Contact Records


With the introduction of the new grid functionality, the contact records have a slightly different appearance



1. In order to stop the user having to continuously scroll up and down the page, the information on the contact has now been arranged into tabs

2. These icons allow the following actions to be carried out:

 

Add a new job associated with this contact

Replicate this contact into a candidate

Delete this contact


3. These icons allow the user to see the following:


Candidates submitted for jobs associated with this contact

Candidates that have been sent (floated) to this contact that aren’t associated with any particular job

Total candidates submitted

Jobs that are currently open for this contact

If this is orange, it indicates that this contact is also a candidate and by clicking the icon it will navigate the user to the comments & messages area of the candidate record. If the contact is not also a candidate then this will be grey

This is a shortcut to the comments and messages area of the contact record (also accessible from the tab)