Zoho Recruit | Search Records

Search Records

The search option helps with locating specific information or specific records without having to go through the entire list of records, thus saving time in finding records. The different search options available in Zoho Recruit are:

  • Search by Alphabets
  • Search by Information
  • Search by Criteria

Search Records by Alphabets

This option enables you to search records within a module by clicking the alphabet links displayed on top. This would directly take you to the matching records that start with the selected alphabet.

To search records by alphabets

  1. Click the [Module] tab.
    Module refers to the Candidates, Contacts, Clients etc. tabs.
  2. In the [Module] home page, click the Alphabet from the list.
    The page displays the list of matching records that start with the selected alphabet.


Note

  • The Alphabet search option searches records by First name.
    If you want to search records by Last Name, click Setup > Personal Settings > Name Format and change the format of name.

Search Records by Information

Search and find records swiftly with Zoho Recruit's Smart Search. This search feature matches your search terms with records present in the module you are currently in, simultaneously as you type. From there you can choose to access the record in its quick view or the detailed view. 

How it works:

  1. Navigate to the module you want to perform your search in and click on the search icon.
  2. Enter your search terms in the text box and your results will be displayed simultaneously as you type.
  3. You will have two view types for your search results, i.e, quick view and detailed view of the record.

Note:

  • When you are in the Home page or the Setup page, it acts as a global search, i.e, you get search results from across all your modules.
  • By default, you will be able to view all the records, provided the access to view the records is given to you by the administrator.
  • It is mandatory to enter a minimum of two characters in the text box for the search to initiate.

Search Records by Criteria using Advanced Filters

To filter records using advanced filters

  1. Go to the desired module.
  2. Select the required module list view.
  3. Under Filter [Records] By, select the desired combinations.
    You can select any number of search combinations as required.

    Click More to see more search criteria.
  4. Click Apply Filter.
    The records that meet the criteria are displayed.
  5. You can select records and assign suitable followup activities or run macros on them.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Advanced Search (Old UI)

                                                                                                                          With the Advanced Search option, you can search records in two ways. To search records by criteria: Click the [Module] tab. In the [Module] home page, click the Search icon. In the Search drop-down list, click Advanced Search. Advanced Search page is ...
                                                                                                                        • Radius Search

                                                                                                                          Radius search lets you search candidate records by location. Find better and relevant candidates who match your job role. In the Candidates list page, Radius Search allows users to search for candidates within a specific distance of a zip or postal ...
                                                                                                                        • Advanced Search (New UI)

                                                                                                                          Zoho Recruit's Advanced Search helps you locate specific information or records without having to go through your entire database. Furthermore, you can use Radius Search and additional filter criteria for improved accuracy. Filter records based on ...
                                                                                                                        • Merge Duplicate Records

                                                                                                                          Duplicate records can lead to data inconsistencies and confusion in your Zoho Recruit database. For example, imagine having multiple candidate profiles, client entries, or contact details that essentially represent the same entity. This can make it ...
                                                                                                                        • Semantic Search

                                                                                                                          Semantic Search uses a matching algorithm to filter or shortlist the most relevant candidates for a job opening, saving you the time spent searching manually. How does Semantic Search work? In the Job Openings module, Semantic Search finds candidates ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources