What happened
What this says
Current to 11 Oct 26Nadia asked if she could search for specific candidates across all client conversations and calls. Bethan showed how to search by name and by candidate ID, handling follow-up questions on narrowing results.
Problem: Nadia needed to pull all information about a specific candidate from across calls and conversations. Handling: Bethan showed candidate search by name and provided ID-based search syntax for precision searching. Nadia successfully used the features with multiple follow-ups. Result: Customer found value in cross-system candidate queries.
Details
Updated 9 Oct 26Priorityhigh
Statusclosed
Categoryhow_to
Channelweb
First response (min)119
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- created · Nadia Bashir 30 Jan 2025 13:12Hi, can I search for specific candidates across all our client conversations and calls? I need to pull everything we've heard about a candidate to brief a consultant. Is that possible? Thanks, Nadia
- public_reply · Bethan Lister 30 Jan 2025 15:11Hi Nadia, yes you can. Use the search bar at the top and type the candidate's name: it'll search calls, feedback, everything. Let me know if you're not seeing what you expect.
- public_reply · Nadia Bashir 31 Jan 2025 13:40Got it, but I'm seeing a lot of results with similar names. Is there a way to narrow it down?
- public_reply · Nadia Bashir 31 Jan 2025 14:24Also, can I search by candidate ID instead? I have the ID number from our system.
- public_reply · Bethan Lister 31 Jan 2025 14:44Good question. If you search using the ID, that'll be much more precise. Try 'ID:' followed by the ID number and that should pull up just that candidate. Can you try that and tell me what you see?
- status_change · 4 Feb 2025 23:59
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