This article explains how to search for an existing Parent company record and review the results list. Use it when you need to find a Parent record by company details, address details, or workspace-specific custom fields.
📌 Note: The available values in fields such as Brand, Office, and Custom Fields depend on your workspace configuration.
Search Parent Records
Go to Recruitment Manager, then click Organisation, then click Parent.
Review the search tabs at the top of the page: Parent Company, Address, and Custom Fields.
Enter one or more search values on the tab that matches the details you know.
Click Search to show matching records in the Parent Companies List.
Use the Parent Company Tab
Use the Parent Company tab when you want to search using business-level details.
Parent Company Search Fields
Field group | Available fields |
Parent record details | Parent Name, Parent No., Parent Type, Industry, Status, Alternate No., Migration ID, Parent Owner, Favourite |
Notes and profile fields | Parent Company Notes, Parent Company Profile |
Date and user filters | Create Date Range with Date From and Date To, Created By, Last Update Date with Update From and Update To, Last Update By |
Organisational filters | Country, Brand, Region, Office |
Open Recruitment Manager, then click Organisation, then click Parent.
Stay on the Parent Company tab.
Enter one or more company-level search values.
Click Search to display matching records in the Parent Companies List.
Use this tab when the you know details such as the Parent company name, Parent number, Parent type, industry, record owner, country, brand, region, office, or who created or last updated the record.
Use the Address Tab
Use the Address tab when the customer does not know the Parent name but does know location-related details.
Address Search Fields
Field | Description |
Address Type | Filters the address type to search. |
Address Line 1 or 2 or 3 | Searches by part of the address. |
Suburb | Searches by suburb. |
City | Searches by city. |
State | Searches by state. |
Post Code | Searches by postcode. |
Country | Searches by country. |
Open Recruitment Manager, then click Organisation, then click Parent.
Click the Address tab.
Select Address Type if you need to narrow the search.
Enter any address-related values you know, then click Search.
Use this tab when the customer wants to search by suburb, city, state, postcode, country, part of the address, or whether the record matches the Main Address or Mailing Address.
Use the Custom Fields Tab
Use the Custom Fields tab when your business has added custom Parent search fields.
The No of Employees dropdown shows example values such as:
10-20.
21-40.
41-60.
61-100.
101-200.
200-300.
300-500.
500+.
1000+.
Open Recruitment Manager, then click Organisation, then click Parent.
Click the Custom Fields tab.
Select the custom field values you want to search with.
Click Search to display matching results.
🤓 Tip: Use the Parent Company tab for most searches, then move to Address or Custom Fields only when you need more specific filters.
Review the Parent Companies List
Run a search from the Parent Company, Address, or Custom Fields tab.
Review the matching records in the Parent Companies List.
Use the list actions above the grid to add a record, export the list, reset list filters, or change the layout.
Check the result count and page controls if the search returns more than one record.
Result List Details
The documented screen shows these visible grid columns:
Office.
Parent Name.
Parent Type.
Industry.
Status.
BH Phone.
Main Address Line 1.
Main Address Line 2.
Main Address Line 3.
Main Suburb.
The result area may also show values such as:
Parent Companies List (1).
Showing 1-1 of 1 entries.
If more results are available, the grid may show pagination controls such as Previous and Next.
List Actions
Action | Use this action to |
Add | Create a new Parent record. |
Export | Download the current result list. |
Reset Filter | Clear the result list filter state. |
Manage Layout | Choose which columns appear in the result grid. |
📌 Note: Reset clears the search fields in the top search panel. Reset Filter clears filters in the results area only.
Manage the Parent Companies List Layout
Run a Parent search so the Parent Companies List is visible.
Click Manage Layout above the results grid.
Remove columns you do not need, or click Add Columns to add more fields.
Use the up and down controls to change the column order.
Click Apply to save your changes, or click Cancel to close the window without saving.
Manage Grid Layout Options
The Manage Grid Layout window includes:
A list of selected columns.
A delete icon next to each column.
Up and down ordering controls.
Reset Layout.
Add Columns.
Apply.
Cancel.
Button Functions
Button | What it does |
Reset Layout | Returns the grid to the default layout. |
Add Columns | Lets you add more available columns to the list. |
Apply | Saves your layout changes. |
Cancel | Closes the window without saving changes. |
Available Columns Shown in Manage Layout
The documented screen shows these available columns:
Office.
Parent Name.
Parent Type.
Industry.
Status.
BH Phone.
Main Address Line 1.
Main Address Line 2.
Main Address Line 3.
Main Suburb.
Main City.
Main State.
Main Post Code.
Main Country.
Mailing Address Line 1.
Mailing Address Line 2.
Mailing Address Line 3.
Mailing Suburb.
Mailing City.
Mailing State.
Mailing Post Code.
Mailing Country.
Client Owner.
Use Manage Layout when the customer wants to show more address information, include mailing address fields, check city, state, postcode, or country directly in the grid, reduce the number of columns, or prepare the list for export.
Use a Recommended Search Approach
Start with the broadest search that matches what the customer knows.
Add more filters only if the first search returns too many results.
Switch tabs if the customer knows address details or custom field values instead of company details.
Clear filters and try again if the search returns no results.
Suggested Search Starting Points
Customer knows | Recommended tab | Suggested filters |
Parent name or Parent number | Parent Company | Parent Name, Parent No., Status, Country |
Company location | Address | Suburb, City, State, Post Code, Country |
Business-specific custom data | Custom Fields | Workspace-specific custom field values |
If too many results appear, narrow the search by adding filters such as Brand, Region, Office, Parent Owner, Parent Type, or Industry.
If no results appear, try these actions:
Remove some filters.
Use fewer search values.
Switch to the Address tab.
Check whether the correct Country, Brand, or Office is selected.
Click Reset, then search again.