Adding Job Records

Instructions

To add a Job record, please follow the steps below using either option

Note:  To add and save a new job, you must link the job to a contact

Option 1

  1. Open a new Jobs Tab in Exelare
  2. Click on the ‘Add’ Icon
  3. Fill out the fields desired on the new job form
  4. Click on the ‘Contact’ Field Arrow Icon
  5. A new window will open allowing you to search for contacts
  6. Find the contact or hiring manager associated with this job
  7. Click ‘OK’
  8. Click ‘Save & Close’ to save the job
Option 2
  1. Locate a contact or hiring manager inside an open jobs tab
  2. In the list view, ‘Right Click’ or select ‘More Actions’ on the contact and select ‘Add a New Job to the Selected Contact’.
  3. A new window will open where you can fill out the job details
  4. Fill out the fields desired on the job form
  5. Click ‘Save & Close’ to save the job

Feedback and Knowledge Base