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 difference between the candidate note exports?
Viewed 4803 times since Nov 16, 2013
How do I batch email recruiters?
Viewed 3174 times since Oct 25, 2017
Resume Book Pending Expiration Notification
Viewed 23185 times since Jun 7, 2011
Cannot change a candidates job reporting status
Viewed 3769 times since Nov 17, 2013
Candidate Search Grid Filters
Viewed 3046 times since Apr 8, 2013
Can Cerkl automatically segment Jobs, Events or Workshops based on audience, class year or program answers in the API?
Viewed 4807 times since Aug 7, 2018
How Do I View Sent Batch Emails Sent to a Specific Candidate?
Viewed 3497 times since Oct 31, 2017
Where do I go for help with Ad-Hoc Reporting and Data Management Solutions?
Viewed 3458 times since Sep 18, 2017
Can Cerkl automatically create "Categories" based on fields that exist in the GradLeaders Career Center APIs?
Viewed 4935 times since Aug 31, 2018
Keyword Searching
Viewed 6274 times since Apr 8, 2013