This article explains how to configure table views and Smart Views in the system so you can control which columns and records you see when working with Candidates, Contacts, Companies, and Jobs. Customising your views saves time and puts the most relevant information at the front of your workflow.
Configure Table Views and Smart Views
Filter Your Table View
You can filter records across four entities to focus on what matters most. Click the Filters icon to access the following filter options: Jobs, Candidates, Applications, and Companies.
Filter by Jobs
Click the Filters icon, then select Jobs.
Choose whose jobs you want to view — your own or your entire team's.
Select your preferred Job Type and Status, then click Apply.
🤓 Tip: You can also filter by Company and Contact from the Jobs filter, which is useful when managing specific accounts.
Filter by Candidates
Click the Filters icon, then select Candidates.
Select My Team's Candidates to view all candidates owned by your team, or select My Candidates to view only those assigned to you.
📌 Note: My Team's Candidates is only available to users designated as Team Managers in group settings.
To verify your setup:
Go to Settings, then click Group, Tags & Locations.
Click Group, find your team.
Then select your name in the Manager field dropdown and click Save.
🤓 Tip: To view archived candidates, scroll to the bottom of the filter panel and deselect Hide Archived Candidates. Archived candidates will then load into your table view.
Filter by Applications
Click the Filters icon, then select Applications.
Use the available options to filter actions, including those that occurred more than five calendar years ago since the candidate was added.
Filter by Companies
Click the Filters icon, then select Companies.
Choose to view all companies or only those assigned to you.
Use the status option to check whether a company is new or already exists in the system.
Customise Your Table View Columns
Columns are available to customise across all tabs, including Candidates, Jobs, Companies, and Contacts. Each tab displays different columns relevant to that entity.
Click the Columns icon to open the column selector.
Tick the checkbox next to each column you want to display, then close the panel to apply your changes.
To reorder columns, drag and drop them into your preferred position so the most important information appears first.
Use Select All to enable all columns, Deselect All to remove all, or Reset to return to your previously saved Smart View.
📌 Note: You can select more than one option when filtering within columns. Use keywords such as "contains", "starts with", "is equal to", or "is not equal to" to refine your search further.
Create and Manage Smart Views
Smart Views let you save customised table configurations so you can switch between them quickly depending on the type of recruitment you are managing — for example, permanent, contract, or retained roles.
Create a Smart View
Configure your columns as described above to show the information you need.
Click the Smart View tab, then enter a name for the view (for example, "Contract" or "Perm").
Click the Save icon to save the view.
📌 Note: You can create an unlimited number of Smart Views and switch between them at any time. To set a default view, select the Smart View you want to see each time you log in. To revert to the system default, deselect the current view.
Edit an Existing Smart View
Open the Columns panel and make your changes.
Click Save to overwrite the current Smart View with your updates.
To save your changes as a new Smart View without affecting the original, click Save As and enter a new name.
📌 Note: Smart View owners can control who has permission to edit the columns within a shared Smart View, ensuring consistency for your team.
Best Practices
Set a default Smart View for your most common recruitment type so it loads automatically each time you log in.
Use descriptive names for your Smart Views (such as "Contract – Compliance" or "Perm – Senior Roles") so team members can identify them easily.
Use the Reset option if you have made unwanted column changes and want to return to your last saved Smart View.
Review shared Smart View permissions regularly to ensure only the right team members can make edits.
🤔 FAQs
Q1: Why can't I see the My Team's Candidates filter option?
Answer: This filter is only available to users assigned as Team Managers in group settings. Go to Settings, then Group, Tags & Locations, and confirm your name is set in the Manager field for the relevant group.
Q2: How do I view archived candidates in my table view?
Answer: Open the Candidates filter, scroll to the bottom of the panel, and deselect Hide Archived Candidates. Archived records will then appear in your table view.
Q3: Will saving changes to a Smart View overwrite it for everyone who uses it
Answer: It depends on the permissions set by the Smart View owner. If you have edit access, saving will update the shared view. Use Save As to create a personal copy without affecting the original.