The recruiter has to deal with many Clients in their day to the day recruitment process. It may be difficult to keep some Clients’ specific points in mind for a long time. In the case of more than one recruiter, it is also required to share these important points with other recruiters which may deal with the same Client.
The habit of taking notes gives you the opportunity to highlight key points and details that might otherwise slip your mind, and you never know when these fragments of knowledge will come in handy.
In the system, you may generate, store, view, and share notes. To add the notes for Clients, there are many options available to make it accessible for you at required places but all the places are highly integrated to see updated notes. Clients Screen is the main place to add Notes.
Go to Clients from left-hand side menu.
Navigation Link: https://app.ismartrecruit.com/searchClient
Click on Notes icon available on the Clients screen for Grid View.
Select the type of Notes from the dropdown that helps to easily classify based on the selected category. By default “General” will get selected but you may select other types that are listed below.
It is customizable from the “Manage Catalogue” screen available in the Admin section. For detail read the article ‘Customize Master Values (Catalogue)’.
Enter the Notes as per your preference in the available text area.
Click on “Save” button to save notes
Click on the Notes icon, near to the Client Name for List View.
Add necessary information, while adding notes and Save the note for the Client into the system.
To read the Notes, you can hover the mouse pointer on the highlighted Note icon.
If the Note is added for the Client, you can see the Notes icon in orange color. Click on the Client Name and see Notes section in the right-side panel. On the mouse hover you can see a pencil icon. Click on the Pencil icon of the respective note to edit.
If the Note is added for the Client, you can see the Notes Icon in orange color. Click on the Client Name and see Notes section in the right-side panel. On mouse hover you can see a Delete icon. Click on the Delete icon of the respective note to remove.
In the system, the steps to add, read, edit, and remove notes will remain the same.