Having the ability to perform quick, detailed and complex searches is very important to ensure your productivity is effective. You have the capability in itris to search all the main record types; Applicants, Companies, Contacts, Jobs, and Placements.
For each search area you will have a jump list menu of the different areas you might want to add criteria. You can click on an item in this list to go directly to that area of the search criteria.
Unless otherwise stated by an OR, each area of criteria will act as an AND search, meaning records would need to match each piece of criteria in order to be returned in the results.
In itris you have the capability of searching via reverse criteria, to bring back results that excludes those based on a piece of data that they do not have. For example, this might be finding all Project Managers but exclude those that have the statuses of 'Do Not Call' or 'Not Looking' which makes searching incredibly flexible.
Reverse criteria can be used to exclude selected list items.
In some cases reverse criteria will available as one of a three state criteria option: exclude, include and ignore.
Using the example below when searching applicants:
- exclude will remove any applicants from the results who are currently within the 'rebate period'
- the fact that any applicant might (or not) have a 'live offer' is ignored
- by including 'Within grace period', the results will be narrowed down to just applicants who are currently within a grace period (who meet all other search criteria)
You can also find records with fields where the values are null, this is useful for database maintenance. To search on fields where the value is null, you must click on the criteria's label to toggle the null value search, which will turn the label red and display a watermark inside the control saying "No value". This will also disable the control until the label is clicked again to deactivate the null search.
So for example, finding all companies that do not have a Business Type against their record or contacts with no email address, will allow for an administrator to go through each record and populate these fields. Databases are only as good as the data that they contain.
Most, but not all fields can have criteria reversed (excluded) and searched on based on null values.
Searching by User
When searching by user in itris, using the filter in the selection box you can choose to narrow the list of user down by Team, User Group or by name and you can also choose to show archived (old) users.
Once you have inputted your criteria and run your search, the results are brought into a results package and moved to the active searches area. The active searches will be saved for the duration of your session within itris, however, your search will disappear once itris is closed (unless you save the search first). The active list will show all of the searches that have been run in the session, provided they have not been closed, with the name of the search, the total results and the record icon of the search.
As well as running searches, you can also save results to be used again. This allows you to use results in another session and perhaps find new records using the previous criteria. Any new records found will appear with a blue star indicating it is a new result within the search. This is useful for working with large search result sets and for searches that you wish to recycle.
The Combine Searches functionality allows you to combine saved searches together to show results from both lists, to only show those included in both lists or exclude results of one saved search from another. Combining results from slightly different criteria is a way to yield a broader or narrower set of results. See the related articles for further information.
- Agent Tasks
- Applicant Searching
- Boolean Searching
- Company Searching
- Contact Searching
- Custom Field Searching
- Job Searching
- Keyword Searching
- Locations & GeoLocations Searching
- Managing Search Results
- Placement Searching
- Saved Searches
- Search Templates
- Settings | Special Words