\n
Video Transcript<\/h3>\n
It\u2019s time once more for Two Minute Tuesday, Main Sequence\u2019s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.<\/p>\n
In a previous episode, we talked about saving links to commonly used searches on your MyPCR screen for easy access. That\u2019s great for general searches that you run all the time, but if you need to adjust the criteria for different purposes, the better method is to save the search query in the advanced search window as a starting point for repeated use. Let\u2019s see how that works.<\/p>\n
Let\u2019s say we regularly source candidates who live near a major city in Ohio, speak Spanish, and have a cell phone number on file. We could run that search and save the results on a Rollup to search within, but we\u2019d need to remember to add any future candidates who fit that profile to the list on a regular basis or we might miss someone. Instead, we\u2019ll build and save that query.<\/p>\n
We\u2019ll go to Name in the main menu, and then select the Advanced search option. <\/p>\n
First, let\u2019s build our location search. We\u2019ll select Zipcode radius, click the target icon, enter the city and a radius, and click search. Then we accept the list of zipcodes. We can repeat the same process for the other major cities in Ohio until we have all the ones we want. Now we set them all to \u201cOR\u201d matching, because we need records that contain any of these zipcodes, not records that contain all of them.<\/p>\n
Now we add the Language criteria. In this database, we\u2019ve got a custom Name field called Language. We\u2019ll choose \u2018Custom Fields\u2019 from the first menu, and then select the \u2018Language\u2019 field. We\u2019ll set the operator dropdown to \u2018Equal\u2019 for an exact match, and then use the popup to select \u2018Spanish\u2019 from the list of available values in the database for that field. Now we click \u2018Add\u2019 to lock in that criteria. Notice that the dropdown here is set to \u2018End Group \/ And\u2019 so that all of the Zipcode \u201cOR\u201d searches are grouped together, with the Language as a must-have criteria afterward. <\/p>\n
Finally, want to make sure these folks have a cell phone number on file, so we\u2019ll leave the first dropdown set to \u2018Predefined Fields\u2019 and then choose the \u2018Cell Phone\u2019 field. For the operator dropdown, we want to pick \u2018is not empty\u2019. Then we click \u2018Add\u2019 again.<\/p>\n
Now, rather than running the search, we use the Save icon from the Action menu, and give this query a descriptive name so we know what it does. Keep in mind that we are saving our search criteria, not the search results, and that any queries we save are only accessible to us, and not to any other users. Now, each time we need to search Ohio candidates who speak Spanish and have a cell phone, we can go back to Advanced search and use the \u2018Open\u2019 icon from the Action menu. Then we select one of our saved searches, which pre-loads the screen with the stored query. After that we can supplement it keywords, or add and remove criteria to refine the search for the task at hand, leaving the saved version untouched and ready for next time.<\/p>\n
For more Two Minute Tuesdays, please follow us on Facebook or Twitter, join the LinkedIn PCRecruiter Users group, subscribe to this YouTube channel, and watch our blog posts on your PCRecruiter login screen. If you have any ideas for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"
Today’s video is about saving your commonly used search queries so that you can open, modify, and re-use them at any time. Saved search queries can save you a great deal of time vs. re-creating complex advanced searches all the time.<\/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":[104,105],"tags":[],"class_list":["post-5559","post","type-post","status-publish","format-video","hentry","category-two-minute-tuesday","category-video","post_format-post-format-video"],"acf":[],"yoast_head":"\r\n
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