Introduction
Users can Create, View and Manage Notes in the Ready Recruit product!
Follow the steps below to Create, View and Manage Notes within a Company Record!
Quick Navigation
Creating a Note
Navigate to the Company Record
In the taskbar click
Select Note from the drop-down
The Add note modal will appear with the following fields
- Dated on - click on the date picker to select the date creation
- Time Spent- Amount of time spent in minutes
- Template - select the note template you want to use (notes templates are created via the Note Template Admin Setting)
- Note Category - select note category from the drop-down list set up on your site
- Comments - type in the note details
- Add Document - attach any documents here
When all the relevant information is added, click
The Note is now created!
Viewing Notes
In the Information storage panel, click on Communication
Click on the Notes tab
Displayed is a list of all of the notes previously added to the record!
Editing and Deleting Notes
To edit Notes, click the Action button next to the relevant Note
Select Edit from the drop-down
The Edit Note modal will appear, update the relevant information and click
The Note is now updated with the relevant changes made!
To delete a Note, click the Action button next to the relevant Note
Select Delete from the drop down
This will create a prompt, click OK to delete the Note
The Note is now deleted!