Client Extra Documents

This is a storage area for any documents or images that you may want to attach to the current client. It is typically used for scans of signed terms or contracts. To access the Client Extra Documents area click the “ex” icon on the black bar at the top of the client record screen. To […]

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Attribute Selectors

Found in many locations in the system, this screen allows users to edit the current records attributes. On the left is a listing of available attributes and on the right a listing of selected attributes. To move the attribute from one box to the other, simply double click on the item or click once and […]

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Bookmarks

The bookmark system in ApplicantExtra is a powerful way of temporarily holding individual records in named folders for later use. Folders can be used as a criteria to filter lists and searches throughout the system. As an example, a user may want to keep a folder of bookmarks for candidates that they have personally vetted and are ready […]

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How to customize the list screens

Inside the list screens such as the Candidate List and Vacancy List, you can customize the columns displayed in the list. For this you need to go to the list and click Customize Columns. See the following screen showing customize columns in the Vacancy List. The following screen appears after clicking Customize Columns. You can […]

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Admin – Client Type

You can open this page by clicking the Side Menu->Admin->Client Type. This page allows you to define the client types. You can enter a name for the client type and click Save to add to the list. To edit a client type, click Modify corresponding to the entry. In the Modify Client Type window, enter the name […]

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Event Editor

This page allows you to add notes or create a reminder for an event. Click Event Edit or click the Add Notes icon  to access the Event Editor. The following window appears. Select the Tick to add a reminder check box to add a reminder for this event. The following options appear, where you can […]

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History

The History tab appears at the bottom of the ApplicantExtra screen and shows the list of Clients, Contacts, Candidates and Vacancies that you have visited. These are displayed in the order of the most recently visited. You can view the respective record by clicking the required item link. Do not forget to save the changes if any updates […]

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How do I log a sales call

You can log sales calls (and any other type of communication) by using the Notes icon  in the toolbar of Clients, Contacts, Candidates, or Vacancies and also the shortlist note buttons in the shortlist. You will see an Event Edit window where you need to select the respective event type based on the call that you are logging and also specify […]

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How to save a list search for later

The system allows you to save a searches criteria and use it later whenever required. A saved search can be useful if you want to repeat a search for any reason. To save a search, provide the required search criteria and select Save Search As from the dropdown. A screen appears where you need to enter a name for […]

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How to Log a Conversation

To add a note, click the icon  in the toolbar of Candidates, Clients, Contacts, or Vacancies, or click the Shortlist Note button on a candidate or vacancy shortlist. In the Event Edit window, select an event type and then enter the appropriate text about the event. If you need a reminder for this, select the check box […]

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