I don't know how many records you are needing to handle at once, but here's something to maybe try: Narrow your search down as much as possible, of course filtering out all but those in the "Employee" category, 1099's and all.
Add all searched candidates to a static view. Within that view, filter out all but the 1099's, and remove them all (ALWAYS BE CAUTIOUS when deleting records from a static view, as it looks VERY similar to deleting a candidate's records... THAT is something that needs to be addressed... But, I digress)
Once you've removed the 1099's from your static view you are left with only the good stuff. Hope you're able to use that!
1 voteDan Benoit shared this idea ·
There is a way to output the candidates record to CSV (Comma Separated Values), at which point you could use any number of programs to convert the CSV data into a PDF. Bit of a walkaround I know, but this process *CAN* be automated... (Would be much simpler to have an "export to PDF" button for sure.)
I voted for this, and I think it's still a good idea, but I've come up with a solution (May not work for you, not sure of your setup) We have exelare linked to outlook via the xbar addin for Outlook. When you right click a candidate and hit send email, for example, an outlook screen comes up. In that window, if you click styles, then templates, you can create and edit premade letters that auto fill with a number of fields from the database, as well as adding attachments and subject line. You would still have to do this twice (Once for candidate, once for client) But it sure beats copy-pasting from a word doc!
Hi Everyone, thanks for your suggestion. We are reviewing with the development team and will let you know if this becomes a committed feature.