Ability to add templates [Actions Library]
The templates which come as standard are great and the ability to edit them also great. However there are many times when we send very common responses to candidates that it would be really helpful to be able to add templates and then edit then accordingly. This way we could have a number of templates that we can customise for each need we have to send repetitive emails and save us having to copy paste from documents.
This feature has now entered open beta and is expected to be released to all users in the coming weeks.
Keep an eye on your inbox for more information soon!
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Lucy Challenger
commented
Love the new release of call note taking - great! However it would be ideal if we can customise these drop downs like we can do in all other aspects of the candidate portal. For example, your list: Update / Proactive Approach/ Follow Up etc is OK, but for us we would like to Add/Edit one to say NR/LM (no reply/left message) or Sending Later - as these are often the notes we make and it would save us having to type them out each time...
That way we can make it more customised to our specific recruitment needs rather than generic. Thank you!
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[Deleted User]
commented
Needs more functionality and ability to tailor. System is feeling quite inflexible if you want to do more than the usual transactional functions and messaging.
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Anonymous
commented
Yes absolutely I am finding that I need this function more and more.
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more options for templates on bulk emails would be good as well as the option to bulk update!