This page provides an overview of the contact cards used in Recruiter Module. All parts of a contact card are defined here, and there are links to pages providing more in-depth information regarding usage.
Contact Cards provide a simplified display of information related to a contact. The Contact Card features dynamic links that display additional details about the contact.
Contact Card Header
The header for the contact card contains identification information for the contact.
|Contact Name||The name of the contact.|
|Contact Title||The contact's occupational title.|
|Contact Company||The name of the company for which the contact works.|
|Status||The current status of the contact.|
Contact Card QuickLinks
The Contact Card QuickLinks section contains buttons which either display additional details regarding a contact, or allow a recruiter to use one of the entered contact methods.
|The contact's phone number. A star indicates it is the contacts preferred method of contact.|
|The contact's email address.|
The Details QuickLink generates a view of in-depth information about a contact including associated documents.
When selected, the Details link changes from a icon to a icon enabling a quick return to the previous view.
For in-depth information about Contact Card QuickLinks, visit the Contact Card QuickLinks page.
Contact Card Summary
The Contact card summary gives a basic overview of the contact. It is a free-form text field and can be edited or updated as information about the contact changes.
|Summary||A free-form text field in which the user may insert information about the contact. Click on the text to generate a pop-up editing window.
Note: This field has a 500 Character limit
Edit a Contact Summary
- Select a Contact card.
- Click on the summary section. A text editing window containing the existing summary will appear.
- Make any edits to the summary.
- Select Done to record changes, or Cancel to close without applying changes.
Contact Card QuickView Links
The Contact Card QuickView section contains link which display data relevant to this contact.
|Details||The Details QuickView provides a view of the contact's specific contact info such as phone numbers and email addresses.|
|Orders||The Orders QuickView provides a view of any orders associated to the contact.|
A log of all messages associated with the selected Contact card. Messages logged in either the Core Application or Recruiter Module are displayed in the Messages QuickView.
For in-depth information about Contact Card QuickView, visit the Contact Card QuickView page.