B-Brain
Bethan Lister

How to search for candidates by name

Ticketclosed

Grisedale Search & Selection logo Grisedale Search & Selection · How to search for candidates by name

Nadia 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.

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What happened

What this says

Current to 11 Oct 26

Nadia 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.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

Details

Updated 9 Oct 26
Priorityhigh
Statusclosed
Categoryhow_to
Channelweb
First response (min)119
Helpdeskmade from

Trail

  1. Nadia Bashir
    created · Nadia Bashir 30 Jan 2025 13:12
    Hi, 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
  2. Bethan Lister
    public_reply · Bethan Lister 30 Jan 2025 15:11
    Hi 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.
  3. Nadia Bashir
    public_reply · Nadia Bashir 31 Jan 2025 13:40
    Got it, but I'm seeing a lot of results with similar names. Is there a way to narrow it down?
  4. Nadia Bashir
    public_reply · Nadia Bashir 31 Jan 2025 14:24
    Also, can I search by candidate ID instead? I have the ID number from our system.
  5. Bethan Lister
    public_reply · Bethan Lister 31 Jan 2025 14:44
    Good 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?
  6. Bethan Lister
    status_change · Bethan Lister 31 Jan 2025 15:07
  7. status_change · 4 Feb 2025 23:59
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