Adding to Static Views (Saved Lists)

Instructions

To add a Company, Contact, Candidate or Job Record to a Static View, please follow the steps below

  1. Locate any Company, Contact, Candidate or Job Record.  Hint:  You can select multiple records at the same time
  2. ‘Right Click’ – OR – Click on the ‘More Actions’ button and select ‘Static Views > Add Selected Items’
  3. A new window will pop up
  4. Locate the desired Static View
  5. Click ‘OK’

Feedback and Knowledge Base