What happened
What this says
Current to 10 Oct 26Jenna Price asked how to search recent placements across team members' activity. Bethan Lister explained how to use the home page search box with candidate names or references. No follow-up yet.
Problem: Jenna needed to search placement data quickly across multiple team members to respond to client enquiries. Handling: Bethan explained the search feature on the home page and filters; asked Jenna to try it and report back. Status: Open with no follow-up shown yet, so outcome unknown.
Details
Updated 9 Oct 26Prioritynormal
Statusopen
Categoryhow_to
Channelweb
First response (min)95
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Trail
- created · Jenna Price 21 Jul 2026 08:28Hi, I'm trying to search our recent placements across all of our team members' activity in the brain, but I can't seem to find the right way to do it. We have a couple of enquiries in from clients asking about past candidates, and I need to pull that information quickly. Sorry if this is obvious – the team's stretched at the moment so I haven't had time to dig through the help docs. Can you walk me through it?
- public_reply · Bethan Lister 21 Jul 2026 10:03Thanks for reaching out. Just so I've got this right – you want to search placement records across your team's activity? The easiest way is to use the search box on the home page and type in a candidate name or reference. That'll pull up any matches across your placements, calls and emails. Can you try that and tell me what you see? If you get stuck, I can walk you through it in more detail. Thanks, Bethan
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