Submitting Candidates To Contacts

Instructions

To submit a candidate to a contact, please follow the steps in one of the options below.

Option 1 – Submit From Candidates Directly

  1. Open a Candidate Tab and locate a candidate record (or multiple records if you are submitting more than one candidate)
  2. Select the Candidate(s) you want to submit using your CTRL or Shift Keys and mouse
  3. ‘Right Click’ – OR – Click on the ‘More Actions’ icon and select ‘Submit Selected Candidates To Contact’
  4. A new window will open allowing you to select the contact you want to submit to.  Select the contact and click ‘OK’
  5. A new Email window will pop up, with the Default Resume of the candidate attached to the email.
  6. Change your Stylesheet, Template and Signature if desired (Defaults will appear automatically).
  7. Click on the ‘Send Details’ drop down button to change which fields you want included in your email.  Results of the email body should change automatically as you choose send details.
  8. Optional:  Click on the ‘Docs’ Button to choose any alternative resumes or documents linked to this candidate record.
  9. Optional:  Use the ‘CC’ or ‘BCC’ fields to choose additional recipients for this email
  10. Once your email is ready, click on the ‘Send’ Button
Option 2 – Submit From Contacts After Locating Candidates
  1. Open a Candidate Tab and locate a candidate record (or multiple records if you are submitting more than one candidate)
  2. Select the Candidate(s) you want to submit using your CTRL or Shift Keys and mouse
  3. Now Open any Contacts view and locate the contact record you want to submit to
  4. ‘Right Click’ – OR – Click the ‘More Actions’ Button and select ‘Submit Selected Candidates Resume
  5. A new Email window will pop up, with the Default Resume of the candidate attached to the email.
  6. Change your Stylesheet, Template and Signature if desired (Defaults will appear automatically).
  7. Click on the ‘Send Details’ drop down button to change which fields you want included in your email.  Results of the email body should change automatically as you choose send details.
  8. Optional:  Click on the ‘Docs’ Button to choose any alternative resumes or documents linked to this candidate record.
  9. Optional:  Use the ‘CC’ or ‘BCC’ fields to choose additional recipients for this email
  10. Once your email is ready, click on the ‘Send’ Button

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