Overview
Use the Keywords filter to find contacts whose resumes contain a word or phrase.
The filter is available on the People page and when searching your SourceWhale CRM & ATS in Search.
Searching your SourceWhale CRM & ATS in Search requires the CRM & ATS Module.
How It Works
Filter contacts on the People page
Open People.
Click Filters.
Under Keywords, type a word or phrase and press Enter.
Repeat for each word or phrase you want to add.
Choose OR, AND or NOT to the left of the Keywords field.
Filter contacts in Search
Open Search.
Select SourceWhale as your search source.
Click the sliders icon to Build manually, or open Ideal Profile on an existing search.
Select Keywords in the Ideal Profile editor.
Enter a word or phrase and press Enter.
Repeat for each word or phrase you want to add.
Choose OR or NOT for each keyword group.
Click Search or Save changes.
When searching in plain language, ask for a word or phrase to appear in a resume. Search can add it to Keywords.
Choose an operator
OR matches at least one keyword in the group.
AND on the People page matches every entered keyword.
NOT excludes contacts with any keyword in the group.
In Search, click Add another to add a separate Keywords group.
Rank by a resume keyword
In AI ranking, add a preference for a word or phrase to appear in a resume. You do not need to add a separate Keywords filter first. The results table shows whether each contact matches the ranking criterion.
In Search, the Skills filter also checks resumes for skill terms.
FAQs
Are keyword searches case sensitive?
No. Keyword searches are not case sensitive.
Do keywords match synonyms?
No. For example, JS does not match JavaScript. Add each version as a separate keyword.
Can I search for a phrase?
Yes. Enter the phrase as one Keywords entry and press Enter.
Does the People search box search resumes?
Use the Keywords filter to search resumes. The People search box searches names, emails, companies and phone numbers.
Where can I learn more about Search?
Read Search and Searching Your SourceWhale CRM/ATS.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team!