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Searching, refreshing and right-click actions

Three small tools sit on every list page and make day-to-day work faster: the search box, the refresh icon and the right-click menu. They behave the same way on any list page, for example the Candidates or Vacancies page.

Searching a list​

The search box at the top of each list page finds records by key fields such as name, email or phone.

  1. Type your term into the search box at the top right.
  2. The list narrows to matching records as you search.
  3. Click the X in the box to clear the term and return to the full list.

For example, on the Candidates page you can search for 'Sarah Williams' by name, or find a record by email address or phone number.

Refreshing the table​

The refresh icon reloads the table's data from RecSphere.

  • Use it after changes are made elsewhere in the system, so the list reflects the latest data.
  • Use it if a list looks stale or out of date.

A spinner shows while the data loads, then the table updates.

Right-click actions​

Right-click a row to open a context menu of quick actions for that record. For example, you can open the record straight from the menu, along with other row-level quick actions, without leaving the list.

Refresh before you assume something is wrong

If a record you expected is missing, or a recent change has not appeared, click the refresh icon first. The list may be showing data from before the change.