Crelate’s search is a very powerful tool that allows you to query based on resume text, notes, tags, and much more. Essentially, any data point within Crelate can ultimately be isolated within a search. When a new Job opens up, what better place to start than your existing database? Leverage Crelate’s search to find Contacts you might not otherwise have thought of based on skills and qualifications, and let your database do the work to help you get there. Searches can be saved and shared among your team, and they allow you to take action in bulk without leaving the screen.
What can I do with search?
You can open a record by name, search resumes and notes by keyword, narrow your results with filters, search by location, save and share your searches, and take action on many Contacts at once. Start with the guides below, from the basics to the advanced topics.
Which search guides should I read?
Start at the top, and work down as your searches get more advanced.
Using Search: a full search overview, including Quick Lookup for records, keyword search, filters, and bulk actions.
Crelate Search Assistant: suggests adjacent job titles to broaden your search and skills to narrow it.
Advanced Search: the Past Activity filters, including calls and texts, plus custom fields, dates, and form responses.
Can I Search for Contacts in Non-US Locations?: location search for the US, Canada, and the UK.
Using Find in Contacts: find Contacts by their fields, such as address.
Bonus: External Resume Search (sourcing)
Which search examples should I start with?
These quick examples show best-practice searches:
Key takeaway
Start with Using Search to learn Quick Lookup, keyword search, and filters. Use the Crelate Search Assistant to broaden or narrow a Boolean search, and move to Advanced Search and Advanced Search Groupings when you need more control. For Contacts outside the US and Canada, see Can I Search for Contacts in Non-US Locations?.
What's Next?
Still looking for more on search, including attending a live training? Look no further!