Set up a call reminder for the Client so you never miss the call.
Written by Shruti Patel
The recruiter has to deal with many clients during the day-to-day recruitment process. For one reason or another, it may be difficult for them to remember to communicate with a specific Client on call. Setting Call Reminders will help the recruiter keep the process on time and smooth.
In the system, you can set call reminders for the client. There are distinct ways to do this: from the client's Screen or the Calendar.
Click on 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 Call icon to set up the Call Reminder of the respective Client.
After clicking the call icon, you will get the screen below to set a Call Reminder.
Select the Date and Time to set a Call Reminder from the date-time picker control and insert a comment into the available text area that helps to recall the purpose of setting a Call Reminder.
Click on the "Save" button to set the Date. Call Reminders will be available on the calendar's scheduled day. Once you save the Call Reminder, the Call Reminder icon will change to green.
Click on the Calendar icon available in the header section and the Calendar screen will be displayed.
Navigation Link: https://app.ismartrecruit.com/schedule
Click on the day and select “Add Call Reminder”.
Select the Client option to create a Call reminder if it does not get selected by default.
Start inserting the client's name in the textbox. The relevant name will be listed below. Select the exact name from the list.
Insert the reminder message and select the Date and Time from the date-time picker control.
Click on the "Save" button to set a Call Reminder.
If you are not able to contact the client on the scheduled date/time due to any particular reason, click on the respective Call Reminder available on the day and click on the “Update” button to update the Call Reminder detail.
Click on the respective Call Reminder available on the day and click on the “Delete” button to delete the Call Reminder on completion of the call or as per your need.