Introduction
Users are able to view all Company Records in the Ready Recruit product!
Follow the steps below to view the All Company Index screen within Ready Recruit!
Quick Navigation
Accessing the All Company Index Screen
From the Left-hand Navigation Bar, select All Companies
This will display a list of all Company records within your site!
Use the taskbar at the top of the page to -
Filter/ Search
To search for a candidate record click on
The options displayed in the drop-down menu allow a user to search for a company record by using these filters
Once the filter has been selected click
To remove filters use the "x"
To clear ALL filters select
Once you have narrowed down your results using the filter you will be provided with a list of all the Companies with information matching the filters!
Export to CSV
Once your search has been narrowed down, you can export your results to CSV by clicking on
The user will have the option to export directly from the search results or select an export template from the drop-down
Once selected click
The user will be re-directed to the export screen where they can view previous exports and download the CSV file by clicking on
Customise Columns
Clicking on Customise Columns will allow you to set which columns you wish to view on the Index Screen
When the Customise Columns modal appears, simply tick the check-boxes next to the Columns you wish to apply and click Save
This will display the results with only the Columns you have selected
Bulk Actions
Once your search has been narrowed down, you can apply Bulk Actions to the selected group by clicking on
Send Bulk Email
Complete details below to send email to all selected Companies
- CC - type an email address to send a CC
- BCC - type an email address to send a BCC
- From - this will default to the user's email address
- Template - Select from email templates created in the admin dashboard
- Subject - type the email subject
- Body - Use the formatting panel (as described below) when creating the body of the email
- Add Attachment - Select a file to attach to the email
Then click
Bulk Update Officers
Select all the companies you wish to update the Officers for
Clicking Bulk Update Officers will make the Bulk Update Company Officers modal appear
Update the Officers to who you wish the Companies to be assigned to and click
Bulk Update Statuses
Select all the companies you wish to update the Statuses for
Clicking Bulk Update Statuses will make the Bulk Update Statuses modal appear, change the Status to what you wish to apply to the selected companies and click Update
Bulk Update Company Kinds
Select all the companies you wish to update the Kinds for
Clicking Bulk Update Company Kinds will make the Bulk Update Kinds modal appear, change the Kind to what you wish to apply to the selected companies and click Update
