{"id":5171,"date":"2016-01-19T14:05:27","date_gmt":"2016-01-19T19:05:27","guid":{"rendered":"http:\/\/www.pcrecruiter.net\/two-minute-tuesday\/pcrmobile-2\/"},"modified":"2016-01-19T14:05:27","modified_gmt":"2016-01-19T19:05:27","slug":"whats-a-rollup","status":"publish","type":"post","link":"https:\/\/www.pcrecruiter.net\/site\/2016\/01\/19\/whats-a-rollup\/","title":{"rendered":"Two Minute Tuesday: What is a Rollup?"},"content":{"rendered":"

In this week’s\u00a0new Two Minute Tuesday<\/a> video, we’re talking about Rollups. Rollup lists are one of the most powerful tools in the PCRecruiter toolbox, but are often underutilized or misunderstood by new users (and even seasoned ones). This video gives the overview, and in future editions we’ll get into some of the cool things a Rollup can be used for.<\/p>\n

If you have any comments\u00a0or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net<\/a><\/p>\n

\n

Video Transcript<\/h3>\n

It\u2019s time for this week\u2019s \u201cTwo Minute Tuesday,\u201d Main Sequence\u2019s series of very short videos designed to highlight often overlooked PCRecruiter features, concepts, or best practices in a convenient couple of minutes.<\/p>\n

This week, \u201cWhat is a Rollup?\u201d Rollups are one of PCRecruiter\u2019s most powerful features, and yet they\u2019re often misunderstood or underutilized by newer users. <\/p>\n

In the simplest terms, you can use a Rollup to group together (or roll up) any bunch of names, companies, and\/or jobs. Common reasons for grouping records are to save search results, which you can then sub-search and sort within, manage calling lists, send a bulk email or text message, filter job boards and reports, export and sync with other databases, and make changes to, delete, copy, or move lots of records all at once.<\/p>\n

The most common way to roll records up is to run a search, select some or all of the records, and then click the rollup icon in the actions menu at the upper right. You\u2019ll see your most recently viewed rollups presented first. You may be wondering about these name, company, and position columns. Well, think of every rollup list like a three-page pad of paper, with one infinite sheet for each of the three record types. These columns indicate how many of each type of record are on the list. In most cases, my lists will contain just names, companies, or jobs alone, but if I wanted to roll up all of my jobs, contacts, and candidates in Cleveland together, I could put them all on the same Cleveland list. Keep in mind that any one record can be on as many rollups as you wish, but the same record can\u2019t appear on the same rollup more than once.<\/p>\n

Now, if I wanted to add the records I selected earlier to an existing list, I\u2019d just select a recent rollup or click \u201cRollups\u201d in the sidebar to search within all of the lists in my database. But right now, I want to create a new rollup, so I click \u201cAdd Rollup\u201d. The Description is all that\u2019s required, but I may want to categorize the list or write a memo about what it\u2019s for. When I click save, PCR generates a new list and puts my selected records on it. If there are a lot of records, I can minimize the window and go about my work in the system while the list is compiled.<\/p>\n

You\u2019ll also find a \u201cRollup\u201d option in the navigation menu on names, companies, and jobs for managing a single record\u2019s appearance on related lists, and a \u2018Rollups\u2019 option in the main menu, where you\u2019ll go to manage and work inside of your lists in general.<\/p>\n

In future episodes we\u2019ll talk about some of the handy things you can do with Rollups, but that\u2019s it for this week\u2019s Two Minute Tuesday. For more, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

In this week’s\u00a0new Two Minute Tuesday<\/a> video, we’re talking about Rollups. Rollup lists are one of the most powerful tools in the PCRecruiter toolbox, but are often underutilized or misunderstood by new users (and even seasoned ones). This video gives the overview, and in future editions we’ll get into some of the cool things a Rollup can be used for.<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[33,104,105],"tags":[],"class_list":["post-5171","post","type-post","status-publish","format-video","hentry","category-topics","category-two-minute-tuesday","category-video","post_format-post-format-video"],"acf":[],"yoast_head":"\r\nTwo Minute Tuesday: What is a Rollup? - PCRecruiter<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.pcrecruiter.net\/site\/2016\/01\/19\/whats-a-rollup\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Two Minute Tuesday: What is a Rollup? - PCRecruiter\" \/>\r\n<meta property=\"og:description\" content=\"In this week's\u00a0new Two Minute Tuesday video, we're talking about Rollups. 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