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
What is the preferred resume/ cover letter upload format?
Viewed 2548 times since Dec 19, 2013
Date search discrepancies
Viewed 2711 times since Dec 19, 2013
Can I charge employers for career fairs, booths, WiFi, electricity, and more?
Viewed 3122 times since Sep 11, 2017
Can I charge employers to post jobs and have different fees for different companies?
Viewed 3544 times since Sep 11, 2017
What Are Term Replacements and How Do I Change Them?
Viewed 2677 times since Oct 13, 2017
Communication Preferences
Viewed 4324 times since Aug 5, 2013
Updating the max pages per resumes setting
Viewed 2868 times since Nov 11, 2013
Changing schedules after schedule is run
Viewed 2457 times since Oct 11, 2010
Keyword Searching
Viewed 5093 times since Apr 8, 2013
Which Reports Allow You to View Major and Last Login?
Viewed 2230 times since Sep 19, 2017