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An Overview of the Filter Panel and Search Options

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The Beamery Filter Panel and CRM search options give you multiple quick and easy ways to search through and use the data in your CRM to fill pipelines, define Campaign or Event audiences, or fill requisitions. 

In this article, you’ll learn about the Beamery Filter Panel, Boolean Search and Quick Search in Beamery. 


Table of Contents

The Filter Panel
Boolean Search
Search Complexity
Enhanced Search with Inferred Skills
Quick Search


The Filter Panel

You will find the Filter Panel on any grid view of candidates in Beamery. This includes the main People Grid, as well as the grid views of Pools and Vacancies. 

The below diagram will help you to understand the layout and contents of the filter panel:

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  1. Hide/Show Filters Button - On any grid view in Beamery, click this button to show or hide the filter panel. 
  2. Saved Filter Selection - Use this dropdown menu to select and apply a saved filter to your CRM. 
  3. Vertical Ellipsis Button - Use this button to save a set of filters or to save a combination of filters and along with a Boolean search string for future use. 
  4. Number of Results - Here you will see the number of profiles that meet your search and filter criteria out of the total number of profiles in your system. 
  5. Archived Button - Click this to view archived contacts that meet the filters criteria you have applied. If there are no filters applied, clicking this button will show you all archived profiles in your system. 
  6. Boolean Search Box - Click this search box to begin writing a Boolean search query.
  7. AND/OR Button - Use this button to switch your filters between AND or OR, depending on whether you would like to find profiles that meet all of your filters, or just one of your filters. 
  8. Clear Button - Use this button to quickly remove all filters you have applied. 
  9. Set Filter Parameters - After clicking on the name of a filter, you will see this area in which you can set your filter parameters. 
  10. Filter Search Box - If you know the name of the filter you would like to apply, use the filter search box to find the filter. 
  11. Data Filters - Here, you will find all of the filters that allow you to search the standard information on candidate profiles. Click the arrow at the bottom of this area to browse the full list of data filters.  
  12. Time Filters - Here, you will find all of the filters that allow you to search your CRM based on the timing of communications or profile activity within Beamery. Learn more about time-based filters here. Click the arrow at the bottom of this area to browse the full list of time filters.  
  13. Custom Filters - Here, you find filters that are custom to your organization. These filters correspond to the custom fields that your organization has decided it would like to use. Click the arrow at the bottom of this area to browse the full list of custom filters.   

Boolean Search

You can access Boolean search in Beamery from the Filter Panel, or by clicking the Boolean Search link in the top navigation bar. For more information on Boolean search, check out this article

The below diagram will help you to understand the Boolean search modal:

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  1. Boolean Search Box - Here, you can type to enter your Boolean search string. 
  2. Clear Button - Use this button to clear the Boolean search box. 
  3. Saved Snippets - Click this button to find any saved Boolean Snippets available to your organization. Saved Snippets are pre-loaded boolean strings that you can use to quickly begin your Boolean search
  4. Recent Searches - Once you have started to use Boolean Search, you will see your most recent searches in this area, and you can click on a recent search to use it again. 
  5. Search Selection - Use this area to select whether you would like to search everything in Beamery, just attachments, or just the information help on a Beamery Profile. 
  6. Cancel and Submit Buttons - Use the cancel button to return to the page you were previously on without running your boolean search, or hit submit to run your boolean search. 

Search Complexity

Occasionally, you may try to apply a combination of filters or run a Boolean search query that is too complex for Beamery to run. If this happens, you'll see this error message: 

8559e4d9-f72d-4940-9a43-e8f5229a6d8c-GdQ.png

This can happen for two reasons: 

  1. Your Boolean search string contains more than 5,000 characters. Note that this character count includes any skills included by Enhanced Search if you have this enabled. 
  2. You have applied more than 100 filters. 

To resolve this issue, you will need to either: 

  1. Reduce the number characters in your Boolean search query, or 
  2. Reduce the number of filters you have applied.

Enhanced Search with Inferred Skills

Supercharge your sourcing by using Enhanced Search with Inferred Skills. Save time by eliminating the need to compose complex searches. Instead, just search for the role titles you’re looking to fill and Beamery’s AI will identify the most relevant skills and expand your query. Enhanced search helps uncover hidden or overlooked talent that simple searches cannot find.

Enhanced Search with Inferred Skills is part of an alpha program, and was first released in May 2021. 

The below diagram will help you to understand the Enhanced Search modal:

1621246079262-vKE.png

  1. Boolean Search Box - Here, you will see the boolean search query that you entered, which the Inferred Skills AI used to find relevant skills. 
  2. Enhanced Search Toggle - Use this toggle to enable or disable the Enhanced Search feature, as desired. 
  3. Inferred Skills - In this list, you will find the list of skills that the Inferred Skills AI engine has determined as most relevant to the job titles in your boolean query. 
  4. Feedback - If you’d like to share feedback on the skills that Beamery AI has added to your search query, click this link. 

Learn more about using Enhanced Search with Inferred Skills here


Quick Search

Quick Search in Beamery allows you to easily find specific profiles using a contact’s name, email address or phone number. 

You can find the Quick Search Bar in the top navigation bar of most screens in Beamery. Or, you can launch Quick Search from anywhere in Beamery using the keyboard shortcut Ctrl+K.

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In Summary… 

The Beamery Filter Panel and CRM search options give you multiple quick and easy ways to search through and use the data in your CRM to fill pipelines, define Campaign or Event audiences, or fill requisitions.


Additional Resources

How to use Boolean Search
How to Create and Save filters
An Overview of the People Grid

 

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