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Add Custom Quick Search Fields

You can add custom quick search fields in your agency dashboard to make it easier to find clients and candidates. Add the fields most relevant to your workflow and optionally customize their display labels for a more efficient search experience.

You can configure quick search fields for both the Client Table and Candidate Table on the agency dashboard. For demonstration purposes, this article uses the Candidate Table.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click More > Global Settings, as shown in the screenshot below.

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 Step 2: Click the Dashboard tab from the available tabs. 

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 Step 3: Click the Candidate Table option to expand and view its details. 

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 Step 4: Scroll down to the Quick search field for Candidate table of agency dashboard option. 

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 Step 5: Select the field(s) from the dropdown list that you want to add to the Search and Filter Tools. 

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 The settings will be saved automatically. 

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You can also customize the label displayed for each search field by entering the desired text in the Display Label field. By default, the original field label is displayed.

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 Step 6: Click the Candidates tab in the navigation bar. 

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Step 7: Click the Search and Filter Tools icon.

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 The added search field will appear in the Search and Filter Tools, enabling you to quickly locate and filter candidate records using the selected field.  

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