List views are categorized under Created By Me and Shared With Me. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. Just click the Star next to a list view and it will available under Favorites.
In the <Module> Home page, you can select the required list view from the View drop-down list. You can only rearrange the order of the columns or add more columns to the standard view modes. Some of the standard list views are: All Records, My Records, Recently Create Records, Recently Modified Records, Recently Viewed Records, etc.
You can create custom list views in Zoho Recruit by defining criteria as per your requirement. The custom views created by the user will be listed under the Created By Me in the drop down list.
Permission Required: Users with Manage Custom Views permission can access this feature.
To create custom views
Zoho Recruit allows you to select all records that belong to a particular custom view in one shot.
Consider this scenario. You wish to change the record owner of all candidates in the custom view called Qualified Candidates. Say you have over 20000 candidates in this custom view- it's a hassle to navigate to the "Next" page and select records on every page.
Rather, you can simply click the Select All [Records] in this View link and all the 20000 candidates will be selected in one shot and you can change owner for all these records easily.
To select all records in the custom view;In the Specify Criteria section you can specify the criteria based on which records will be filtered and can be viewed under this list view. The following table lists the criteria options for certain types of fields:
Field Type | Criteria Options | ||
String fields like:
| |||
Numeric fields like:
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Date & DateTime fields like:
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Boolean fields like:
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In the Choose Columns section select the columns to be displayed in the List View from the Available Columns list box. After selecting the columns you can change the order of the columns or remove unnecessary columns from the Selected Columns list box.
In the Accessibility Details section, define the user's accessibility to view the custom lists. The following options are available:
Criteria Pattern Editor in the custom list views help you to define the advanced filters using simple logic like and / or.
Note: You can specify a maximum of 25 criteria for a list view.
Example:
You would like to filter out the candidates from California or Texas, and whose status is Contacted.
Candidate Source contains "Imported from Zoho CRM" and State is "California or Texas" and Status is "Contacted"
You can create this criteria easily using the Criteria option given below:
The criteria pattern will be automatically set as:
Since the criteria pattern does not match the requirement, you can edit it as:
Your Criteria Pattern in Editor | Your Criteria Pattern in View Mode |
( 1 and 2 ) or ( 3 and 4 ) | (( 1 and 2 ) or ( 3 and 4 )) |
1 and 2 and 3 and 4 | (1 and 2 and 3 and 4 ) |
( 1 or 2 ) and ( 3 or 4 ) | ( ( 1 or 2 ) and ( 3 or 4 ) ) |
Apart from editing a record, there are various other activities associated with records. For example, adding a note, closing a task, sending emails etc. The last updated time of such activities is captured in each record as Last Update: Time (only in the Candidates, Clients, Contacts and Job Openings modules). The information in this field can be used in the List View criteria, to filter out records that had no activity for a specific period of time or those records that had recent activities.
Note
The activities and updates that will be recorded as Last Activity time:
The activities and updates that will NOT be recorded as Last Activity time:
To use the Last Activity Time in criteria
The custom views that you create can be duplicated and a similar list view can be created. Please note that the default views cannot be cloned or deleted.
To clone custom list views
You can edit the standard list views that are by default provided in Zoho Recruit to add or remove the columns in the list view. Please note that you cannot edit the criteria or rename these pre-defined list views.
To edit standard list views
The custom views that you create can be deleted if required. Please note that the pre-defined list views cannot be deleted.
To delete custom list views