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quick_guides_11 [2013/10/07 12:27] – created barbara | quick_guides_11 [2022/05/04 12:10] (current) – [How to make a Contact Event with multiple links:] Shelley Hunter | ||
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===== How to make a Contact Event with multiple links: ===== | ===== How to make a Contact Event with multiple links: ===== | ||
- | • To a Company Person connected to a Vacancy – make the contact event from the Vacancy Selector or Vacancy Details or through the Temp Desk Vacancy Tab or through confirm shifts. | + | • To a Company Person connected to a Vacancy – make the contact event from the Vacancy Selector or Vacancy Details or through the Temp Desk Vacancy Tab or through confirm shifts.\\ |
- | • To a Candidate connected to a Vacancy – make the contact event through the Vacancy Details or Progress Details ensuring the relevant candidate is selected in the short list. | + | • To a Candidate connected to a Vacancy – make the contact event through the Vacancy Details or Progress Details ensuring the relevant candidate is selected in the short list. \\ |
- | • To a Candidate/s and a Company Person connected to a Vacancy – make the contact event through Vacancy progress or Vacancy placement through Fill Shifts | + | • To a Candidate/s and a Company Person connected to a Vacancy – make the contact event through Vacancy progress or Vacancy placement through Fill Shifts. \\ |
- | • To a selection of candidates - make the contact event through the Person Selector, | + | • To a selection of candidates - make the contact event through the Person Selector, |
- | • To a selection of Company People – make the contact event through Company Selector, Mailmerge tab (this can also be linked to a candidate | + | • To a selection of Company People – make the contact event through Company Selector, Mailmerge tab (this can also be linked to a candidate, see [[ug10-3|How |
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+ | (2.21.11+) Where you have multiple Person records linked to a Contact Event (e.g. sending Cv’s from a vacancy shortlist as an example) when sending an email from the Contact Event and adding Person Documents you will see a list of all their documents, prefixed with their name before a semi colon. This will allow users to add supporting documents from different candidates. \\ \\ | ||
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+ | {{:: | ||
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+ | ==== Making a Contact Event with a Linked Pop Up Reminder ==== | ||
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+ | You can now have pop up reminders for Contact Event Call Backs that you have set. From the pop up you can click on the Contact Event button to see the original contact event. | ||
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+ | {{:: | ||
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+ | Please note that if you amend the call back date and or time on the pop up this will be added to your diary for the specified date and time, however you will not get another pop up at the rearranged date and or time. \\ \\ | ||
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+ | This feature is enabled at User level and needs to be setup by a System Administrator. \\ \\ | ||
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+ | <ifauth @technical> | ||
+ | To enable this feature please go to Maintenance> | ||
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+ | You can also bulk add this role for a selection (or all) users if you wish to. To do this go to Maintenance> | ||