Search for Candidates and Clients by Action Events
An integral function of the CRM is to have the capability to search for contacts or candidates by certain actions.
for instance, it would be great if you could seas all contacts that had a placement action. this would give you very warm list quickly.
Or search all candidates that had placements with a certain contacts/?
Or search all contacts that have had meetings within 3 months so to reactivate if needed.
Or all candidates that have had a proactive call to re-qualify.
Cheers Dan
Dan Power
shared this idea
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James Hooper
commented
We would benefit greatly with an update such as this. It's a real game changer!
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[Deleted User]
commented
This would be a great addition to the Firefish platform, allowing us to interact with clients and candidates that fall into specific categories. From a marketing point of view, it would help us to engage and re-engage with candidates who may have not interacted with us recently or keep those that have warm.
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Mirren Dougan
commented
This would be incredibly useful from a Marketing standpoint, it would be great to be able to segment the database in this way.
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Tom
commented
Being able to search by action would help us identify and subcategories the database to improve workflows. Very Useful!
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Henry
commented
This would enable us to query the database and interact with candidates/client in a way that is not currently possible. Supporting both recruiters and the back office!