This feature allows you to attach documents, spreadsheets and presentations to candidates. You can attach them in the following ways:

• Attach from Desktop 
  
• Attach from Zoho Docs 
  
• Attach from Google Docs 
  

Associate Candidates

To create Candidates

1. In the Record Details page, the existing lead details, if any, are displayed.
   
   • Click Name, Company, Email, Candidate Source, or Status links to sort the display order of the records.
     
   • Click the relevant Edit or Del link to modify or delete the candidates respectively.
     
2. Click the New link.
   
3. Enter the lead details.
   
4. Click Save.
   

Associate Contacts

To create Contacts

• In the Record Details page, the existing contact details, if any, are displayed.
  
  • Click Contact Name, Email, Phone, Mobile, or Fax links to sort the display order of the records.
    
  • Click the relevant Edit or Del link to modify or delete the contacts respectively.
    
• Click the New link.
  
• Enter the contact details.
  
• Click Save.
  

Add Tasks & Calls

To create Tasks or Events

1. In the Record Details page, the existing task or event details, if any, are displayed.
   
   • Click Subject, Activity Type, Status, Due Date, Start Date Time, End Date Time or Owner Name links to sort the display order of the records.
     
   • Click the relevant Edit or Del link to modify or delete the task/event respectively.
     
   • Click the relevant Close link to close the task.
     
2. Click the New Task/New Event/Log a Call link and specify the relevant details. See Also List of Standard Fields 
   
3. Click Save.

Note

• Once the activity is complete, you can close the activity using the Close link.

Send Emails

To send emails

1. In the Record Details page, the existing email details, if any, are displayed.
   
   • Click Sent Or Received, Subject, Date, Sent By or Source links to sort the display order of the records.
     
   • Click the relevant Del link to delete the mail details.
     
2. Click the Send Mail link.
   
3. In the Send Mail page, compose the email message and send it.

Note

• You can select the email template while composing the email.
• In the Free Edition, you can send individual emails based on the total number of confirmed and active users, i.e. 50 x total confirmed and active users.
  For example, you have 3 active and confirmed users in your organization's account. Then the total number of individual emails that a user can send per day, per organization will be up to 150 (50 x 3) emails.

Add Notes

To add notes

1. In the Record Details page, the existing note details, if any, are displayed.
   
   • Enter the content for the note in the text box.
     
   • Click the Add a Title link, if required.
     
   • Click Save.
     

Associate Job Openings

To create Job Openings

1. In the Record Details page, the existing job openings details, if any, are displayed.
   
   • Click Posting Title, Revenue, Status, Target Date, or Type links to sort the display order of the records.
     
   • Click the relevant Edit or Del link to modify or delete the job openings respectively.
     
2. Click the New link.
   
3. Enter the job opening details.
   
4. Click Save.
   

Associate Interviews

To add Interviews

1. In the Record Details page, the existing product details, if any, are displayed
   
   • Click Interview Name, Candidate Name, Client Name, Posting Title, Interview Start, or Interview End links to sort the display order of the records.
     
   • Click the relevant Del link to delete the record.
     
2. Click the New link.
   
3. Select the check box(es) corresponding to the product.
   Note, that the products will be available in the list only if you add them using the Products module.
4. Click Add to [Module].