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Updating Job Titles in People Table while Keeping Industry the Same
In a People table, can we update the search (keep industry the same) and just change job titles and save the new people in a new tablw
In a People table, can we update the search (keep industry the same) and just change job titles and save the new people in a new tablw
Yes, you can create a new search with updated job titles while keeping the same industry criteria. Here's how: 1. Create a new table using the Find People search feature 2. Set up your search parameters: ā¢ Keep your existing industry filters ā¢ Update the job titles as needed in the Job Title section ā¢ Adjust any other criteria you want to modifyBefore importing to the new table, use the Preview button to review your results and make any necessary refinements to ensure you're getting the right data.Alternatively, you can modify an existing search by: 1. Clicking on the Source Column 2. Selecting "Sources" from the menu 3. Clicking on the source you want to modify 4. Clicking "Edit source" 5. Updating the job title criteria 6. Clicking "Submit" to save changes Sources: Table sources overview | Documentation | Clay University Find People overview | Documentation | Clay University Find People [Clay 101] - Clay University
but this doesnt save it in a new table
To save a new search with updated job titles in a new table while keeping the same industry criteria, follow these steps: 1. Click +Create New > Table > Find People 2. Set up your search parameters: ā¢ Keep your existing industry filters ā¢ Update the job titles in the Job Title section ā¢ Maintain any other criteria you want to keep the same 3. Click Preview People to review your search results and make any needed adjustments 4. Import the results into your new tableNote: While you can technically edit an existing search's criteria, any changes won't affect already imported results in the original table. That's why creating a new table is the recommended approach for what you want to achieve. Sources: Find People overview | Documentation | Clay University Find People [Clay 101] - Clay University
what do you mean exactly by - "Keep your existing industry filters"
When creating a new table, you'll need to manually set up the same industry filters you used in your previous search. You can do this in the Company section of the Find People search by: 1. Using the Industries filter to select the same industries you had before 2. You can choose from different industry classification systems: ā¢ HG Insights industries ā¢ NAICS industries ā¢ SIC industriesFor example, if you previously filtered for "Software Development" companies, you would select that same industry again in your new search. Sources: HG Insights integration overview | Documentation | Clay University Find Company overview | Documentation | Clay University