\/a><\/strong> &#8211; Basic search allows you to search up to three fields and narrow results by keywords. Use it for straightforward searches.<\/li>\n\n\n\n<li><strong><a rel=\"noreferrer noopener\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/searching\/advanced-search\/\" data-type=\"docs\" data-id=\"6648\" target=\"_blank\">Advanced Search<\/a><\/strong> &#8211; Use Advanced Search for more complex queries. You can search more than three fields, apply comparison operators, use logical operators, search history field data, narrow results using the Zip Code Radius utility, query for records on or not on a Rollup List, and save search criteria for future use.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Before delving into Basic or Advanced search methods, it&#8217;s essential to have a clear understanding of your data structure. In PCRecruiter, there are three primary record types: Companies, Names, and Positions. Each record type comprises structured Field data and unstructured Keyword data. Field Data Field Data represents the organized information within records. These are the&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/searching\/introduction-to-searching\/\">Continue reading <span class=\"screen-reader-text\">Introduction to Record Searching<\/span><\/a><\/p>\n","protected":false},"author":34,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":["2150","2670","3150","3670","4140","4145","4150"],"footnotes":""},"doc_category":[33],"doc_tag":[],"knowledge_base":[25],"class_list":["post-10938","docs","type-docs","status-publish","hentry","doc_category-searching","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":1124,"total_views":"1773","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"rmontoni","author_nicename":"rmontoni","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/rmontoni\/"},"doc_category_info":[{"term_name":"Searching","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/searching\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/10938","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=10938"}],"version-history":[{"count":20,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/10938\/revisions"}],"predecessor-version":[{"id":14112,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/10938\/revisions\/14112"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=10938"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=10938"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=10938"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=10938"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}