Fast Find

The Fast Find locates people, companies, jobs and assignments in Adapt. The available fast find options are 'All', 'People', 'Companies', 'Jobs' and 'Assignments'.

Searching for Records

  1. The Fast Find is located to the right of the Menu Toolbar.

  2. If you hover the mouse over the Fast Find field, a list displays. Click on the type of record you want to find.

    Note: Selecting 'All' runs a combined search of People, Companies, Jobs and Assignments.

  3. After you have selected the type of record, enter all or part of the name of the record you wish to find (for example, "John Smith", "John" or "Smith").

    Note: In the examples given, omit the quotation marks when entering your search criteria.

You can enter part of a name followed by an asterisk (*) to find all records that start with the letters entered. For example, "Smi*" returns records like "Smith". "Smiley", "Smittle", etc.

Note: If searching for a hyphenated name, do not put the hyphen at the beginning or end of the search criteria as this will not bring back any results.

Getting Results

Below listed are the roles and corresponding fields searched when running a Fast Find:

People

Companies

    • Company
    • Main
    • City
    • State/Province
    • Account Manager
    • Status
    • Company
    • Main
    • City
    • State/Province
    • Account Manager
    • Status
    • Company
    • Main
    • City
    • State/Province
    • Account Manager
    • Status
    • Company
    • Main
    • City
    • State/Province
    • Account Manager
    • Status

Jobs

Assignments

Search results are grouped by role with the number of results in parenthesis.

To close the results, click x.

Candidate Results (from People search)

  1. Click the Candidate Name to go directly to the Candidate record.
  2. Click to add the record to your Favorites. Note: This is a toggle. If you click it when it is shaded blue, it will remove the record from your Favorites.

  3. Click to open the workflow menu. You can run the following workflow:

    • Log a Call - Allows you to record a conversation between you and the candidate.
    • Find Jobs - Allows you to search for jobs that match the candidate's skills and job category.
    • Add Candidate to Talent Pool - Allows you to add the candidate to a talent pool in the Recruitment Studio.
    • Create a Candidate - Creates a new candidate record.

Contact Results (from People search)

  1. Click the Contact Name to go directly to the Contact record.
  2. Click to add the record to your Favorites. Note: This is a toggle. If you click it when it is shaded blue, it will remove the record from your Favorites.

  3. Click to open the workflow menu. You can run the following workflows:

    • Log a Call - Allows you to record a conversation between you and the contact.
    • Add Contact to Call List - Allows you to add the candidate to a call list in the My Contacts widget.
    • New Job Order or Opportunity - Creates a new Job Order or Opportunity.

Client/Lead Results (from Companies search)

  1. Click the Client/Lead Name to go directly to the Client/Lead record.
  2. Click to add the record to your Favorites. Note: This is a toggle. If you click it when it is shaded blue, it will remove the record from your Favorites.

  3. Click to open the workflow menu. You can run the following workflows:

    • Add a Note - Adds a general note to the client/lead journal.
    • Create a Company - Creates a new Company record.

Prospect Results (from Companies search)

  1. Click the Prospect Name to go directly to the Prospect record.
  2. Click to add the record to your Favorites. Note: This is a toggle. If you click it when it is shaded blue, it will remove the record from your Favorites.

Supplier Results (from Companies search)

  1. Click the Supplier Name to go directly to the Supplier record.
  2. Click to add the record to your Favorites. Note: This is a toggle. If you click it when it is shaded blue, it will remove the record from your Favorites.

  3. Click to open the workflow menu. You can run the following workflows:

    • Add a Note - Adds a general note to the Supplier journal.
    • Create Supplier - Creates a new Supplier record.

Contract Job/Contract Job Opportunity/Direct Job/Direct Job Opportunity Results (from Jobs search)

  1. Click the JO/Opp ID to go directly to the Job/Opportunity record.
  2. Click to add the record to your Favorites. Note: This is a toggle. If you click it when it is shaded blue, it will remove the record from your Favorites.

  3. Click to open the workflow menu. You can run the following workflows:

    • Find Matching Candidates - Searches for Candidates that match the Skills on the Job/Opportunity.
    • Add a Note - Adds a general note to the Job/Opportunity journal.

Contract Assignment/Direct Placement Results (from Assignment search)

  1. Click the ID # to go directly to the Assignment/Placement record.
  2. Click to add the record to your Favorites. Note: This is a toggle. If you click it when it is shaded blue, it will remove the record from your Favorites.

  3. Click to open the workflow menu. You can run the following workflows:

    • Add a Note - Adds a general note to the Assignment/Placement journal.