Dynamic View Explanations

Below is a brief summary of what each dynamic view in Exelare is meant to do.  This page will be updated as views are added or modified from time to time.

Companies


All

Displays all company records in the database, both Active & Archived.  

Active

Displays only Active company records in the database.  Meaning only records that have not been Archived.  

Archived

Displays only Archived company records in the database.  Meaning only records that have been Archived.  

Contacts



All

Displays all contact records in the database, both Active & Archived.    

Archived

Displays only Archived contact records in the database.  Meaning only records that have been Archived.    

Active

Displays only Active contact records in the database.  Meaning only records that have not been Archived.    

Recently Added

Displays contacts added to the database in the last 30 days only.  Contacts are displayed in reverse chronological order, with the newest created contacts at the top of the view.  

Daily Call List

Displays contacts only with active Call records linked to them.  Only Calls that are scheduled for today, 24 hours in advance, or calls that are scheduled in the past but have not yet been marked as 'Completed'. Completing or Deleting the Call record linked to the contact will remove the contact from this view.   Contacts with calls more than 24 hours in advance do not show up in this view. Calls scheduled with any user in the database will be included.  

Daily Task List

Displays contacts only with active Task records linked to them.  Only Tasks that are scheduled for today, 24 hours in advance, or Tasks that are scheduled in the past but have not yet been marked as 'Completed'. Completing or Deleting the Task record linked to the contact will remove the contact from this view.   Contacts with Tasks more than 24 hours in advance do not show up in this view. Tasks scheduled with any user in the database will be included.    

My Daily Call/Task List

Displays contacts only with active Task or Call records linked to them.  Only Tasks or Calls that are scheduled for today, 24 hours in advance, or Tasks/Calls that are scheduled in the past but have not yet been marked as 'Completed'. Completing or Deleting the Task or Call record linked to the contact will remove the contact from this view.   Contacts with Tasks/Calls more than 24 hours in advance do not show up in this view.  Tasks/Calls scheduled with logged in user only will be included.      

Duplicates - Email

Displays duplicate contact records, based on two or more contacts having the exact same email address.  

Duplicates - Name

Displays duplicate contact records, based on two or more contacts having the exact same First Name & Last Name.  

Hotlist

Displays contacts that have the 'Send Hotlist' Checkbox checked.  Typically contacts that have indicated they would like to receive your candidate Hotlist emailed to them on a normal basis.  

Joblist

Displays contacts that have the 'Send Joblist' Checkbox checked.  Typically contacts that have indicated they would like to receive your Joblist emailed to them on a normal basis.    

Candidates



All

Displays all candidate records in the database, both Active & Archived.    

Archived

Displays only Archived candidate records in the database.  Meaning only records that have been Archived.    

Active

Displays only Active candidate records in the database.  Meaning only records that have not been Archived.    

Available

Recently Added

Displays candidates added to the database in the last 30 days only.  Candidates are displayed in reverse chronological order, with the newest created candidates at the top of the view.    

Daily Call List

Displays candidates only with active Call records linked to them.  Only Calls that are scheduled for today, 24 hours in advance, or calls that are scheduled in the past but have not yet been marked as 'Completed'. Completing or Deleting the Call record linked to the candidate will remove the candidate from this view.   Candidates with calls more than 24 hours in advance do not show up in this view. Calls scheduled with any user in the database will be included.    

Daily Task List

Displays candidates only with active Task records linked to them.  Only Tasks that are scheduled for today, 24 hours in advance, or Tasks that are scheduled in the past but have not yet been marked as 'Completed'. Completing or Deleting the Task record linked to the candidate will remove the candidate from this view.   Candidates with Tasks more than 24 hours in advance do not show up in this view. Tasks scheduled with any user in the database will be included.      

My Daily Call/Task List

Displays candidates only with active Task or Call records linked to them.  Only Tasks or Calls that are scheduled for today, 24 hours in advance, or Tasks/Calls that are scheduled in the past but have not yet been marked as 'Completed'. Completing or Deleting the Task or Call record linked to the candidate will remove the candidate from this view.   Candidates with Tasks/Calls more than 24 hours in advance do not show up in this view.  Tasks/Calls scheduled with logged in user only will be included.        

Received

Displays candidates that have been linked to a job as 'Received'.  Candidates are linked as Received when they apply to one of your posted jobs, or by manually linking the candidate as received. This view will also display information from the job they are linked to such as JobID, Job Title, Contact Name & Company Name of the job.  Only displays candidates that are linked to an Open Job.  

Potential

Displays candidates that have been linked to a job as 'Potential'.  Candidates are linked as Potential when they are manually linked to the candidate as Potential. This view will also display information from the job they are linked to such as JobID, Job Title, Contact Name & Company Name of the job.    This can also be considered the Internal Submission to the Job.   Only displays candidates that are linked to an Open Job.  

Pipeline

Displays candidates that have been linked to a job as either 'Potential' or 'Received'.   This view will also show the most recent Link Type & SubType, meaning you can know the current status of any candidate as it relates to a job. This view will also display information from the job they are linked to such as JobID, Job Title, Contact Name & Company Name of the job.        

Pipeline Detailed

Displays candidates that have been linked to a job as either 'Potential' or 'Received'.   This view will also show all associated Link Types & SubTypes, meaning you can know the current status of any candidate as it relates to a job, plus see the history of all previous Link Types & SubTypes. This view will also display information from the job they are linked to such as JobID, Job Title, Contact Name & Company Name of the job.     

Duplicates - Email

Displays duplicate candidate records, based on two or more candidates having the exact same email address.    

Duplicates - Name

Displays duplicate candidate records, based on two or more candidates having the exact same First Name & Last Name.    

Hotlist

Displays candidate records that have the 'Send In Hotlist' checkbox checked.  Often used to keep track of candidates who are 'On The Bench' or are considered a Most Placeable Candidate (MPC).  

Jobs



All

Displays all job records in the database, including Open, Closed & Archived.    

Archived

Displays only Archived job records in the database.  Meaning only records that have been Archived.      

Open

Displays only Open job records in the database.  Meaning only records that do not have a closed date, and have not been Archived.    

Closed

Displays only Closed job records in the database.  Meaning only records that have a closed date, and have not been Archived.      

Received

Displays only jobs that have candidates who have been linked 'Received'.   Displays data from each candidate link in-line within the view.  Candidates are linked as Received when they apply to one of your posted jobs, or by manually linking the candidate as received. This view will display information from both job and linked candidate records alike.  

Potential

Displays only jobs that have candidates who have been linked 'Potential'.   Displays data from each candidate link in-line within the view.  Candidates are linked as Potential by manually linking the candidate as Potential. This view will display information from both job and linked candidate records alike.    

Pipeline

Displays candidates that have been linked to a job as either 'Potential' or 'Received'.   This view will also show the most recent Link Type & SubType, meaning you can know the current status of any candidate as it relates to a job. This view will also display information from the job they are linked to such as JobID, Job Title, Contact Name & Company Name of the job.          

Pipeline Detailed

Displays candidates that have been linked to a job as either 'Potential' or 'Received'.   This view will also show all associated Link Types & SubTypes, meaning you can know the current status of any candidate as it relates to a job, plus see the history of all previous Link Types & SubTypes. This view will also display information from the job they are linked to such as JobID, Job Title, Contact Name & Company Name of the job.       

Calendar


Please Note:  Tasks do not show up in calendar views.    

All

Displays all calendar records (Calls, Meetings, Interviews, Events, Others) in the database, both Active & Completed.  Displayed in a list format.


Active

Displays only Active calendar records (Calls, Meetings, Interviews, Events, Others) in the database.  Meaning only records that are scheduled in the future, or records that have not yet been completed.   Displayed in a list format.

Daily Call List

Displays only calendar records (Calls, Meetings, Interviews, Events, Others) that are scheduled for today, 24 hours in advance, or that are scheduled in the past but have not yet been marked as 'Completed'. Completing or Deleting the calendar record will remove the record from this view.   Calendar records more than 24 hours in advance do not show up in this view. Calendar records scheduled with any user in the database will be included.   Displayed in a list format.

Day

Displays the current calendar day, and all associated calendar records (Calls, Meetings, Interviews, Events, Others) scheduled for that day.  

Work Week

Displays the current calendar work week (Monday - Friday) and all associated calendar records (Calls, Meetings, Interviews, Events, Others) scheduled for that work week.    

Week

Displays the current calendar full week (Sunday - Saturday) and all associated calendar records (Calls, Meetings, Interviews, Events, Others) scheduled for that full week.   

Month

Displays the current calendar month and all associated calendar records (Calls, Meetings, Interviews, Events, Others) scheduled for that month   

Sent Mails


All

Displays all emails sent through Exelare since the database was created.  

Sent Today

Displays emails sent through Exelare in the past 24 hours.  

Last 7 Days

Displays emails sent through Exelare in the past 7 days.    

Last 30 Days

Displays emails sent through Exelare in the past 30 days.  

Last 60 Days

Displays emails sent through Exelare in the past 60 days.

More Than 30 Days

Displays emails sent through Exelare that are older than 30 days.

More Than 60 Days

Displays emails sent through Exelare that are older than 60 days.  

Tasks


All

Displays all tasks in the database, both Active & Completed.  Only tasks where the UserID is the same as the logged in user. 

Active

Displays all  Active tasks in the database.  Meaning any task that has not yet been completed.  Only tasks where the UserID is the same as the logged in user.   

Completed

Displays all  Completed tasks in the database.  Only tasks where the UserID is the same as the logged in user.     

Daily Task List

Displays active Tasks.  Only Tasks that are scheduled for today, 24 hours in advance, or Tasks that are scheduled in the past but have not yet been marked as 'Completed'. Completing or Deleting the Task record will remove the Task from this view.   Tasks more than 24 hours in advance do not show up in this view. Only Tasks assigned to the logged in user will display.      


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