Less repeated filtering
Recruiters can save important record views once and return to them whenever the same list needs review.
February 2026 Search and organization
Smart Views for All Entities
ATZ CRM expanded Smart Views across more record types so recruiters can save useful filters for candidates, jobs, clients, and other daily work areas.
Save filtered views across candidates, jobs, clients, and more
Return to important record lists without rebuilding filters
Support cleaner daily review for recruiters, managers, and account teams
Combine Smart Views with folders, tags, stages, owners, and activity signals
Make repeat searches easier across more of the CRM
Quick answer
What changed for recruiters?
Smart Views for All Entities lets recruiters save and reopen filtered record views across candidates, jobs, clients, and more. Instead of rebuilding the same filters every day, teams can keep practical working views for sourcing, pipeline review, client follow-up, job tracking, and operational lists.
What changed
What this update changes
Smart Views are now available across all entities in ATZ CRM. Recruiters can create reusable filtered views not only for candidates, but also for jobs, clients, deals, and other record areas where repeat review happens.
This update is built for the lists recruiters open again and again: active jobs needing candidates, clients waiting for feedback, candidates ready for outreach, records owned by a recruiter, or follow-up lists for a specific campaign.
Earlier Smart Views helped recruiters reuse Advanced Search combinations for candidate work. February expands that same idea across the wider CRM so teams can create a more consistent habit for recurring record review.
For managers, Smart Views can also make team check-ins sharper. Instead of asking someone to recreate a filter live, the team can start from a saved view that already reflects the working segment.
Why it matters
Why it matters to recruiters
Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.
Better focus across modules
Candidates, jobs, clients, deals, and other records can each have practical views for the way the team works.
Cleaner manager reviews
Team leads can standardize review views for open jobs, client follow-up, candidate activity, and recruiter-owned work.
Faster handoffs
When a teammate needs context, a saved view can point them to the right group of records without a long explanation.
Before and after
How the workflow changes
Before
Recruiters rebuilt the same filters across different modules whenever they needed a familiar working list.
After
Recruiters can save reusable views and return to them across candidates, jobs, clients, and more.
Before
Smart Views were useful for candidate-focused searching, but other record types still needed manual filtering habits.
After
The same saved-view approach now supports more of the CRM, giving teams a consistent way to revisit important lists.
Before
Managers often depended on exports, shared lists, or verbal instructions to review the same filtered records.
After
Teams can align around saved views for recurring reviews and daily priorities.
How recruiters use it
How the workflow works
The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.
1
Choose a repeat review pattern
Start with a list the team checks often, such as open jobs without enough candidates, clients awaiting feedback, or candidates needing outreach.
2
Apply the right filters
Use fields such as owner, stage, status, folder, tag, date, client, source, or engagement signal to narrow the list.
3
Save it as a Smart View
Give the view a clear name that reflects the action the recruiter should take when opening it.
4
Use the view during daily work
Open the saved view during sourcing blocks, pipeline reviews, client follow-up, or manager check-ins.
5
Refresh views as workflows change
Update or retire Smart Views when campaigns, clients, owners, or hiring priorities shift.
Best fit
Teams that benefit most
Recruiters who reuse the same filters every day
Managers who want repeatable pipeline review views
Account teams tracking clients, contacts, jobs, and deals
Agencies with large databases and multiple workstreams
Teams already using folders, tags, stages, and Advanced Search heavily
Helpful next steps
Related ATZ CRM pages
Advanced Search filter types Review the filters recruiters can combine before saving repeatable views. Candidate Details, Smart Views and Email Defaults Read the earlier update that introduced Smart Views for candidate-focused Advanced Search workflows. Folders Filter and Clickable Reports See how folder-based filtering helps recruiters narrow records before saving or reviewing lists. Folders Across All Entities Explore the related organization update that expanded folders across more record types. Matches module Learn how cross-job candidate assignments can be reviewed with filters and visible columns. Reports and Dashboards Use reporting alongside saved views when teams need higher-level visibility into recruiting performance.
Quick answers
Common questions
What changed with Smart Views in February 2026?
Smart Views were expanded across all entities, helping recruiters save filtered views for candidates, jobs, clients, deals, and other record areas.
How are Smart Views different from folders?
Folders group selected records. Smart Views reopen filtered lists based on conditions such as status, owner, stage, tags, folders, or other fields.
What should a recruiter save as a Smart View?
Save any list you review repeatedly, such as candidates ready for outreach, open jobs needing coverage, clients waiting on feedback, or records owned by a specific recruiter.
Can Smart Views help managers?
Yes. Managers can use saved views to standardize recurring team reviews without asking recruiters to rebuild filters each time.
See it in context
Review this update inside your recruiting workflow
Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.