Crelate’s search lets you find Contacts, Companies, and Opportunities by name, and find Contacts by resume text, notes, tags, and almost any other data point. When a new Job opens, your existing database is the best place to start. Search for Contacts you might not otherwise have thought of, based on skills and qualifications. You can save and share searches among your team, and take action in bulk without leaving the screen.
What types of search can I use?
Crelate has a quick lookup search and a full-text search.
Quick Lookup: Find a particular Contact, Company, or Opportunity by name.
Full-Text keyword search: Search for terms, such as “management,” in resumes and in the text of your notes.
How do I find a record with Quick Lookup?
You type the name in the Quick Lookup search box, and the results are grouped by type. Use the tabs above the results to show everything, or only Contacts, Companies, Opportunities, or Settings. You do not need to select GO.
Select the magnifying glass icon in the left navigation bar. The search box opens.
Type the name of the Contact, Company, or Opportunity. Results appear as you type.
Select the record you want to open.
Each result shows the name and its record type on the right, such as Candidate, Customer, or Opportunity. Underneath the name, a gray line shows the location, if one is listed on the record. For Contacts, it also shows the current position details, if they are on the record.
Note: Once you select GO, your search becomes a full-text search. You are then looking for the keyword “crelate” on any resume, which is likely not your intended outcome. For a quick lookup, do not select GO.
💡 Pro Tip: If several Contacts have the same name, use the gray line under each name, such as a location or a position, to choose the right one.
How do I search resumes and notes by keyword?
You type your keywords in the search box and select GO. Crelate searches a Contact’s resume and the notes you have recorded on that Contact.
You can also leave the search box blank and select GO to open the full-text keyword search.
The search box accepts a full Boolean query, with operators such as AND and OR, and lets you group items together. For more on Boolean, see Search and Basic Boolean Logic.
💡 Pro Tip: Double-click a Contact in your results to see the Profile, the Resume, and the Search Results on one screen. To move to the next Contact, select it from the results. You do not need to close the one you have open.
Where does Crelate search for my keywords?
By default, Crelate searches documents, such as resumes. Below each Contact’s name, Crelate shows where it found the keyword, such as on the resume. You can change where Crelate searches. To search the notes you have left on an activity, or to limit your search to resumes only, expand Activities or Documents in the Search through list.
How does the Crelate Search Assistant help me build a search?
When you run a Boolean search, the Crelate Search Assistant panel appears below the search bar with two kinds of suggestions. Also, Search suggests related job titles to broaden your search, and Narrow by skill suggests skills to narrow it. Select Include similar titles to add every suggested title at once. The Search Assistant is on by default on Business plans and higher. Admins can turn it off for the whole organization, and individual users can turn it off for themselves. For the full steps, see Crelate Search Assistant.
How do I narrow my results with filters?
You use the filters on the right-hand side of your search results. You can filter by any field in Crelate, including custom fields. The results update as soon as you add a filter, so you do not need to select GO.
Crelate shows several default filters. To narrow your search by Tags, Location, or Contact Owner, use one of the pre-populated filters. The Location filter works for the US, Canada, and the UK. See Can I Search for Contacts in Non-US Locations?.
For popular filters that other customers find helpful, see Advanced Search.
💡 Pro Tip: To run a search using only a filter, without Boolean logic, remove any text from the search bar and add your filter. The results update on their own.
How do I add advanced filters?
Select Advanced in the filters area to add more data filters. With them, you can query by salary information, Contacts with specific activity types, Contacts you recently created, and dozens of other options. This includes the Past Activity filter, which has Outbound Call, Inbound Call, and Text Conversation. For popular filters, see Advanced Search.
How do I take bulk actions from Search?
You select the Contacts and use the drop-down that shows the number you selected, such as 6 Selected contacts. You can highlight Contacts or select multiple. From the drop-down, you can tag them, send a bulk text or an email campaign, or add them to a Job. For the full list of actions, see Bulk Operations.
How do I change my view in Search?
You select the view drop-down above the quick filters and choose your view, such as List or Map. The Map view shows your results as pins on a map. See How do I show search results on a map?
💡 Pro Tip: To set one type of view as your default, see What does List / Grid Paging Mode mean?
How do I save a search?
You save a search for quick access, and you can share it with other users. Select the Search drop-down in the upper left corner, and then select Save this Search. Enter a name for your search. You can also choose to share it with other users. For more, see Saving and Deleting a Search.
Troubleshooting
Why does my search for a name return resumes and not the person?
You selected GO, which runs a full-text search for the name on resumes. For a quick lookup, type the name, and select the record from the results without selecting GO.
Why does my keyword search not find a word I wrote in a note?
By default, Crelate searches documents. Expand Activities in the Search through list to include the notes on activities.
Why do I not see the Search Assistant?
The Search Assistant appears after you run a Boolean search on Business plans and higher. Admins can turn it off for the organization, and users can turn it off for themselves. See Crelate Search Assistant.
What to share if it still does not work: the keywords you searched, the filters you added, whether you selected GO, and a screenshot of the search screen.
Key takeaway
Use Quick Lookup to open a Contact, Company, or Opportunity by name without selecting GO. Use full-text search to find keywords in resumes and notes, add filters on the right to narrow the results, and let the Crelate Search Assistant suggest adjacent titles and skills. Filters update the results on their own. You can take bulk actions on selected Contacts, change your view, and save and share your search.
What's Next?
Looking for more search training and more advanced steps? Take a look at our content below!