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To filter contacts by recruiter notes, open the Contacts filters, add the recruiter-notes criteria, and search for the text in the notes. You can narrow by teammate and date range.

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What this gets you

  • You rediscover candidates by what your team wrote about them, such as interview feedback and conversations.
  • Your team’s knowledge becomes searchable instead of staying buried in notes.
  • The matching note shows beside each result, so you see why someone came up.

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Steps

  1. Open Contacts and open the filter sidebar.
  2. Add the recruiter-notes criteria and enter the text you’re looking for, such as interview feedback.
  3. Optionally filter by the teammate who wrote the note, and limit the search to a date range.
  4. Combine it with your other filters, such as role, location, or tags.
  5. Read the matching note next to each result.
  6. Save the search to reuse it.

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Tips

  • Note criteria also work in saved and recent searches.

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Ideas to get more from it

  • Search your notes for phrases like relocating or open to contract when a matching role opens.
  • Limit the search to a date range to find recent conversations.
  • Combine the notes search with role and location filters for a precise shortlist.