Creating Custom List Views in Zoho Recruit to Filter Candidates

05/09/2025 01:19 PM - By FusionHawk

If you're spending more time searching for candidates than actually engaging with them, it's time to put your system to work for you. With Custom List Views in Zoho Recruit, recruiters can filter and view exactly the records they need—instantly.

Whether you're tracking newly applied candidates, qualified referrals, or interview no-shows, Custom List Views help you organize your data with precision. In this blog, we'll show you how to create list views that cut through the clutter—and keep you focused on the right talent.

🔍 What Are List Views in Zoho Recruit?

List Views are filtered lists of records in any module—such as Candidates, Clients, Job Openings, Interviews, or Contacts.

You can:

  • Display only the records that meet certain criteria (e.g., “Candidates from LinkedIn”)

  • Control which columns are shown

  • Sort and prioritize records

  • Perform mass actions (email, update, assign, etc.)

List Views help recruiters focus on what matters now—instead of sifting through hundreds or thousands of records manually.

📂 Types of List Views in Zoho Recruit

TypeDescription
Standard ViewsPre-built by Zoho (e.g., All Records, My Records, Recently Modified)
Custom ViewsBuilt by users to match specific hiring workflows or business needs
🛠️ How to Create a Custom List View

Let’s walk through creating your own filter:

Step-by-Step:

  1. Go to the module you want to filter (e.g., Candidates)

  2. Click the List View drop-down (top-left)

  3. Click + Create View

  4. Give your view a name (e.g., “Tech Candidates - Referred”)

  5. Add filter criteria, such as:

    • Candidate Source = Referral

    • Job Department = IT

    • Status = Shortlisted

  6. Choose which columns to display (e.g., Name, Email, Phone, Job Opening, Status)

  7. Set visibility permissions (e.g., Only Me, All Users, Specific Roles)

  8. Click Save

🎯 Now, your filtered list appears in the drop-down—and you can jump to it in a click.

✨ Advanced Filtering with Criteria Patterns

Want to build complex filters? Use the Criteria Pattern Editor to combine filters with AND, OR, and brackets.

Example:

To view candidates from California or Texas AND status is “Contacted”:

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(State is California OR State is Texas) AND Status is Contacted

You can add up to 25 criteria conditions in one list view—making it extremely flexible for high-volume hiring.

⚡ Mass Actions from List Views

Once you’ve filtered your records, you can take action in bulk:

  • Send Emails: Great for follow-ups or batch communications

  • Change Owner: Reassign candidates to another recruiter

  • Mass Update Fields: Change status or source for hundreds of records

  • Delete Records: Clean up old or irrelevant data

  • Export Data: Pull filtered data into Excel/CSV

This is especially useful for recruiters handling large applicant volumes.

📌 Bonus: Select All Records in a View

In the Enterprise Edition, you can select all records in a list view—even across multiple pages (up to 50,000 records). This saves time when performing mass actions like reassigning owners or updating statuses.

💼 Real-World Use Cases

RoleUse Case
Tech RecruiterFilter “Java Developers in California - Interview Pending”
Agency ManagerView “Candidates Added This Week by My Team”
HR AnalystTrack “Offers Sent But Not Accepted”
Marketing LeadBuild a list for “Job Applicants from LinkedIn Ads”
🧠 Pro Tips
  • Use Favorites ⭐: Mark commonly used views as favorites for quick access.

  • Less is more: Limit visible columns to avoid horizontal scrolling.

  • Use tags: Combine List Views with tags for better tracking.

✅ Final Thoughts

Custom List Views in Zoho Recruit are more than just filters—they're your personalized windows into the hiring pipeline. Whether you’re a hands-on recruiter or a team leader managing performance, custom views help you slice through the data and take action fast.

Organize better. Filter faster. Hire smarter.
That’s the Zoho Recruit advantage.

FusionHawk

FusionHawk Private Limited