Navigate Records

1. Page-level navigation
   
2. Record-level navigation
   

Page-level navigation

Record-level navigation

Search Records

1. Search records by Alphabet
   
2. Search records by Information
   
3. Search records by Criteria using Advanced Filters
   

Search records by Alphabet

Search records by Information

Search records by Criteria using Advanced Filters

Create Records

1. Entering data manually in the record details form
   
2. Importing records from external sources
   
3. Capturing records from Web site through Web-to-record form
   

Note:

1. Some of the standard fields listed below may not be visible or editable depending on your organization's business process.
   
2. In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

Create Records Individually

1. Filling details in the record creation form.
   
2. Duplicating the record with few changes in the existing details.
   

1. Filling details in the candidate creation form.
   
2. Cloning the candidate with few changes in the existing record.
   

Note:

1. By default, the person who creates the candidate owns it.
   
2. To change owner, click the Change link in the Candidate Owner field from the Candidate Details page and select another user.
   

1. In the [Module] tab, click New [Module] . Alternatively, click .
   
2. In the Create Record page, enter the details. (Refer to the Standard Fields) 
   
3. Click Save.
   

1. In the [Module] tab, click a particular record that is to be cloned.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Details page, click Clone.
   
3. In the Clone [Record] page, modify the required details.
   
4. Click Save.
   

Import Records

Note:

1. The Import link is displayed only if you have the privilege to use the Import feature.
   
2. Please contact your administrator in case these links are disabled.
   
3. Before importing records, you must have the record details in a CSV/XLS file.
   
4. Before importing the records, close the CSV/XLS file and the Spreadsheet program.
   
5. Ensure that the CSV file does not contain any apostrophes (For example, ABC's).
   

Capture Records from Website (Using Web-to-record Form)

Benefits:

1. Web forms can be used for:
   
2. Capture data (visitors' information)
   
3. Communicate with website visitors
   
4. Conduct surveys
   
5. Respond to user questions
   
6. Generate online sales
   
7. Receive online feedback
   

Export Records

1. Export data
   
2. Request ATS data backup
   

Change Record Owner

Note: You need to have the Change Owner profile permission to use this feature.

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, select the record.
   
3. In the [Module] Detailspage, do one of the following:
   
4. In the [Record] page, change the owner, and then click Save.
   

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, select the required check boxes.
   
3. Under More Actions, click Change Owner.
   
4. In the Change Owner page, select the new user from the Change Owner pick list.
   
5. Click OK.

Note:

1. Record ownership will be changed to another user, irrespective of its existing owner.
   
2. Use this operation carefully, otherwise records belonging to different users will be changed to new user.
   
3. To overcome this problem, you may first search the records with a required owner name and then change the owner in bulk.
   
4. The Change Owner option will not be available for the records for which you have Read Only permission.
   

Print Records

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, click the required record that you want to print.
   
3. In the [Module] Details page, click More Actions > Print Preview.
   
4. Choose a Template Category from the list.
   The chosen Email Template, Mail Merge Template or Inventory Template, as the case may be, appears for Print Preview.
   
5. Click Print.

Note:

1. You can also print the details using the Web browser's print function.
   
2. Email Templates appears only if there are any email templates created for the module in question.
   
3. The Mail Merge Templates option is restricted to Candidates, Contacts, Clients and Job Openings.
   
4. Inventory Templates are restricted to Inventory Modules.
   
5. These additional Print options (Email, Mail Merge and Inventory templates) are available for all paid Zoho Recruit accounts. For Free and Trial accounts, only the default print option is available.
   

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, click the Print View icon.
   
3. In the Print Preview page, the system displays the list of records.
   
4. Click Print Page.
   

Delete Records

Note:

1. The deleted records are temporarily stored in the Recycle Bin for 60 days from the date of deletion after which they are permanently deleted.
   
2. Users with Administrator profile will have access to all the records in the Recycle Bin.
   
3. Only the Administrator can delete the records from the Recycle Bin.

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, select the record.
   
3. In the [Module] Details page, click Delete.
   

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, select the check boxes corresponding to the records.
   
3. Click Delete.
   

1. Click Settings > Setup > Data Administration > Recycle Bin.
   
2. In the Recycle Bin page, select check box(es) of the records that you want to restore.
   
3. Click Restore.
   

Note: Users with Administrator profile will be able to view all the records that are deleted.

Merge Duplicate Records

Mass Transfer Records

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, click [Module] Tools > Mass Transfer [Module].
   
3. In the Mass Transfer [Module] page, do the following:
   
4. In the Select New Owner section, click to select the owner's name for the Transfer From and Transfer To fields.
   
5. Specify the criteria.
   
6. Click Search.
   
7. Under Matching [records], select the check box(es).
   
8. Click Transfer.
   

Mass Delete Records

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, click [Module] Tools > Mass Delete [Module].
   
3. In the Mass Delete [Module] page, do the following:
   
4. Specify the criteria.
   
5. Click Search.
   
6. Under Matching [records], select the check box(es).
   
7. Click Delete.

Note:

1. The records deleted in bulk will be temporarily available in Zoho Recruit's Recycle Bin.
   
2. To restore the data, select the records, and then click Restore.
   

Mass Update Records

Note:

You cannot update the following fields using the Mass Update feature.

1. Text Area fields.
   
2. Lookup fields.
   

To update mass records

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, click [Module] Tools > Mass Update [Module].
   
3. In the Mass Update [Module] page, do the following:
   
4. Specify the criteria.
   
5. Click Search. The page displays the list of matching records.
   
6. Under Matching [records], select the check box(es), and then click Mass Update.
   
7. In the Select Field to Update page, select the field to be updated.
   
8. Enter the corresponding data in the box.
   
9. Click Save.
   

1. Click the [Module] tab.
   Module refers to Candidates, Clients, Contacts, etc. tabs.
2. In the [Module] Home page, select the check box(es) corresponding to the records that you want to update.
   
3. Under More Actions, click Mass Update.
   
4. In the Select field to update popup, choose the field that you want to update for the records.
   
5. Specify the value for the field.
   
6. Click Save.
   

Use Last Activity Time in Criteria

Note:

1. This option is supported only for the Candidates, Clients, Contacts and Job Openings modules.
   
2. The Last Activity Time under list view criteria and the Last Update time in the Record Details page are the same.
   

1. Editing fields in a record
   
2. Adding & updating activities, i.e. Tasks, Events, Calls
   
3. Sending emails to candidates and contacts
   
4. Adding & editing notes
   
5. Adding potentials & contacts under an account
   
6. Changing the owner of the record
   
7. Adding and deleting a record
   (This does not include deleting a record associated to the parent record.)
8. Closing a task
   (This does not apply for events as they are automatically moved under Closed Activities after the End DateTime.)
9. Deleting and restoring the records (individually or in bulk).
   
10. The activities and updates that will NOT be recorded as Last Activity time:
    
11. Mass operations like Mass Update, Mass Transfer, etc.
    (Except for Mass Delete option.)
12. Editing contacts or potentials under an account will not be listed under the Account
    
13. Deleting related lists under a record.