Advanced employer search

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Advanced Employer Search

The advanced search allows you to search by any field in the employer record.   If your search includes multiple criteria for the same field (i.e. multiple statuses), these are grouped together automatically.

 

1.Select File - Search Employers from the menu or click the drop-down arrow "Search" button on the toolbar and select "Search Employers".
2.Click the ADVANCED tab.
3.Select the Search Type from the drop-down list.  This allows you to select which type of information you wish to search.
3.1.For example, a Search Type of MAIN allows you to search on the primary Employers screen, while PRODUCTS lets you search on products and services offered by the employer.
4.Select the field you wish to search from the Search Field drop-down list.
4.1.Some Search Types also require you to select the type of field from the Sub Type drop-down list.  For example, if you select PHONE as the Search Field, you must select a Sub Type, such as MAIN, DEPT. FAX, or MAIN FAX.
5.Select the Search Condition from the drop-down list.
5.1.If you need to change the condition after you have added it to the grid, you can click in the Cond field.  This will enable a drop-down arrow that allows you to change the condition.
6.Enter the search criteria into the Value field.
7.Click the "Add to List" button to add this search criteria to the Selected Criteria pane.
8.Repeat steps 3-7 for additional search criteria.
8.1.If you add multiples value for the same field (i.e. multiple titles or multiple phone area codes), they will automatically be grouped together with an OR condition.  If you want to change this to an AND condition, select it from the Group Condition drop-down list.
9.Click the "Search" button to initiate the search.
10.To open the employer record, double-click on the appropriate row in the Results pane.

 

You can clear the search results by clicking the "Clear Results" button.

 

To create a list from the search results, click the "View as List" button.

 

More Information

Search Conditions

Standard Employer Search

Skillset Employer Search