Lists Overview

Learn how lists work throughout Bullhorn ATS/CRM, and how to use them to view, edit, and update your records efficiently.

List Types

Simple Entity List

A simple entity list provides basic functionality, and appears within record tabs to show associations.

The Contacts or Locations tab of a Company record.

Simple entity lists include:

  • Sortable column headers

  • Column filters for supported search fields

  • Row highlighting to distinguish rows in long tables

Text-based Column Filters

Text-based column filters behave differently depending on the entity.

These simple entity lists support "contains" searching on all text-based fields:

  • Candidate
  • ClientContact
  • ClientCorporation
  • JobOrder
  • JobSubmission
  • Lead
  • Note
  • Opportunity
  • Placement
  • Task

These simple entity lists only support "starts with" searching on text-based fields:

  • Location
  • Credential Requirements

Advanced Entity List

An advanced entity list has the most extensive functionality, and appears when you select an entity button from the main Bullhorn menu.

The Job List or Contact List

Advanced entity lists include:

  • Everything from simple entity lists

  • Column resizing
  • Customizable column layout (by view layout or Favorited Search)
  • The ability to save searches
  • The ability to perform an advanced search

Tips and Tricks

Binoculars

  • Click the Binoculars icon to open a slideout preview of the record, including contact information, saved notes, and the resume, if applicable.

  • Use the Actions drop-down on the slideout to take action on the record — for example, adding a note or task, or sending a resume to a contact.

Inline Edit

  1. Hover over a value in a list view column to reveal the edit pencil icon.

  2. Click the icon to inline edit the field — choose a new option from the drop-down, or type a new value.

  3. Click Save to update the record. The new value appears in the list view.

Mass Edit

  1. Select records using the checkboxes on the left side of the screen. A blue # Selected button appears in the top right.

  2. Use this button to mass update your records — for example, changing status, deleting records in bulk, or sending a mass mailing.

 

If you are using ATS Growth (formerly Team edition), you won’t see the following options in the drop-down:

  • Change Job Categories
  • Change Skills
  • Change Industries
  • Change Source

FAQ

Why can't I customize the columns on my list view?

The ability to customize list view columns is controlled by your user type entitlements, with a separate entitlement for each entity — for example, Customize Columns Candidate List controls this for the Candidate list. Contact your Bullhorn Admin, who can raise a case with Bullhorn Support to enable the relevant entitlement for your user type.

Why can't I edit records directly from the list view?

Inline editing from list views is controlled by your user type entitlements, with a separate entitlement for each entity — for example, Inline Edit Candidate List or Inline Edit Job List. Contact your Bullhorn Admin, who can raise a case with Bullhorn Support to enable the relevant entitlement for your user type.