Record the summary of calls into the system with the help of the Call History option.
Written by Shruti Patel
Managers and recruiters deal with many clients during the daily recruitment process. For one reason or another, it may be challenging to remember all the conversations with specific Clients on Call. Keeping a conversation history will help the recruiter synchronize the process with other recruiters.
You can store the Client's conversations in the system. Below are a couple of distinct ways to store call history for clients.
Click the Client Module on the left-hand side menu, and the Clients Screen will appear.
Navigation Link: https://app.ismartrecruit.com/searchClient
Click on the Client's name, and the Client View Dialogue will appear.
Click on the “Call History” icon on the top.
After Clicking the Call History icon, you will get a form-type format, as shown in the image below.
Select the name of the Active Job from the dropdown if you want to contact the Client about their interest in the opening.
If the contact no. and email ID are not automatically filled by the system, it's important to find an alternate way to add them. This is a mandatory field in call history, and filling it ensures a comprehensive record is maintained, even if the system doesn't have the information.
Select the Date from the date-time picker control to store the conversation Date and Time.
Select the user's feedback from the dropdown. If a user is interested in a job or ready to change jobs, mark it as "Available."
If still one more call is required to get confirmation, create a Call Reminder by marking it and add remarks to add comments to keep important conversation points that may help for further reference.
Click on the "Save" button to store the conversation.
OR
Click on the “Call History” tab.
You can also edit and remove Call history from here. If you click on the pencil icon for editing, the form type will open, and you can make the desired changes in the Call History.
To Remove the Call History Click on the X icon and the Call History will get deleted.
Click on the plus icon in the header section and select the "Add Call History" option from the menu.
Navigation Link: https://app.ismartrecruit.com/dashboard
The “Add Call History” screen will appear.
Here, you have to choose a client from among the other options. Here, you have to enter the name of the Client else for whom you want to “Create Call History”. The remaining processes are the same as “Create Call History (Client Specific).
Click on “Save” if you want to create another Call History.
Click on the Client's name and select the “Call History” tab. Click on the pencil icon to modify the detail. Modify the detail per your preference and click the “Update” button.
Click on the Delete icon to remove the Call History.
