Home » Categories » Multiple Categories

How Do I Add Notes to Candidate or Contact Records?

To add notes to a candidate record, go to Candidates>Candidate File from the main dashboard.

 

Click the desired candidate's name then navigate to the Notes tab.

 

Input a note title, date it was entered, type (from the drop-down), text, privacy setting and click Add Notes.

 

When you scroll to the bottom of the student details page you'll see the note you added.

 

 


To add notes to a company contact/employer file go to Companies>Contact File from the main dashboard.

 

Click on the desired contact name and  select Add notes under the action bar on the right side of your screen.

 

Select the note date, input your text, select note type from the drop-down and visibility, then Add Note.

 

Your note will be visible when you scroll to the bottom of the Recruiter Details page.

 

Attachments Attachments
There are no attachments for this article.
Comments Comments
There are no comments for this article. Be the first to post a comment.
Related Articles RSS Feed
What does "Respect Slot Count" mean on an OCR?
Viewed 2571 times since Feb 3, 2014
What is Room Availability?
Viewed 2649 times since Dec 6, 2010
Default programs when creating an advising appointment
Viewed 2460 times since Dec 18, 2013
How can I get the schedules to fill equally?
Viewed 2431 times since Oct 11, 2010
If I decline an OCR Request, is there a way to undecline it?
Viewed 2753 times since Nov 11, 2013
Display Issues
Viewed 4584 times since Nov 7, 2013
How do you manage contact lists and student/employer uploads with Cerkl Automated Newsletters?
Viewed 1858 times since Sep 25, 2018
Unable to create account: The E-mail address is already in use
Viewed 3948 times since Nov 16, 2013
Does the admin - candidate activity tab show all candidate activity?
Viewed 2967 times since Nov 17, 2013
Is there a way to only show candidates who have uploaded a resume?
Viewed 10010 times since Nov 11, 2013