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
The specified string is not in the form required for an e-mail address
Viewed 4890 times since Nov 16, 2013
How to Promote Students from PID to PID
Viewed 16401 times since Jan 22, 2016
What does the term "Crossover" mean for then option "Allow Crossover" on an OCR?
Viewed 3639 times since Oct 6, 2010
Candidate was able to signup for a workshop with a max attendees of 0
Viewed 3802 times since Dec 19, 2013
Recruiters editing the application deadline date or refreshing a job posting
Viewed 3460 times since Nov 7, 2013
Viewing and Editing the Candidate File
Viewed 4474 times since Oct 11, 2010
Can Cerkl automatically create "Categories" based on fields that exist in the GradLeaders Career Center APIs?
Viewed 4307 times since Aug 31, 2018
Outlook Integration
Viewed 3734 times since Sep 21, 2010
Basic & Advanced Search & Quick Look-Ups
Viewed 4517 times since Oct 31, 2017
Email to Classmate
Viewed 4003 times since Apr 8, 2013