Working with Contacts

Working with Contacts

Introduction

Contacts are people who are part of your client organizations through whom you communicate regarding recruitment opportunities.

Availability

Profile Permission Required: Access to the Contacts Tab that includes View, Create, Edit, Share and Delete permissions.

Contacts Home Page

Click on the Contacts module to view the Contacts Home Page and perform the following operations:
  1. The records are displayed in List Views. Define your own Custom Views as per your requirements. Some system defined list views are already available, such as My Contacts, New This Week, New Last Week, Unread Contacts, etc.
  2. Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
  3. Mass email the contacts by selecting the check boxes corresponding to the records and clicking on the Send Mail button.
  4. Use the Contact Tools option to perform some common operations to manage contacts. For example, mass transfer, mass delete, export contacts, etc.
  5. Search records by alphabet, by information, or by criteria.
  6. Filter contacts based on priorities using the advanced filters.
  7. Print the contacts along with the necessary details.

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