Adding / Creating Notes
Instructions
To add a note to any Company, Contact, Candidate or Job Record, please follow the steps below
- Locate any Company, Contact, Candidate or Job Record in the list view
- Click the "Quick View' icon and go to "Notes" tab.
- Click on "Add Note"
- Enter your Notes
- Click ‘Save’
To add a note to multiple records of Company, Contact, Candidate or Job Record, please follow the steps below
- Check multiple records of a Company, Contact, Candidate or Job Record in the list view
- Click the "More Actions' button and choose "Add Note" option.
- Choose the type of Note your adding under "Sub-Type".
- Give a "Subject" and enter your Notes
- Click ‘Save’
