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Record Management

  • Adding a New Contact to a Company Record
  • Tags
  • Adding a Related Company
  • Deleted Records
  • Printing a Datasheet
  • Changing the Status of a Person
  • Edit or Delete an Existing Placement Form
  • Quick Notes
  • Inline Editing
  • Pinning a Record
  • Adding a New Person Record
  • Deleting a Contact Import
  • Jobs Overview
  • Profile Images on People and Company Records
  • Adding an Attachment to a Record
  • Hiding or Displaying Cards on a Datasheet
  • Locate Records Created from the Contact Importer
  • Job Order Workflow
  • Closing Jobs in a Mass Format
  • Updating Work History
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