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This lesson explains how to add an Activity from the Main Activities List Keywords: log activity;...
This lesson explains how to log an activity from within a record Enter into the Contact Record that you would like to Log an Activity. In the upper right hand corner, click the blue 3 lined button,...
This lesson shows how to associate an activity to another record ...
This lesson explains how to filter activities within a record's Activity List ...
This lesson explains how to log an Activity against a Company record Enter the company record and click the blue 3 lined button in the upper right hand corner. This is your “Action Menu&rdquo...
This lesson shows how to log an Activity against a Job record Enter into the Job you would like to Log an Activity for. In the upper right hand corner, click on the blue 3 lined button, labeled &ld...
The lesson explains how to log an Activity against a Candidate Record Start on the Candidate Record for whom you wish to log the activity. Use the blue three line button in the upper right hand cor...
This lesson explains how to schedule a Follow Up Activity ...
This lesson shows you how to Bulk Update Activities From your Activity To Do List, use the “Check Boxes” on the left hand side of your Activities to select which Activities you would l...
This lesson shows you how to create a Custom Activity Type ...
If you use online or 2-way conferencing software such as Microsoft Teams, Zoom or Google Hangouts etc, you can now send meeting invites that include these details as links from Outlook. In this exa...
Bulk Activities in the Longlist Menu In the longlist of a job record, you can log activities in bulk using the action menu button. 1. Select candidates you want to perform bulk actions on by using...