Converting & Focused Searches

Converting means taking a list of one type and turning it into another. This is available in areas such as searches, reports, job and placement lists and submissions tabs. When converting a list a Focused Search form will open. Focused Searching means the search criteria is focused (or limited) to the records within the original search or list.

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Nancy Cusack itris Expert

Converting Search Results

After you run a search the Convert button is amongst the Action buttons at the foot of the results. It will display the options you get for converting the current search to a different context as a Focused Search.

For example, you can run a Company search and convert it to a Contact search. In this scenario, the search is focused on the Contacts within the Companies returned in the original Company Search.

Converting search results is available as follows:

  • Applicant to Placement search
  • Company to Contact, Job or Placement search
  • Contact to Company, Job or Placement search
  • Job to Company, Contact or Placement Search
  • Placement to Applicant, Company, Contact or Job Search

Clicking Convert on any one of these search results will open as a Focused Search for the search to be run and display the results or for further criteria to be added if required.

Please see below for more information on Focused Searches.

Converting Reports

At the foot of each of the below Reports you will have an option to open the results as a Focused Search. Clicking this will open a focused search where, if required, you can add additional search criteria before running the search. Please see below for more information on Focused Searches.

The following details the report search conversions available:

  • Comments report to Applicant, Company, Contact, Job and Placement searches
  • Sources report to Applicant and Placement searches
  • Income report to a Placement search
  • Reference report to an Applicant search
  • Job Statistics report to a Job Search
  • CV Submissions report to Applicant and Job searches
  • Interviews report to Applicant and Job searches
  • Offers report to Applicant and Job searches
  • Starters report to a Placement search
  • Finishers report to a Placement search

Converting Lists

You can convert lists to searches from a number of places using the Search action button below the list.

  • Contacts listed on the Company record
  • Jobs listed on Company and Contact records
  • Placements listed on Company and Contact Records

On each of the tabs/lists mentioned above, you will find the Search button which will open as a Focused Search for the search to be run and display the results or for further criteria to be added if required.

Please see below for more information on Focused Searches.

Converting Submissions

From the submissions tabs of the different record types, you can convert the lists to focused searches as follows, using the Search action button below the list.

Applicant Record

  • Marketed to Contacts search
  • Applications to Job search
  • Shortlist to Job search
  • CV Submissions to Job search
  • Interviews to Job search
  • Offers to Job search
  • Placements to Placement search

Company Record

  • Marketed to Applicant search
  • CV Submissions to Applicant search
  • Interviews to Applicant search
  • Offers to Applicant search

Contact Record

  • Marketed to Applicant search
  • CV Submissions to Applicant search
  • Interviews to Applicant search
  • Offers to Applicant search

Job Record

  • Marketed to Applicant search
  • Applications to Applicant search
  • Shortlist to Applicant search
  • CV Submissions to Applicant search
  • Interviews to Applicant search
  • Offers to Applicant search
  • Placements to Placement search

Focused Search

When a Focused Search form is loaded a banner will display at the top of the form. From here you can view all the records in a list via View Contacts or remove the focused search as part of the search criteria via Remove All.

Running the search will display the focused search data as a set of search results. Alternatively if required, additional search criteria can be added to narrow the focused results down further before running.