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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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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Contact Record – Events

Note – For information on opening the Contact Record, see Contact Record Details page. The Event List tab in the Contact Record screen shows a log of all actions that are performed in relation to this contact. Each event holds the references to all the parties that it relates to. For example, a CV submit event will […]

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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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How to import a LinkedIn Connection to ApplicantExtra

Any LinkedIn connections can be imported as a contact record or imported as a candidate record in the ApplicantExtra. This can be done using the Browse LinkedIn option (Side Menu->Home). This opens the LinkedIn website where you need to login to your LinkedIn account. You can then search the required connection and click Import as Candidate […]

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How to create a Reminder

User created reminders in ApplicantExtra appear in the system Diary along with the system reminders. User and system reminders (with the installed desktop version) have become more useful because of integration with MS Outlook Calendar. Reminders are created by adding a date and time to a candidate note, client note, contact note, vacancy note, or […]

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