Personal Details

Contains personal details including name, contact details, along with the sector/s they have been assigned to. You can add/edit the details at any time.

Details

Contains current job details including type of contact they are, mail priority (which is used with mailshots), and their selected primary contact details. You can also see if the contact has been removed from a client i.e. marked as has left.

You can add/edit the details at any time.

Notes

Contains any additional general contact details. Note: This is not where you log phone call notes, they go into the Notebook area. You can add/edit the notes at any time.

Address

This is rarely populated as the contact is most likely at the address on the client. Note: if you do add address here, there is no location field on a contact and no radius/distance searching is available on a contact.

Consultants

Contains the name of the consultant/s or group who have ownership of the contact.

Attributes

Contains the selected key words that show for example, the contact’s type, the job positions you fill for them and any specific skill/contact requirements. You can add/edit the attributes at any time.

Notebook

All communication history is shown here i.e. emails, SMS, phone call or general notes.

Stored Documents

Contains the imported documents of the contact for example terms of business. If you have the permission, you can upload documents at any time.

Additional Info

Shows creation and updated details along with the person record id number and contact record id number.

Applicant Actions

Contains the history of all applicants submitted to the client and includes their final (or current) status in their job or speculative application.

Projects

Contains a table showing project details the contact has been assigned to as primary contact. The use of projects (which contains a collection of jobs and its placements) is optional so may not be a feature your company uses.

There are three items within the View menu for you to be aware of.

Notebook

Contains a full screen view of the contact’s notebook and saved notes/messages.

Other Role

If the contact is dual role i.e. also has an applicant record, this option will take you to their applicant record.

Mailshot Options

Contains the selected opt in/opt out for mailshot sending. If opted out, you will not be able to add the contact into any mailshots. You can add/edit the details at any time.