The Advanced Search function in Vincere provides users with powerful tools for refining searches within the platform to quickly locate records such as candidates, applications, jobs, contacts, and companies.
This tool leverages advanced search techniques, including Boolean operators, fuzzy matching, wildcard searches, and intuitive field-based search parameters to boost search precision and efficiency.
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⭕ Overview of Advanced Search
Advanced Search in Vincere is designed for professionals needing high-precision searches across large candidate databases, job lists, contact pools, and company profiles.
🤩 It simplifies complex queries through user-friendly Boolean logic, field selection, and auto-formatting, enabling users to locate specific records without deep technical knowledge.
🗝️ Key Advanced Search Features:
Auto Boolean Operators: Adds Boolean operators automatically, reducing the need for manual query setup.
Quotation Marks for Precision: Automatically flanks search terms with quotation marks to ensure exact match results.
Fuzzy and Wildcard Searches: Accounts for misspellings and partial matches, supporting variations of search terms.
Null Searches: Allows users to locate records with empty or incomplete fields, ideal for data validation and completeness checks.
Matching Score Column: A visual indication of how well search results align with specified criteria.
⭕ Advanced Search Options by Category
Each record category (candidates, applications, jobs, contacts, and companies) has tailored fields and filters. Here’s a detailed look at what each offers:
3.1 Candidates Advanced Search
The Candidates Advanced Search includes options to filter by a variety of fields that range from personal details to job-specific information. This is particularly useful for recruiters or hiring managers looking for a targeted list of candidates based on experience, availability, and job match.
💡 Available Fields/ Columns:
Personal and Contact Information: Candidate, Current Job Title, Skills, Functional Expertise, Sub Functional Expertise, Candidate Keywords, Age, ID, Candidate Source, Industry, Sub Industry, Language Skills, Talent Pool, Candidate Owner, Reg. Date, Status, Photo, Current State | Prefecture, Town/City, Mobile, Primary Phone, Work Email, Primary Email, Email Subscription.
Employment Details: Stage (Highest), Current Employer, Candidate Brief, Job Type, Employment Type (Emp Type), Notice Period, Candidate Company Name, Candidate Company Number, Candidate Company Representative, Brands, Branches, Candidate Company Email.
Salary Information: Monthly Salary, Monthly Salary (Desired), Annual Salary, Annual Salary (Desired), Pay Rate, Time Interval, Payment Type, Desired Pay Rate.
Activity Details: No., Matching, Last Comment, Next Avail. Date, Avail. This Week, Avail. Next Week, Last Activity Date, Jobs, Met/Not Met, Custom Field Columns.
Location: Location Name (Candidate Company Address), Address (Candidate Company Address), Country, Google Maps, Distance and Zip (Postal).
🎯 For instance:
You can check for candidates' postal/zip codes and distances from a specified location in Advanced Search, offering instant proximity insights. This enhancement helps recruitment consultants prioritise candidates based on location, streamlining the selection process.
🤩 You can show or hide the "distance" and "zip (postal) code" columns in the table for a customized view, using smart views. The distance data aligns with the radius search feature, while the postal code is pulled from the candidate’s current address.
These fields enable users to create refined searches based on specific criteria, allowing for efficient and organized talent management.
3.2 Applications Advanced Search
The Applications Advanced Search is suited for tracking application progress and matching candidates to open job roles.
💡 Available Fields/ Columns:
Application Status: Stage (Highest), Status, No., Matching, Last Comment, Next Avail. Date, Avail. This Week, Avail. Next Week, Last Activity Date, View, Hot, Met/Not Met, Reg. Date.
Candidate Details: Candidate, Current Job Title, Skills, Functional Expertise, Sub Functional Expertise, Candidate Keywords, Age, ID, Candidate Source, Candidate Owner, Talent Pool, Mobile, Primary Phone, Work Email, Primary Email, Language Skills, Email Subscription, Photo.
Job Information:
Job Type, Employment Type (Emp Type), Current Employer, Candidate Brief, Candidate Company Name, Candidate Company Number, Notice Period, Brands, Candidate Company Email, Candidate Company Representative.
Search Filters: Industry, Sub Industry, Talent Pool, Candidate Keywords, Location Name (Candidate Company Address), Address (Candidate Company Address), Country, Google Maps, Current State | Prefecture, Town/City.
Using these fields, you can assess a candidate's job application journey, comparing their skills and experience with the job requirements.
3.3 Jobs Advanced Search
The Jobs Advanced Search is structured to assist in finding specific job listings based on various job characteristics and hiring details.
💡 Available Fields/ Columns:
Job Details: No., Matching, View, Hot, Photo, Job Title, Company, Location, Industry, Job Category, Emp Type, Job ID, Job Type, Job Owner, Functional Expertise, Sub Functional Expertise, Sub Industry, Brands, Branches, Manual Job Board, Google Maps, Job Post, Job Start Date, Job End Date, Teams, Divisions, Sourcing Status.
Salary and Pay:
Gross Annual Salary (Total), Pay Rate From, Pay Rate To, Annual Salary From, Annual Salary To, Projected Contractor Pay, NFI / Fee.
Dates and Timelines: Open Date, Sourcing Close Date, Reg. Date, Last Activity Date, Closed Date.
Recruitment Metrics: % Chance of Placement, Time to Fill (Days), Headcount, Submitted Candidates, Active Candidate(s), Open/Closed Job.
Linked Records:
Contact Name, Created By, Custom Field Columns.owner.
This section is ideal for filtering jobs based on urgency, status (open/closed), or by recruiter, streamlining the hiring process.
3.4 Contacts Advanced Search
The Contacts Advanced Search provides in-depth search capabilities for managing contact information of prospective clients or networking leads.
💡 Available Fields/ Columns:
Basic Details: No., Preferred Name, Contact Name, Photo, Contact ID, Email, Primary Phone, Mobile, LinkedIn, Skype, Preferred Contact Method, Email Subscription, Status.
Professional Info: Job Title, Industry, Sub Industry, Functional Expertise, Contact Owner, Teams, Divisions, Brands, Distribution List, Job Leads, Last Placement Date, Custom Field Columns.
Activity Metrics: Matching, View, Hot, Last Activity Date, Reg. Date, Jobs, Submitted Candidates, Floated Candidates.
Company Association: Company, Location, Reports To, Google Maps, Branches.
Using this search, sales and networking professionals can efficiently track and manage leads, enhancing relationship-building efforts.
3.5 Companies Advanced Search
For account managers, the Companies Advanced Search provides tools to locate companies by various organizational and industry details.
💡 Available Fields/ Columns:
Company Info: Company, Industry, Sub Industry, Brands, Company ID, Parent Company, Headquarters Name, Company Owner, Created By, Reg. Date, Teams, Divisions, Job Leads, Custom Field Columns.
Location and Contact: Location, Primary Phone, Switchboard, Fax, Website, Google Maps, Contacts, Jobs, Branches.
Activity Tracking: Matching, View, Hot, Last Activity Date, Submitted Candidates.
Social Links:
LinkedIn, Facebook.
This functionality simplifies account management by organizing clients and partners in an easy-to-navigate format, with search customization that caters to your business needs.
⭕ Key Advanced Search Functionalities
4.1 Auto Boolean Operators
The Auto Boolean Operators feature in Vincere enhances the search experience by simplifying Boolean operations and making advanced searches accessible to all users - no Boolean expertise required. Here’s how it works and why it’s beneficial:
🎯 How Auto Boolean Operators Work
Automatic Operator Addition: As you type your search query, Vincere automatically inserts Boolean operators (like
ANDorOR) between words or phrases. This simplifies the search process and makes it easy for users to generate complex searches without needing to manually add operators.
4.2 Fuzzy Search
The Fuzzy Search is the use of search algorithms to find strings that match patterns approximately. This is a great addition to your search and accommodates:
misspelled keywords
British versus American spellings
accidental typos in your database.
🎯 How does this work?
Simply type the word as closely as possible ending with ‘~’ and Vincere will find you candidates who match closely to what you are looking for, e.g. operat and operating will find you ‘operator’ and ‘operating’.
4.3 Wildcard Search
The wildcard asterisk () can be used for variations of root words. For example, typing “manag” will yield results for “manager,” “management,” and “managing,” covering different word forms in one query.
4.4 Null Search
Null search locates records with empty or missing values, a useful feature for data integrity checks.
For instance, to find candidates without a phone number, select the field and enter “IS NULL” in the search bar.
This is perfect for data integrity checks across missing information like phone numbers, or industry and functional expertise tags.
👉 All you have to do is:
Go to the Advanced Search mode
Enter the name of the field
Type 'IS NULL' in the string OR select "is null" from the dropdown
Hit Search!
4.5 Matching Score Indicator
This feature shows how closely results align with search criteria, using a percentage score. Based on the TF-IDF model, this feature enhances candidate ranking accuracy for a more effective selection.
⭕ Advanced Search Tips and Hacks
Field Search: Type job titles, companies, or skills directly without Boolean syntax for faster searching.
Other Fields: Narrow down further by selecting specific fields such as industry or skills from a dropdown.
Resume Search: Activate the “Search Resume” box to search keywords in candidate CVs.
Availability Search: Filter candidates by availability within specific timeframes (e.g., next 7 days).
You can also choose the Day or From - To Time you want to apply the Availability search to, simply click on Custom field.
The Availability Search criteria will then be added to the Search Parameters.
You can edit / remove the Availability criteria by changing the Range to None and Vincere will automatically update the search string in the Search Parameters for you.
📌 Note: You can also remove the Availability search string from the Search Parameters by clicking on the x icon and removing the operator OR.
Indeed Integration: Search Indeed’s database directly from Vincere for added candidate reach.
⭕ Boolean Operators and Modifiers
Vincere’s Advanced Search supports the following Boolean operators for precise control:
AND: Limits results to include all terms (e.g., Java AND SQL).
OR: Expands results to include at least one term (e.g., Linux OR Windows).
NOT: Excludes specified terms (e.g., Project Manager AND NOT Construction).
Asterisk (*): Wildcard for word variants (e.g., “admin*” for administration, administrator).
Brackets ( ): Group OR terms to refine searches (e.g., (Java OR Python) AND SQL).
⭕ Export to CSV with Advance Search
📂 Please refer to this article for more details: Export to CSV (Excel)
⭕ Getting Started with Advanced Search
Accessing Advanced Search: Located on the top left of the screen, click on Advance Search Options and select the object you wish to search for.
Building Search Parameters: Input search words/phrases, select fields, and let Vincere auto-generate Boolean parameters.
Refining Results: Edit parameters, change Boolean operators, or remove criteria by adjusting the search fields.
With these advanced search tools, Vincere provides robust support for targeted record retrieval, helping you achieve faster, more accurate recruitment and contact management. Happy searching!
Happy Recruitment #TheVinnyWay🤩