Issues with Search Criteria in Director People Table

Shwetha R. · 2024-10-28 09:08:05.966967+00

hi team I've been having persistent issues with search criteria not sticking - I see junior profiles under the Director people table - this was not case last week and nothing was changed but this am I see junior roles appearing. Sharing a loom for context

Issues with Search Criteria in Director People Table | Clay

13 comments

· Sorted by Oldest

Channeled
APP
·
·
💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!
Daniela D.
·
·
Hey Shwetha! Sorry about this. Happy to help✨. It looks like the seniority level was not saved to the search. We're escalating this to the team to investigate. Just to confirm, do you recall if any changes/edits were made to the search? https://downloads.intercomcdn.com/i/o/w28k1kwz/1231142626/301480b7bf9f1a19f05891ca2abd/CleanShot+2024-10-28+at+12_01_57%402x.png?expires=1730116800&signature=7d65894638ba8a2d601ec934242896d8034c46849993587c56b7ccc0a71f3794&req=dSIkF8h6n4ddX%2FMW1HO4zYs5BscjTW0Rv9NDDsFBoDeKS5G74oAODpPSbydY%0Am%2FMI%0A
Shwetha R.
·
·
hi daniela - no changes were made to this - This stickiness was always the issue so it required a manual check whenever we made changes - everytime we view this view itself these buttons were never checked but the search criteria was always applied to the seniorty
Shwetha R.
·
·
I had pointed it out to Andrew a week ago as well - and I think there's some work being done in this regard?
Daniela D.
·
·
Got it. Thanks for confirming! Checking this with the team and will get back as soon as we have an update. Really sorry for the inconvenience🙏🏽.
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
Shwetha R.
·
·
Hi Daniela - Any update on this? thanks
Shwetha R.
·
·
for now to eliminate the noise and to keep the quality in check I have deleted 10~75 rows with junior titles sitting under the Director & Above table It'll be great if there's an OOTB feature to move records from one table to another (provided the table configurations remain the same 🙂 )
Yukti A.
·
·
Hi folks! We're actively using this capability and the use case is simple - ensuring Clay finds people both at senior levels and IC levels within accounts because there's no way to prioritize one result over another with one search field. If this is not the right process then would appreciate guidance on what is. Cos we've tried a few different things that haven't worked (adding specific titles etc within the search criteria) PS - we've spent a lot of time iterating on the search criteria & it's a huge waste of time and resources when the filters disappear suddenly. Please let us know if we're doing something incorrectly.
1
Shwetha R.
·
·
also here's an export of the director table with junior titles in
Loading attachments
Shwetha R.
·
·
also I noticed this morning - that the Seniority field has been changed to a dropdown? Is this an ongoing engineering dev item that we shouldnt use for now? Pls advise alternate ways
Loading attachments
Daniela D.
·
·
Hey Shwetha! Apologies for the delay. The team made a recent update to the seniority level selection. You can re-select the appropriate levels in the "edit source" section, and it should behave correctly. Let us know if you still see any unexpected behaviour after doing this.
Shwetha R.
·
·
Thanks Daniela - just re confirming that this dropdown is going to remain? Coz a few weeks back the dropdown reappeared and disappeared - so wondered whether this is the final prod version?

Channeled
APP
·
·
💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!
Daniela D.
·
·
Hey Shwetha! Sorry about this. Happy to help✨. It looks like the seniority level was not saved to the search. We're escalating this to the team to investigate. Just to confirm, do you recall if any changes/edits were made to the search? https://downloads.intercomcdn.com/i/o/w28k1kwz/1231142626/301480b7bf9f1a19f05891ca2abd/CleanShot+2024-10-28+at+12_01_57%402x.png?expires=1730116800&signature=7d65894638ba8a2d601ec934242896d8034c46849993587c56b7ccc0a71f3794&req=dSIkF8h6n4ddX%2FMW1HO4zYs5BscjTW0Rv9NDDsFBoDeKS5G74oAODpPSbydY%0Am%2FMI%0A
Shwetha R.
·
·
hi daniela - no changes were made to this - This stickiness was always the issue so it required a manual check whenever we made changes - everytime we view this view itself these buttons were never checked but the search criteria was always applied to the seniorty
Shwetha R.
·
·
I had pointed it out to Andrew a week ago as well - and I think there's some work being done in this regard?
Daniela D.
·
·
Got it. Thanks for confirming! Checking this with the team and will get back as soon as we have an update. Really sorry for the inconvenience🙏🏽.
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
Shwetha R.
·
·
Hi Daniela - Any update on this? thanks
Shwetha R.
·
·
for now to eliminate the noise and to keep the quality in check I have deleted 10~75 rows with junior titles sitting under the Director & Above table It'll be great if there's an OOTB feature to move records from one table to another (provided the table configurations remain the same 🙂 )
Yukti A.
·
·
Hi folks! We're actively using this capability and the use case is simple - ensuring Clay finds people both at senior levels and IC levels within accounts because there's no way to prioritize one result over another with one search field. If this is not the right process then would appreciate guidance on what is. Cos we've tried a few different things that haven't worked (adding specific titles etc within the search criteria) PS - we've spent a lot of time iterating on the search criteria & it's a huge waste of time and resources when the filters disappear suddenly. Please let us know if we're doing something incorrectly.
1
Shwetha R.
·
·
also here's an export of the director table with junior titles in
Loading attachments
Shwetha R.
·
·
also I noticed this morning - that the Seniority field has been changed to a dropdown? Is this an ongoing engineering dev item that we shouldnt use for now? Pls advise alternate ways
Loading attachments
Daniela D.
·
·
Hey Shwetha! Apologies for the delay. The team made a recent update to the seniority level selection. You can re-select the appropriate levels in the "edit source" section, and it should behave correctly. Let us know if you still see any unexpected behaviour after doing this.
Shwetha R.
·
·
Thanks Daniela - just re confirming that this dropdown is going to remain? Coz a few weeks back the dropdown reappeared and disappeared - so wondered whether this is the final prod version?