Table Filters in Vincere are a powerful tool that allows you to refine and focus on the specific data you need. Below is a comprehensive guide to the different table filters available in Vincere, organized by the different modules (CRM and ATS) and their specific functions.
Click on the links ⬇️ to skip to the section you're interested in:
⭕ Where to Find Table Filters
You can find the Table Filters icon (triangle button) next to the configuration table, in the same line as the search table on the left side.
⭕ Table Filters for CRM (Jobs, Contacts, and Companies)
📊 Jobs Table View Filters
Pipeline View: Option to turn off the pipeline view
Floated candidates: Option to remove from the job table view.
Under Filters Table - There are 3 mean sections Jobs, Candidates, and Application.
Job Filters:
General Options: Filter by All Jobs, My Jobs, and My Team's Jobs (available if you're a team manager).
Job Status: Filter by All Jobs, New Jobs, Open Jobs, Active Jobs, Inactive Jobs, Placed Jobs, Booked Jobs, Closing Jobs, Closed Jobs. (Definition of them click HERE)
Company Filter: Filter Jobs by specific Companies.
Contact Filter: Filter Jobs by specific Contacts.
Job Type Filter: Filter by Permanent, Work From Home, Temporary, Contractual, Temp Agency.
Additional Settings:
Active Applications: Option to include or exclude all applications before the Sent stage.
Fx Rate: Choose between Original currency or My currency.
📊 Candidate Table View Filters
General Options: Filter by All Candidates or My Candidates.
Created Date: Filter by the following time frames:
This Week
Last Week
This Month
Last Month
This Quarter
Last Quarter
This Year
Last Year
This Financial Year
Last Financial Year
Job Type Filter: Filter by Permanent, Work From Home, Temporary, Contractual, Temp Agency.
Additional Filters: Option to hide archived candidates.
Applications Table View Filters
Actioned Date: Filter by specific time frames, such as:
This Calendar Year
Last Calendar Year
Last 2 Calendar Years
Last 3 Calendar Years
Last 4 Calendar Years
Last 5 Calendar Years
Actions older than 5 Calendar Years
📊 Contact & Company Table View Filters
In the Contact and Company Table View, you can apply various filters to refine and focus the data according to your needs. Below is a breakdown of the available filters:
1. Company Filters
All Companies: View all companies in the system.
My Companies: View only the companies assigned to you.
2. Contact Owner Filters
All Contacts: View all contacts associated with companies.
My Contacts: View only the contacts assigned to you.
3. Created Date Filters
All: No date restriction; view all records.
This Week: View records created in the current week.
Last Week: View records created in the previous week.
This Month: View records created in the current month.
Last Month: View records created in the previous month.
This Quarter: View records created in the current quarter.
Last Quarter: View records created in the previous quarter.
Today: View records created today.
Yesterday: View records created yesterday.
This Year: View records created in the current year.
Last Year: View records created in the previous year.
4. Status Filters
Existing: View companies that are currently active or ongoing.
New: View newly added companies in the system.
⭕ Table Filters for ATS (Candidates)
📊 Candidate's Table View Filters
General Options: Filter by All Candidates or My Candidates.
Created Date: Filter by the following time frames:
This Week
Last Week
This Month
Last Month
This Quarter
Last Quarter
This Year
Last Year
This Financial Year
Last Financial Year
Job Type Filter: Filter by Permanent, Work From Home, Temporary, Contractual, Temp Agency.
Additional Filters: Option to hide archived candidates.
📊 Activities Table View Filters
Available Filters Option in the Consolidated Activities Dashboard
Entities
Candidate
Job
Job lead
Contact
Company
Deal
Category
Comment
Task
Meeting
Email: Email Sent and Email Received
Application
Placement: New, Renewal, Updates, Terminated | Undo, Absence, Placement Cancellation, Comment.
Shift Cancellation
New Record
Deletion
Marketplace
SMS
SendGrid Email
Vinneo: Vinneo Outreach
These table filters provide extensive flexibility, allowing you to tailor your view in Vincere according to the specific data you need. This can greatly enhance your efficiency by focusing only on the most relevant information.
Happy Recruitment #TheVinnyWay🤩