Lists are created by the user for their own use. Lists are another way to organise information with the system to create fast access to specific records.
Lists can be created for Candidates, Contacts and Companies and Job Orders.While all the lists that you create will be available when you select the Lists tab, the actual lists are created by adding a job order, candidate, contact or company to a new list from the respective tab.
Example
Creating a weekly call list for your client contacts.
Step 1
Go to the Contacts tab and search for the contact that you want to add to the list.
Step 2
Once located, select the record or records you want to add to the list.
Step 3
Choose Action => Selected (to add selected records to the list)
A new window will open.
Step 4
Select New List and type the name you require. Make sure that the name you use is meaningful.
Choose Save. Select the newly created list and choose Add to List.
Step 5
Go to the Lists tab and you new list will be available.
You can repeat the above steps whenever you want to add a contact to the list.
You can use lists for all sorts of purposes such as:
- candidates you want to stay in regular contact with;
- candidates with specific skill sets
- follow-up cycles
- categorising your clients
The possibilities are endless.