Working with Contacts

Searching Contacts

Upon selection of the Contacts category, the Contacts page displays:

To search your contacts, enter either all or any of the search criteria and select Search Contacts. By default, the application finds all contacts that match the search criteria you entered. For example, typing “John” (without the quotation marks) in the First Name field and selecting Search Contacts will find all contacts (for which you have branch access permission) that start with the letters “John”.

You can click on the toggle switch to specify the search to return results from only Active contacts (default selection) or all contacts. Your selection persists between sessions until you change it again.

Once you have entered your search criteria and selected Search Contacts, the matching search results are displayed. To edit the entered search criteria, click Edit Search.

To view a Contact details, select it from the displayed list.

If your search result list is particularly long, you can click Back to top to return to the top of the list.

Viewing Contact Summary

Once you select a Contact to view, the Contact Summary screen displays:

The following information displays:

  • Contact Name (First Name and Last Name)
  • Department and Employer
  • Phone number: Click the phone number to make a call to the Contact.
  • Email address: Click the email address to send an email to the Contact via your device’s default mail program.
  • Address: Click the address to locate it on the map.
  • Journal: The Journal tab displays the journal entries associated with the Contact, the five most recent being on top. Click Show More to view more records.
  • Job Orders: The Job Orders tab displays the Open Job Orders where the Contact is the requestor. Click Show More to view more records. To view a Job Order details, select it from the displayed list. The Job Order summary displays.

The details include the following:

    • Job Description
    • Count of positions Open/Filled
    • Job Start and estimated End Date
    • Recruiter
    • Account Manager
    • Low/High Pay and Bill rates
    • Job ID
    • Job Status
    • Job Location

To add a Job as favorite, click the  icon. The  icon indicates that the Job is marked as favorite.

You can perform the following activities from the Contact Summary screen:

(This is the Drop-down text)

 

  1. To schedule a meeting between the Contact and the staffing manager or recruiter, click the icon. The Schedule a Meeting window displays.

  2. Enter the necessary information and click Add to schedule the meeting.

    Note: Fields in red are mandatory to complete the workflow.

  1. To document a phone conversation with the Contact, click the icon. The Log a Call window displays.

  2. Enter the necessary information and click Add to log the call information.

    Note: Fields in red are mandatory to complete the workflow.

  1. To add a note to the Contact record, click the  icon. The Add a Note window displays.

  2. Enter the necessary information and click Add to add the note.

    Note: Fields in red are mandatory to complete the workflow.

  • To add a contact as favorite, click the  icon. The  icon indicates that the Contact is marked as favorite.