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Clients – Individual Records – Linked Tab
Navigate to an individual Client record, then click the Linked Tab to view records on Candidates
and Jobs they are Linked to. The top section of the page allows you to create a new Linked
record, and the bottom section displays existing Links.
Add a Link * Choose a Status from the dropdown menu
* Start typing to see a list of Candidates and
click to select o (you can enter more than one if required)
* Start typing to see a list of Jobs and click to select
o (you can enter more than one if required) * * Hitting the Spacebar will dropdown the
full list for the above field. * Click to enter a Note if required
* Enter any information in the ‘Notify Linked’ section
* Enter your message for the Candidate & Client emails if required
* Click Add to create the Link The Link will now show in the relevant Candidate,
Client and Job files determined by your selections above.
Existing Linked Records You can view existing Linked records in the
bottom section of the screen. You can filter and arrange the records by:
* Start typing in the Search field – the list of Linked items is filtered as you type
* Clicking on the Column headings sorts the records in ascending / descending order for
that Column * Use the First / Previous, Next / Last pagination
to move through your records if you have more than one page
* Select the number of records to display with the dropdown menu at the bottom of the list
* Edit an existing Linked record by using the Pencil icon, or delete using the Trashcan
icon Client Individual – Linked.
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