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.

 

*Reviewed/GoodToMigrate*

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
Is there any way for an employer to edit the job description after the OCR request has been confirmed?
Viewed 4829 times since Nov 11, 2013
Is there a way to see who viewed a job?
Viewed 3455 times since Dec 18, 2013
Candidate Approved
Viewed 4224 times since Sep 21, 2010
I cannot see the event I just created when I login as a candidate.
Viewed 3999 times since Nov 7, 2013
Candidate was able to signup for a workshop with a max attendees of 0
Viewed 4582 times since Dec 19, 2013
error? message in GTS / GLCC
Viewed 23685 times since Dec 19, 2017
How do I approve student-submitted documents?
Viewed 4113 times since Oct 25, 2017
How do I lock/unlock resumes for students/alumni/candidates?
Viewed 6210 times since Oct 25, 2017
Admin Candidate Agent
Viewed 7179 times since Dec 27, 2012
What is the difference between closed and full for advising appointments?
Viewed 4022 times since Nov 11, 2013