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Why We Add Records from Within other Records

In Tracker, we give you the option to add new records while working inside others so they are automatically associated. ...

Adding a Job Record Using a Specification Document

Tracker has a few options allowing you to create a job using a specification document. If it's in a word of PDF document, we have a parser that will create a job for you using that job description. ...

Set Candidate Statuses to BLANK When Adding a New Record

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

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

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

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

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...

Similar named contacts and candidates

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: ...

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