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It would be really helpful to have a way to "Pin" a note to the top of the notes section. This is really important when you have something important about someone and do not want the note to get buried farther and farther down the note stream. For instance: I have a candidate who is allergic to cats so I make a note and I make sure it stays in the TOP position in the notes so I never send her to a work environment that has cats. Or I have a candidate who can never work on Saturdays. I Pin the note to the top of the notes section that says "This candidate can't work on Saturday". These are notes that are VERY important to the job but are unique to the candidate for us to know about.
Hi we solved this by creating a special field for this. It is more practical than the notes, since the field can be listed as a column in Views, when ie searching for candidates. It can be also included in the initial information on the top of the page under the candidate´s name
Hi Don,
Greetings from Zoho Recruit!
As suggested by Miroslava, yes you can create a custom field for notes and update the notes information. the field can be listed as a column in Views, when ie searching for candidates. It can be also included in the initial information on the top of the page under the candidate´s name.
The other workaround is adding tags to the candidate records for easy viewing. When you are going to have lot of data you dig up that particular candidate record with specific tags.
For more information on tags you can refer the help link : https://help.zoho.com/portal/kb/articles/adding-tags#Create_new_tags
Also the suggested feature to pin a note on top of note section will be considered as a feature request and will have this shared with the product management team to see if this request can be added to our road map.
We will notify once we receive an update from the team.
For any further assistance, please write to support@zohorecruit.com, shall be glad to assist you, Thanks.
Regards,
Nazia
Technical Support
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