Outlook – Dump to ApplicantExtra

This option appears in Outlooks inbox via the right-click context menu and also inside of an open email popup window on the ApplicantExtra tab at the top. In an inbox the user can select multiple email (typically 20 max) and right click on the selection and then choose “Dump to ApplicantExtra” to send the selected emails […]

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Email Importer (Add Account)

Use this screen to add a new email account to the email importer. You can get the settings for the email provider you use.   Gmail/G suite/Google Business accounts. Make sure you enable IMAP in the gmail account settings and be aware that google has a habit of automatically blocking logins from unfamiliar locations so […]

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Client Type

From this screen, you can add and edit the client types in the system. Examples of client types might be Prospects, Client, Past Client, On Hold etc. To create a new one just type the type text in the box and click save. Existing items can be edited by clicking modify. WARNING: editing existing items […]

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Linkedin Import as Contact

Once in the Linkedin Browser, inside a connection’s profile, you should see the option to Import as Contact. This will read the data within the web page and create a contact record from it. You will have the option to attach the new contact to an existing client record or create a new one.

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Phone Dialer

If the user has an 8×8, Shoretel or NSN phone system, we can activate the dialer functionality. This allows the user to click dial link next to a phone number in our system and have it initiate a phone call. Also, the system can track incoming calls and bring up any matching records that share […]

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Automailer Document Manager

This screen appears if a user wants to attach a document or image into an automailer email. It has several tabs representing the current record document stores as well as the local PC hard drive (My PC docs) and the user’s Consultant Docs section. To attach a document, go to the appropriate tab and click the […]

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Record Locked

This usually indicates that the current record is already in use by another user and therefore the record for new data until they exit the record. The red warning message at the top of the record should display the user’s name so that you can contact them to let them know you need access. Very […]

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Email Import Search dialogue

This screen appears in the email importing process if a match has not been automatically found and allows the user to find a record in the system to import the email data to. It has several tabs representing each of the Applicantextra record types, a search box and a search button. If a result is […]

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Email Import Match Dialogue

This screen attempts to match an incoming email with an existing record so that you can import text or attach a document to that record or associated records. It also has an option at the bottom to convert an attached CV/Resume document into a new candidate record. Initially, the system simply tries to find candidate […]

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Admin – Add Scheduled Reminder

In this section you can schedule a calendar reminder (which can sync with outlook) to be created when certain criteria are met. The criteria could  be adding a candidate or client to the system or a shortlist based event such as a candidate accepting an offer of employment. The screen shows the following fields… Trigger: […]

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