Your one-stop shop for help on TrackerRMS
Understanding the Basics of TrackerRMS
Before we begin the Academy journey, it's worth covering a few ground rules
How to access TrackerRMS for any device
The User Menu
My Settings
The Quick Launch Menu
The Main Menu
How to customize the screen and common view of TrackerRMS
Customizing the Screen
Customizing Views
Managing the main lists and main records within TrackerRMS
Working with Lists
Adding Records
Working with Existing Records
Auto-prompt on saving changes
What's Coming in Lists
The Home Tab
Overview of the main Home Tabs
What's Coming in Collaboration
Activities
Working with Activities
Allowing Windows Notifications for Activities in TrackerRMS
What's Coming in Activities
What's Coming in Custom Activity Type Targets
Notes
Working with Notes
Clients
Working with Client Records
What's Coming in Clients
Contacts
Working with Contact Records
What's Coming in Contacts
Candidates
Understanding a Candidate Record
Candidate History
The Candidate Action Menu
Working with Candidate Resumes
Prospecting
Referencing
Candidate Portal
What's Coming in Candidates
What's Coming in Candidates
Searching Candidates from the All Candidate section
Leads
Working with Lead Records
Jobs
Working with Job Records
Posting to Your Website
Working with Job Boards
Working with Long Lists
Working with Short Lists
Interviews
Placing and Rejecting Candidates
What's Coming in Job Boards
What's Coming in Client Portal
What's Coming in Jobs
Phase 6 Features
Assignments
Working with Assignment Records
Assignment Project Planning
Changes, Issues and Risks
Assignment Finance
What's Coming in Back Office & Accounting
How to use Runners to manage Temps
Tickets
Working with Ticket Records
Understanding the Standard Ticket Templates
The Ticket Timeline
Using Sub Tickets
Campaigns
Working with Campaign Records
Authoring Campaigns
Sending Campaigns
Campaign Send Lists
Campaign Results
Invoices
Working with Invoice Records
Sending and Printing Invoices
Invoice Profiling
Timesheets & Expenses
Payments
Working with Payment Records
Timesheets & Expenses
Users
Working with User Records
User Aliases
User Groups
Email Signatures
Mail Settings
Emails
Working with Emails
Email Templates
What's Coming in Emails & Templates
Text Messages
Working with Text Messages
Text Message Templates
Web Docs/Forms
Working with Tracker Web Documents
RightSignature Integration
What's Coming in Web Documents
What's Coming in Web Forms
What's Coming in Custom Form Packs
Reporting
Working with Reports
Creating Custom Reports
Exporting Reports
Understanding the Commission Report and how to use it
What's New in Reporting
What's Coming in Reports
Dashboards
Working with Dashboards
Dashboard Parts
Big Screen Dashboards
What's Coming in Dashboards
Kanbans
Working with Kanbans/TaskBoards
Documents
Working with Documents
The Document Library
Working with Images
What's Coming in Documents
Time & Expense
Working with Timesheets
Filling in a Timesheet
Approving Timesheets
Reviewing Timesheets
Expenses
What's Coming in Timesheets
Addins & Extensions
The Outlook Addin
The LinkedIn Extension
The Gmail Addon
How to download and use the Tracker OTM App on your mobile device
Sequences
Sequences Overview
Business Development Sequence Example
Onboarding Sequence Example
Pure Workflow Example
What's Coming in Sequences
Video Interviews
Setting Up Video Interviews
Creating Video Interviews
Reviewing Video Interviews
Security
Security Basics
GDPR - Data Management
GDPR/CCPA
Discover
Search
KnowledgeBase
What's Coming with RocketReach
Integration Services
Working with Integration Services
Email Signatures
Using Email Signatures
Custom Fields
Working with Custom Fields
What's Coming in Custom Fields
Skills Profiling
Using the Skills Profile
Tools & Settings
Record Settings
Applications Settings
Collaboration
Customization
Financial
Reporting
Timesheet & Expenses
Licenses & Credits
Marketing Settings Information
What's Coming in User Group Privileges
Tips & Tricks
QuickBooks Desktop
Importing Records
Agency CV/Resumes
How to use the iframe method to publish jobs and link the client and candidate portals to your website
Tips & Tricks to working with VoIP telephony
What's New in Tracker
Information to improve performance
Tips for creating Leads directly from your Website
Details about how our Ranking Rules work
Application Programmers Interface
Details of the Evolution Widget API
Details on the Zapier API Integration
Details on what new features are coming within Phase 5 Sprint
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
Phase 5 Features
What's Coming in Tracker OTM
Phase 5 Features
Phase 5 Features
How to manage Shifts and Temps within Tracker
How to create a new Shift
Extending a Shift
Deleting a Shift
Advertising a Shift
The Shift Planner
The Shift Dashboard
The Tracker OTM App
Shift Management within the Client Portal
Tools and Features related to Executive Search
What's Coming in Executive Search
How to use and manage Placements
What's Coming in Placements
What's Coming in Placements
Details on what new features are coming within Phase 6 Sprint
What's Coming in UX
What's Coming in Candidates
What's Coming in Assignments
Phase 6 Features
What's Coming in Job Boards
Phase 6 Features
What's Coming in Shift Planner
Phase 6 Features
What's Coming in Interviews
What's Coming in Web Forms
What's Coming in Reporting
What's Coming in Portal
What's Coming in Sage Intergration
What's Coming in Xero Integration
Details on what new features are coming within Phase 7 Sprint
New Phase 7 Updates for Job Records
New Phase 7 Features for Candidate Records
What's Coming in Phase 7 for Activities
What's Coming in Phase 7 for User Settings
What's coming in Phase 7
What's Coming for Time& Expense in Phase 7
What's coming in Phase 7 for Reporting
What's new in Tools & Settings in Phase 7