Do you want to become a boolean search expert. This article will teach you tips and tricks to at an advanced level for Boolean search. If you are looking to learn the basics, please check out this.
Power Tip 1: Each field has a specific name that you can search using the power search bar. When you search these specific fields you are searching just those fields instead of keywords. For example, you could search your database for people who had the past title of "VP of Sales" for example. To do that you would create:
titles: "VP of Sales"
Or you could search your database for people with the current title of VP of Sales. That search would look like:
current_title: "VP of Sales"
The above two searches are different than just searching "VP of Sales" in your power search bar. The difference is they are searching specifically past title and current title fields only, respectively.
So how do you know what the specific field names are? Below is a list of the most common that you can use. Remember, this format (with the colon) when you are using these searches:
field_name: "search words"
Check out the list of the specific fields you can search in Loxo:
Field Names on the People Tab:
Field Names on the Job Tab:
Field Names on the Company Tab:
Power Tip 2: You can create "and" searches in your database. It should be used for targeting required skills, experience, technologies, or titles you would like to limit your results to. Unless you are searching for common words, with every AND you add to your Boolean query, the fewer results you will typically get. An example is:
Java AND Oracle AND SQL AND AJAX
Power Tip 3: You can use "or" to search your database. The OR operator offers flexible inclusion, and typically broadens your search results. Many people incorrectly think the Boolean OR operator is an either/or operator, when in fact it is not.
The OR operator is technically interpreted as “at least one is required, more than one or all can be returned.”
You need to encapsulate OR statements with parentheses, if you don’t your search will run but execute in a way that you probably did not intend. Always use parentheses around OR statements as a matter of good search syntax.
Example: Java AND Oracle AND SQL AND AJAX AND (apache OR weblogic OR websphere)
The returned results must mention at least one of the following: apache, weblogic, websphere.
The best ways to use OR statements is:
To think of all of the alternate ways a particular skill or technology can be expressed, e.g., (CPA OR “C.P.A” OR “Certified Public Accountant”)
To search for a list of desired skills where you would be pleased if a candidate had experience with at least one, e.g., (apache OR linux OR mysql).
Power Tip 4: You can create "not" searches in your database to remove specific criteria from a search. To create a not string, you'll need to capitalize the word not. You could combine it with a field name search above to exclude something. For example, let's say I have tagged people "do not contact" in my database. I want to exclude these people so I can easily bulk email. My search string would look like:
NOT tag_names: "do not contact"
Power Tip 5: You can add extra emphasis on certain searches by using the carrot ^ . For example, if I am looking for a ruby and java developer but ruby is 5 times more important, I can notate that as follows:
"java developer" and "ruby"^5
Power Tip 5: You can use an asterisk to find the root/stem of a word. The asterisk can be used on most resume databases and non-Internet search engines as a root word/stem/truncation search. In other words, the search engine will return and highlight any word that begins with the root/stem of the word truncated by the asterisk.
For example: admin* will return: administrator, administration, administer, administered, etc.
The asterisk is a major time saver because it saves you from creating long OR statements and having to think of every way a particular word can be expressed.
Power Tip 6: Use the ~ symbol to look for phrases that are not exact matches. For example, let's say you are looking for people that have won some type of Sales Award. Typically, a sales award isn't going to be called a sales award on a resume. So you can search for a sales award by telling the system to find results that have the words "sales" and "award" a specific distance from each other (in the below example - 5 words apart). So you might find the "Top Regional Sales of Automotive and Sales Design Award" and the "The John Smith Sales Winner" award, etc. Your search string would be:
"sales award" ~5
Power Tip 7: Trying to clean up your data base? Use Boolean strings to filter for contacts with missing information. Simply add this string into the search bar:
To get a list of all people without an email address on their profile:
To get a list of all people without a phone numbers on their profile:
To get a list of all people without a current company on their profile:
To get a list of all people without an owner on their profile: not _exists_:owned_by_id
To get a list of all people without a location on their profile:
(NOT _exists_:city) AND (NOT _exists_:location) AND (NOT _exists_:state) AND (NOT _exists_:address) and (NOT _exists_:country) AND (NOT _exists_:zip)
To find people with this data, remove the "not" ie "_exists_:emails"
Power Tip 8: Search your database for all the companies that are blocked / locked in your database:
Power Tip 9: Search your database for all the records that have no owner.
Power Tip 10: Search your database for all the people that have no Global Status:
search NOT _exists_:global_status_id on the People page
Power Tip 11: How to search for blank hierarchy fields:
Power Tip 12: How to search for blank text fields:
Power Tip 13: How to search for blank number fields:
Power Tip 14: How to search for blank date fields:
Power Tip 15: Search your database for published and unpublished jobs. Simply navigate to your Jobs page and enter either of the boolean strings:
(-published:*) OR published:false"
Power Tip 16: Search your database by who recently updated a person:
You can also add not _exists_: or _exists_: to the front of the string
Power Tip 17: Filter your database by custom fields you create:
*if you have more than one hierarchy column update the "1" to the represent the desired column number
Power Tip 18: Search by the people in your database to find the people who you have had no contact with.
not _exists_: last_contacted_at
Power Tip 19: Search by NOT a date range in your database.
last_contacted_at:[2021-01-01 TO 2021-02-01] OR last_contacted_at:[2021-04-01 TO 2021-04-15]
(Formatting is YYYY/MM/DD)
Power Tip 20: Search by NOT global status
Once you create the global status, you can view everyone in the global status in the people's tab by clicking the global status tab in the top row:
Now to run a search of your database for everyone that DOES NOT have this assigned global status first you will have to find the id number for that global status.
For example lets say I want to run a search for everyone who does not have the status "Applied" I first go into the peoples tab and click applied in the top bar of statuses, from here I can find the ID for this global status in the URL:
So I can see the ID for the Global Status "Applied" is: 32167
Now to search for everyone in my database who DO NOT have this assigned ID, I would go into the peoples tab and type in the search bar:
NOT global_status_id: 32167
And now this search has returned everyone who does not have that assigned global status!