Adding / Creating Notes

Instructions

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

  1. Locate any Company, Contact, Candidate or Job Record in the list view
  2. Click the "Quick View' icon and go to "Notes" tab.
  3. Click on "Add Note"
  4. Enter your Notes
  5. Click ‘Save’





To add a note to multiple records of Company, Contact, Candidate or Job Record, please follow the steps below

  1. Check multiple records of a Company, Contact, Candidate or Job Record in the list view
  2. Click the "More Actions' button and choose "Add Note" option.
  3. Choose the type of Note your adding under "Sub-Type".
  4. Give a "Subject" and enter your Notes
  5. Click ‘Save’









Feedback and Knowledge Base