Overview
SourceWhale Search now includes more structured People Search filters, including Custom Fields.
Use these filters with your search prompt to narrow people in one search experience.
These filters are available to all users with SourceWhale Search. For Custom Fields, use Build manually; they are not generated from the search prompt.
How It Works
Open Search from the left sidebar.
Select SourceWhale in the source selector.
Click Build manually with the sliders icon.
Choose a filter in Ideal Profile.
Set the value or date range for the filter.
Click Search.
Use more than one filter to narrow your people list further.
Ownership and relationships
Sourcer: filter by the responsible sourcer or owner.
Relationships: choose Candidate or Client.
Status: choose Active or Finished People status.
Campaign and project context
Campaign Type: choose Candidate sourcing or Business development. The filter matches people linked to open campaigns of the selected type.
Campaigns: choose a campaign or No Campaign. No Campaign matches people without a campaign.
Campaign Status: include or exclude people currently active on a campaign.
Project Status: include or exclude people currently in a project.
Contact details and exclusions
Has Phone Number: show people with a phone number.
Has Email Address: show people with an email address.
Exclude Bounced: exclude people with bounced emails.
Exclude Unsubscribed: exclude people who have unsubscribed.
Created Date
Use Created Date to choose a start and end date for people.
Custom Fields
Custom Fields configured for your People appear as individual filters in Ideal Profile.
Text: enter one or more values; people matching any value are included.
Number: set a minimum, maximum, or both.
Date: set a start date, end date, or both.
Multi-select: choose options and use OR, AND or NOT to include or exclude matching people.
Add Custom Fields from Build manually. The current AI search prompt does not generate Custom Field filters.
FAQs
Does this require setup?
No. These filters are available to all users with SourceWhale Search. Existing Custom Fields configured for your People appear as filters.
Is Status the same as Campaign Status?
No. Status uses Active or Finished People status. Campaign Status shows whether a person is currently active on a campaign.
What does No Campaign mean?
It returns people without a campaign.
Can I use these filters with Public Profiles?
No. Select SourceWhale as the search source. For Public Profiles filters, read Searching Public Profiles.
Are Custom Fields included?
Yes. Custom Fields configured for your People appear as individual filters. Add them from Build manually; the current AI search prompt does not generate Custom Field filters.
Related guides
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