Search in ATZ CRM

Advanced Search Filter Types in ATZ CRM

Understand ATZ CRM Advanced Search filter types, including exact match, availability, ranges, contains logic, and date filters.

Quick Answer

Open Advanced Search, choose a visible field, select the right filter type such as Is Equal To, Between, Contains All, Before, or After, enter your value, and apply filters.

What Advanced Search Filters Do

Advanced Search helps recruiters narrow large record lists into precise results. You can combine field-level filters with Boolean logic to find the right candidates, jobs, contacts, organizations, or deals.

Note: Advanced Search filters only apply to fields that are visible in your list view. If a field is not shown there, it will not appear in the filter section.

Advanced Search filters in ATZ CRM

Filter Types and When to Use Them

Is Equal To

Find exact matches for a value.

Example: candidates located in Delhi.

Not Equal To

Exclude records that match a value.

Example: candidates who do not have a specific skill.

Is Available

Find records where the field has a value.

Example: candidates with a phone number.

Not Available

Find records where the field is empty.

Example: candidates missing an email address.

Starts With

Find records that begin with a keyword.

Example: jobs that start with Product.

Ends With

Find records that end with a keyword.

Example: job titles ending with Manager.

Is Less Than

Find records with a numeric value below your input.

Example: candidates with expected salary below 50,000.

Greater Than

Find records with a numeric value above your input.

Example: candidates expecting salary above 100,000.

Between

Find values inside a range.

Example: jobs with salaries between 60,000 and 80,000.

Contains Of All

Find records that contain all specified words or phrases.

Example: candidates whose resume or experience mentions marketing and automation.

Contains None Of

Exclude records that contain a keyword.

Example: contacts that do not contain Manager in the title.

Is One Of

Find records that match any one of multiple values.

Example: candidates with marketing or accounting skills.

Before

Filter by dates before a specific date.

Example: profiles last updated before January 1, 2024.

After

Filter by dates after a specific date.

Example: candidates updated after February 15, 2024.

Use Cases

Candidate Shortlisting

Combine skill, location, salary, and availability filters to find suitable candidates.

Data Hygiene

Use Not Available to find missing emails, phone numbers, resumes, or key fields.

Reporting Lists

Filter records before exporting them to CSV or Excel.

Troubleshooting

Filter Field Is Missing

Use Edit Columns to make the field visible in the list view.

Results Are Too Broad

Add another filter, use exact match, or combine with Boolean search.

Results Are Too Narrow

Remove strict filters or switch from exact match to contains-style filters.

Frequently Asked Questions

Can Advanced Search and Boolean Search work together?

Yes. Use Boolean search for keyword logic and filters for structured fields.

Can I filter custom fields?

Yes, if the custom field is visible and supported in Advanced Search.

Should I save a filtered list before export?

Review the results first, then export the filtered list when it looks correct.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.