Link your calls to job or contacts
It would be awesome if you could link a call or action to either a contact, candidate and job. Or all three if needed.
If a contact was called about candidate issue then this would save on both records and create a trail history.
if you could link to jobs then you can show the history of the follow up call to the CVs. Therefore it works with the workflow of the job and adds to the consultant KPIs for calls.
Also if you could add multiple candidates. Then this would show that followed the three spec cvs sent to that contact and save on each record involved.
Thanks Dan
Dan Power
shared this idea
Hi all,
We’re pleased to announce that the Candidate Side Panel, is now live. For more information on this feature, check out the Fish Tank.
Thanks,
Sarah
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Simone Devereux
commented
Great news
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Richard Mackertich
commented
Agree that this is pretty essential for full work flow
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Joe
commented
This would be very useful to link Candidates/Clients/Jobs on general calls/emails like you can do for certain actions such as 'Reference Request' or 'Send CV on Spec'.
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Emma
commented
I appreciate you can link a client and candidate record however any contact calls/emails etc you log only appears in either the client or contact record (whichever one you record it on) - it would be good if it would appear on both, rather than having to switch between to check if any other contact been made.
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[Deleted User]
commented
Had this on previous systems and i think it is a real necessity in my opinion.
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Amy Watson
commented
Definitely would be very helpful - I am missing this from our previous function already.
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[Deleted User]
commented
That would be great.
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Ian Banks
commented
Our old CRM had this function, its so important to be able to see everything in one place.
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Anonymous
commented
I would find this really helpful too.
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James Pepe
commented
Great idea. Would be very helpful.
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[Deleted User]
commented
This is a great idea. I had it on an old bespoke system and it was brilliant for tracking
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[Deleted User]
commented
Excellent idea - saving confusion ..updating all persons/client data in 1 hit...
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[Deleted User]
commented
Really great idea.
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[Deleted User]
commented
Great idea Dan. It would be a lot quicker to look under the job history to see candidate calls relating to it. Especially as we log so many calls/emails to candidates when they are on the market.