To add a Job, please follow the steps below using either option
Note: To add and save a new job, you must link the job to a contact
Option 1 - Adding a job from the Jobs/Requirements folder
- Click on 'Jobs/Requirements' folder in the folder list to the left.
- Click on the ‘New’ button on the top
- Fill out the fields desired on the new job form
- Click on the drop down box in the ‘Contact’ field
- A new window will open allowing you to search for contacts
- Find the contact or hiring manager associated with this job
- Click ‘OK’
- Click ‘Save & Close’ to add the new job
- Click on the 'Contacts/Clients' folder in the folder list to the left.
- Right Click on the contact and select ‘Add a New Job to the Selected Contact’.
- A new window will open where you can fill out the job details
- Fill out the fields desired on the job form
- Click ‘Save & Close’ on the top left to save the job