Your one-stop shop for help on TrackerRMS
Blank Candidate Statuses You can set a new candidate’s status to blank when using the "add record" button to retain an existing status. 1. First, make sure you have a default status set in y...
Company Status is a single select field that can be used as a way to track the lifecycle of your company record status changes. For example, you may have a company marked as a "Prospect" and would t...
Contact Status is a single select field that can be used as a way to track the lifecycle of your contact record status changes. For example, you may have a contact marked as a "Prospect" and would t...
Company Type is a multi select field that can be used as a way to mark a company-specific detail. For example, you could use type to mark if a company record is willing to provide a reference, a rev...
Contact Type is a multi select field that can be used as a way to mark a contact-specific detail. For example, you could use type to mark if a contact record is willing to provide a reference, a rev...
Tracker has now added a way to detect similarly named candidates and contacts when manually adding to avoid duplication in your system. Below is a video showing this: ...