Zoho Workerly | Using Advanced Filters

Using Advanced Filters

Availability

All editions of Zoho Workerly

The advanced filter is a powerful search tool that enables you to extract valuable information in no time - information, which could otherwise take you much longer to find out. With a regular filter, your search is based on field values - for example, all temps who are from "California". This is pretty straightforward and ordinary. Whereas with advanced filters, you can run intelligent searches based on the activities associated with the records, such as temps "that have no open jobs assigned to them". Or "jobs without any notes for the last 6 months".

When the criteria for advanced filters are based on priorities such as jobs, notes and emails rather than just field values, your chances for discovering valuable information is much higher. When you use intelligent combinations of the available criteria, advanced filters truly work like magic.

Filter records 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.
     

Use advanced filters effectively

Following are some common staffing scenarios in which you can effectively make use of the benefits of advanced filters. Remember, these are only examples. There are similar countless scenarios you can come up with depending on the combination of search criteria.

Discover untapped temps

You may work on a fresh set of jobs every week from various clients. Among those jobs, there might just be a great potential waiting for you - but only if you follow up on it. Advanced filters can filter out such records for you within seconds.

  1. Go to the Jobs module.
  2. Select the required module list view.
  3. Under Filter Jobs By, select the following combinations:
    • Select Job Status > is > Active
    • Select No. of Temps Required > 8

    You can select any number of search combinations as required.

  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.

Keep a track of staffing activities

With advanced filters, you can narrow down all Temps who are not yet assigned to any Jobs. Select the required module list view.

  1. Go to the Temps module.
  2. Under
     
    Filter Temps By, select the following combinations:
    • Select Assigned Jobs > is not assigned.
  3. Click Apply Filter.
    The records that meet the criteria are displayed.
  4. You can select records and assign suitable followup activities or run macros on them.

Besides overdue assignments, you can also filter the following information about temps and jobs:

  • Jobs that are tagged "hot" are jobs that fetch a lot of comission.
  • Temps having an experience of 4 or above maybe wanted by many.

Act instantly on the insights discovered

Advanced filters not only enable you to discover quick insights but also follow up on the results obtained. For example, you have discovered temps that have gone unnoticed. You have filtered out jobs that need your attention. But what next?

The moment you filter out records, advanced filters let you can act on them instantly. There are quick actions that can be taken on the records such as Macros, Mass update, Create Task and so on. From the very same results page, you can follow up on the records instantly.

  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.
  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.

    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 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

                Zoho SalesIQ Resources



                    Zoho TeamInbox Resources




                              Zoho DataPrep 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

                                                        • Using Roster View for Temp Scheduling

                                                          You can now keep up with temp schedules using Zoho Workerly's Roster View. Overcome the difficult maze of complex temp staffing issues.  Here are some benefits of using Roster View for temp scheduling: Avoid overloading your temp staff Manage empty ...
                                                        • Managing Clients

                                                          In a typical Business to Business (B2B) scenario, Client represents a Company or a Department within the company, with which your organization is currently doing business with or is planning to do business with in the future. A client raises a job ...
                                                        • Search Records

                                                          The search option helps to locate 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 Workerly are: Search by Alphabets ...
                                                        • Using Calendar in Zoho Workerly

                                                          Knowing your calendar and the various components in it are helpful in planning all your events and scheduled calls efficiently. Following are some of the components in the Zoho Workerly calendar that will help you understand the calendar better and ...
                                                        • Common Functions

                                                          Navigate Records Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho Workerly allows easy movement between records; provides options to choose the number of records to be displayed in one page; and ...

                                                        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