Introduction
Users can Add, View and Manage Contacts in the Ready Recruit product!
Follow the steps below to Add, View and Manage Contacts within a Company Record!
Quick Navigation
Adding a Contact
Navigate to the Company Record
In the taskbar, click
Select Contact from the drop-down
The New Contact modal will appear with the following fields
- First Name - type in contacts first name
- Surname - type in contacts surname
- Email - type in the contacts email address
- Position - type in contacts position held within the company
- Phones
- Mobile Phone - type in the contacts mobile number
- Home Phone - type in the contacts home number
- Work Phone - type in the contacts work number
- Fax - type in the contacts fax number
- Location - select the location of this contact from the drop-down (created via this guide)
- Contact Type - the type of contact this is (created via this guide)
Once the relevant information has been added click
The Contact is now added!
Viewing and Managing Contacts
To view a Contact, click Contacts in the Infomation Storage Panel
Select the Contacts Tab
All the Current Contacts will be displayed!
To edit a Contact, click the Actions button next to the relevant Contact
Select Edit from the drop-down
The Edit Contact modal will appear, enter the relevant changes and click
The Contact will save with the relevant changes made!
To Disable a Contact, click the Actions button next to the relevant Contact
Select Disable from the drop-down
This will create a prompt, click OK to disable the Contact
The Contact is now Disabled!
To enable a Contact, click on the Disabled tab
Click the Actions button next to the relevant Contact
Select Enable from the drop-down
This will create a prompt, click OK to enable the Contact
The Contact is now Enabled!
To Add a Licence to the contact, click the Actions button next to the relevant Contact
Select Add Licence from the drop-down
The Contact Licence modal will appear, enter the relevant information and click Save
(Licence Types are created via the Admin Dashboard)
The Licence is now added to the Contact!
To view a Licence, click the Actions button next to the relevant Contact
Select View Licences from the drop-down
All the Contact Licences will be shown!
