Use the Client search page to find existing Client company records by company details, address details, linked contact details, comment details, or workspace-specific custom fields. This helps you narrow results quickly and review or export the information you need.
📌 Note: This page is for Client company records. If you need to search for an individual person, use the Contacts page instead.
Search Client Records
Before You Begin
The page includes the Primary, Secondary, Contacts, Comments, and Custom Fields tabs.
Click Search to run your search.
Click Reset to clear the search panel.
Click Reset Filter above the result list to clear grid filters.
Click Manage Layout to choose which columns appear in the Client Companies list.
Dropdown values such as Brand, Office, and custom fields depend on your workspace setup.
How to search for client records?
Go to Recruitment Manager, then click Organisation and Client.
Review the search tabs at the top of the page. This opens the Search Client page.
Select the tab that matches the details you know, then enter one or more search values.
Click Search.
Review the matching records in the Client Companies list.
Use Export, Reset Filter, or Manage Layout above the results if you need to download the list, clear grid filters, or change the columns shown.
Use the Primary Tab
Use the Primary tab for main Client account, ownership, compliance, and structure details. This is usually the best place to start.
You can search by:
Company and structure details such as Parent Name, Parent No., Client Name, Client No., Client Type, Industry, Department Name, Corporate Identity Number, and Cost Centre.
Status and source filters such as Status, Source, Terms & Conditions (Any, Yes, No), Credit Checked (Any, Yes, No), Trade Reference Checked (Any, Yes, No), Favourite, and Interpreted Timesheet Status.
Organisational filters such as Country, Brand, Region, Office, and Client Owner.
Use this tab when you want to find a Client by name or number, search under a specific Parent, narrow by Client Type or Industry, locate Clients owned by a specific Client Owner, or filter by compliance-related fields.
🤓 Tip: Start with Client Name, Parent Name, Status, Office, or Client Owner, then add more filters only if the result list is too broad.
Use the Secondary Tab
Use the Secondary tab when you need to search by address details, alternate identifiers, migration values, grade, inspection dates, profile text, or audit details.
You can search by:
Address details such as Address Type, Address Line 1 or 2 or 3, Suburb, City, State, Post Code, and Country
Additional identifiers and profile fields such as Alternate No., Migration Id, Grade, and Client Profile
Date filters such as Inspection From Date, Inspection To Date, Create Date Range from and to values, and Last Update Date from and to values
Audit and range fields such as Created By, Last Update By, Name Start With, and Name End With
Use this tab when the customer does not know the exact Client name but does know the address, postcode, suburb, city, migration or reference number, inspection date range, or the timeframe when the record was created or updated.
Use the Contacts Tab
Use the Contacts tab when you need to find Clients based on a linked contact person’s details.
You can search by First Name, Surname, Contact Title, Contact No., Mobile Phone, BH Phone, AH Phone, and Email 1 or 2.
Use this tab when the customer only knows the contact’s first name, email address, mobile number, or phone number, or when they want to find the Client linked to a specific contact.
Use the Comments Tab
Use the Comments tab when you need to find Clients based on existing comments or identify Clients without comments.
You can search by Standard Description, Comment Details, Select Clients Without Comment, and Comment Date from and to values.
Use this tab when you want to find Clients with a specific comment type, search wording in Comment Details, identify Clients with comments in a certain date range, or find Clients without comments.
Use the Custom Fields Tab
Use the Custom Fields tab when your workspace includes additional Client-specific custom fields.
The screenshots show a custom field called TOB Expiry, which appears with date inputs and a date picker.
📌 Note: Custom fields are workspace-specific. The labels in your environment may differ, your workspace may include more or fewer fields, and TOB Expiry is an example from the screenshots rather than a guaranteed field in every workspace.
Use this tab when your team needs to search by workspace-specific values, such as TOB Expiry or any other configured custom field.
Review the Client Companies List
After you run a search, matching results appear in the Client Companies list.
The screenshots show these visible columns in the results grid:
Client No.
Client Name
Department Name
Client Type
Parent Name
Office
Main Address Line 1
Main Address Line 2
Main Address Line 3
Main Suburb
If no records match your search, the list shows No result found.
Use the Actions Above the Result List
The actions above the Client Companies list let you work with the search results.
Add creates a new Client record.
Export downloads the current Client result list.
Reset Filter clears filters applied to the result grid.
Manage Layout lets you choose which columns appear in the result list.
Change the Client Companies Grid Layout
Use Manage Layout when you want to show different fields in the results grid without opening each Client record.
Run a Client search so the Client Companies list is visible.
Click Manage Layout.
Remove any columns you do not need, then click Add Columns if you want to include more fields.
Reorder the selected columns if needed, then click Apply.
The Manage Grid Layout window includes:
A list of selected columns
A delete icon next to each column
Up and down controls to reorder columns
Reset Layout
Add Columns
Apply
Cancel
The screenshots show these available columns:
Client No.
Client Name
Department Name
Client Type
Parent Name
Office
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
Status
Client Owner
Reset Layout returns the grid to the default layout, and Cancel closes the window without saving changes.
Choose the Right Search Approach
Use the simplest search first, then narrow the results only if needed.
If You Know the Client Name
Use the Primary tab and start with Client Name, Status, Office, and Client Owner.
If You Know the Parent Company
Use the Primary tab and start with Parent Name, Parent No., and Client Name.
If You Only Know Address Details
Use the Secondary tab and search with Suburb, City, State, Post Code, and Country.
If You Only Know a Linked Contact
Use the Contacts tab and search with First Name, Surname, Email 1 or 2, Mobile Phone, or BH Phone.
If You Are Checking Activity or Account Notes
Use the Comments tab.
If Your Business Tracks Expiry or Compliance Dates in Custom Fields
Use the Custom Fields tab.
🤔 FAQs
Q1: How do I open the Client search page?
Answer: Go to Recruitment Manager, then click Organisation and Client.
Q2: What can I search for on the Client page?
Answer: You can search by company details, address details, linked contact details, comments, and custom fields depending on the tab you use.
Q3: Which tab should I use to search by Client name or Client number?
Answer: Use the Primary tab.
Q4: Which tab should I use to search by suburb, postcode, or address?
Answer: Use the Secondary tab.
Q5: Which tab should I use if I only know the contact’s phone number or email?
Answer: Use the Contacts tab.
Q6: Which tab should I use to search by notes or comments?
Answer: Use the Comments tab.
Q7: Can I search using custom Client fields?
Answer: Yes. Use the Custom Fields tab.
Q8: How do I change the columns shown in the Client Companies list?
Answer: Click Manage Layout above the result list.
Q9: What columns can I add to the Client Companies list?
Answer: The screenshots show columns such as Client No., Client Name, Department Name, Client Type, Parent Name, Office, main address fields, mailing address fields, Status, and Client Owner.
Q10: How do I clear the search form?
Answer: Click Reset in the top-right of the search panel.
Q11: How do I clear result list filters?
Answer: Click Reset Filter above the Client Companies list.