What
New functionality allows the ability to shortlist a Candidate straight from an Info record, in a very similar way to the shortlisting of a Candidate to a Vacancy record. This can be actioned with a click of a button from an Info record. From the within the desired Info record simply click the button and add the desired candidates to add a shortlist to the Info record.
Where
Home > Info record > Select View > Select Info record > + New Info Record > within the Info Shortlist section of the General page, click the magnifying glass icon next to the Candidate field, or start typing the candidate by full name > select Candidate > click Save and Close
How
1. To add a Candidate to an Info Record, ensure you are in the Info Record itself. Click the + New Info Record button from the Info Shortlists section of the General page :
2. The below Quick Create will then appear with nothing appearing in the Candidate (Contact) field. To find a list of all of your available Candidates, hit the Enter key on your keyboard or hit the magnifying glass icon within the end of the field. Simply select the candidate you wish to add.
3. Alternatively, to find a specific candidate start typing the full name, as seen on the example below.
4. At the bottom of the above window, click the Save and Close button to finalise the action.
5. This Candidate will now be added as an Info Shortlist to your Info Record:
6. From a Candidate record, linked Info Shortlist records can be viewed by clicking the Related tab within the Candidate record, and then selecting Info Shortlists. This will show all Info Shortlist records associated with this Candidate :