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Magic Search

Say goodbye to the frustration of time-consuming searches, Magic Search is here!

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Written by Robyn Neal
Updated over a week ago

Magic Search is a powerful tool specifically designed to enhance the effectiveness of consultants by providing not only a quick-search function, but also searches across the whole profile for matches. Not just the Candidate/Contact's name.

To Access Magic Search, simply click on the “Search anything” bar located at the top.

Recent Recent Records:

As soon as you click on the Magic Search, you will see a list of Client, Contact, Candidate, Job records you have recently been in. Stopping the "who was I talking to again last week?"'s and getting you straight to the record you need

Magic Search Quick Actions

Whether using the recent records or searching, you will see quick actions available from within the search like:

  • Add to a favourites list

  • Email/SMS

  • Add a diary/reminder

  • Add Candidate to a Shortlist

  • Edit job Details

  • Add a new contact at a client

  • & More

Quick Searching Tips

The Magic search is a quick index search of all record types enabling you to search with speed. You can search anything from:

Emails

Phone Numbers

Names

ID's

Postcodes

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