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Contact Card QuickViews

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Overview 

The QuickView links on a Contact Card allow a recruiter to view and manage information about the contact.

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Element Description
Orders The Orders QuickView provides a view of the orders the contacts has been entered on. 
Roles The Roles QuickView provides a view of the assignments and roles that this contact has at various companies.
Messages

The Messages QuickView provides a list of all messages associated with the selected Contact card.  Messages logged in either the Core Application or Recruiter Module are displayed in the Messages QuickView.


 

 

 

Orders QuickView

The Orders QuickView generates a display of the Contact's order history. The data in the Orders QuickView is not editable, however, clicking the Order number navigates to that order's Order card. Temp orders are not currently available as QuickLinks in the Recruiter module. 

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Roles QuickView

The Roles Quickview displays the roles and assignments the contact holds at various companies. 

 

When a contact is added in the Recruiter Module, a default contact role will be assigned to the contact based on the default Contact Role set for that customer's default branch. The Contact Role default can be set in the Core application in Admin Tools > Config Choice > Choice Property for Contact Role. 

After a contact has been added, their contact role can be edited in the Core application.

 

If... Then...
The contact is assigned to a customer The default contact role based on the default branch of that customer will be applied to the contact.
The contact is not assigned to a customer No contact role will be applied to that contact.

 

More information can be found on the Contact Role help page.

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Messages QuickView

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The Messages QuickView provides a list of all messages associated with the selected Contact card.  Messages logged in either the Core Application or Recruiter Module are displayed in the Messages QuickView.

 

 

Clicking on Messages in the current card will display all messages associated with the current record in the Messages QuickView.  

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Each message displays the name of the message creator and is stamped with the date it was created. Messages in the QuickView are sorted in reverse chronological order according to the message creation date.

 

Message Categories

When working with a message in the Message sections of the Core Application, one of three categories (“Messages”, “Appointments”, and “Tasks”) can be assigned to that message via the Make This drop-down menu. When viewing a message in the Recruiter Module, the message's category is displayed in the message header, alongside the activity type, when viewed in the Recruiter Module.



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All messages created in the Recruiter Module are logged as the “Message” message category.  

 

Message Links in Recruiter Module

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Messages created in the Core Application can be linked to other records in the system, but this functionality is limited in the Recruiter Module.  New messages logged in the Recruiter Module are created with the following record links:



Section Name

Default Record Link(s) in New Message

Talent Card

Employee Record

Order Card

Order Record, Customer Record

Candidate Card

Order Record, Employee Record

Company Card

Customer Record

Contact Card

Contact Record

 

It is not possible to link a message to any other records via the Recruiter Module.

 

 

View Linked Records

Links to records that the Recruiter Module can access are displayed as hyperlinks in the message links field, sorted by section.  Messages that are linked to a record that the Recruiter Module can’t display are shown as normal text.

 

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Links to records accessible by the Recruiter Module are presented in two ways, depending on the number of linked records per category:

 

View a Linked Record in a Message that Contains Single Linked Record

A message that links to a single record in a section displays the record name as a hyperlink.

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Select the desired hyperlink to open the linked record in a new browser tab.

 

View a Linked Record in a Message that Contains Multiple Linked Records

A message that links to multiple records in a section will display a link labeled as “Show all XX”, where XX is the number of linked records in the category.

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  1. Select the desired “Show all XX” hyperlink to expand the links field and view all linked records in that section.  

  2. Select the link in the expanded field to open the linked record in a new browser tab.
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View a Message

  1. Select the body text of a message in the QuickView.

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  2. The View message window is displayed. This is a read-only view of the message.

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  3. Click Close to close the window.  

 

 

Add a New Message

  1. Select Messages from the Contact card.

  2. Select 14.png. The Add message window is displayed.

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  3. From the Message type drop-down menu, select the appropriate message type.  The items that appear in this menu can be customized.  
    Note: See Add an Action Type for more information about how to configure the options available in this menu.

  4. In the Subject field, enter a short subject line for the message.

  5. In the Message field, enter the message content.

  6. When finished, select the Done button to save the message.  

 

 

 

Edit an Existing Message

The ability to edit a message depends on thye permissions that have been configured for the current user in the Core Application. For more information about the user permissions required to edit messages created by other users, see Config Option - AllowEditMessage.

  

  1. Select Messages from the Contact card.

  2. Tap the message’s title or hover the mouse cursor over the title bar of the message to be edited.  The Edit button will appear if the message can be edited.

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  3. Select the Contact_-_Aviont__Recruiter_Module_-_Google_Chrome_2017-03-14_14.15.21.png button.  The Edit Message window will be displayed.  

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  4. Edit the content as desired.

  5. Select Done to save the edited message.

 

 


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