Zoho Recruit | Managing Notes

Manage Notes

Associate Notes with Records

In Zoho Recruit, you can associate notes to the records by specifying the required details. You can create notes only if you have the Create permission for Notes.

To create notes:

  1. Click a tab.
  2. In the Home page, select the record.
  3. In the Details page, the existing note details, if any, are displayed.
  4. Enter the note content in the text box.
  5. Click the Attach File link if you want to upload files to the note.
    You can attach up to 5 files in a note and the total size of the files should not exceed 20 MB.
  6. Click Save.

Note

  • Every note that you associate with a record will be counted as one more record in Zoho Recruit. So it will contribute towards the total number of records.
    For example, you have a total of 1000 records in your account and every record has a note associated with it - then the total number of records in your account will be 2000.

Import Notes

There may be occasions when you would like to acquire Notes from external sources or other ATS applications. In Zoho Recruit you can easily import notes from external sources.


Note

  • Before importing the notes, you should have already imported the Clients and Contacts related to the notes.


To import notes

  1. Click Setup > Data Administration > Migrate Data from other ATS.
  2. In the Data Migration Wizard page, select Import Notes from the drop-down list.
  3. Click Next.
  4. In the Migrate Notes page, drop-down, do the following:
    • Browse and select the file to be imported.
      Note, that only CSV files can be imported.
    • Select the Character Encoding from the list.
    • Select the Date and Time format used in the import field. Any other date and time format used in the import file will be ignored.
      The format that you specify here will be used for the Date fields and a combination of the values for Date & Time fields.
    • Select the Send Notification Email check box, to receive a notification mail about the import.
    • Click Next.
  5. In the Map Fields section, map the fields to the field names that you had mentioned in the CSV file.
    The field names that you had mentioned in the CSV file will be available in the drop down lists.
  6. Click Next to import records.
    When the migration is complete an email is sent to the user (administrator) who imported the records.

Note

  • The file size should not exceed 50 MB.
  • In the CSV file, the details in the first row will be treated as the field names.
  • By default, under Advanced Options, the Date and Time values selected are yyyy-mm-dd and hh:mm:ss format respectively. You can change the format but make sure that the selected format is used in the import file. In case of any differences, the default format will be used.

Export Notes

This feature allows you to export the notes from Zoho Recruit in CSV format. You can export a maximum of 3000 notes at a time.

To export notes

  1. Click Setup > Data Administration > Export Data.
  2. In the Export Data page, select Export Notes from the drop-down list.
  3. Click Export.
  4. In the dialog box, select Save File, and then click OK.
    The records will be exported and saved in .CSV format in your local disk

Delete Notes

Occasionally, you may need to remove the unnecessary notes from Zoho Recruit for a better user experience. You may consider removing notes that are not useful for future reference.


Note

  • You can delete notes only if you have the Delete permission for Notes.
  • The deleted notes are temporarily stored in Zoho Recruit's Recycle Bin.
  • If you delete the notes from the Recycle Bin, you cannot restore them.

To delete notes:

  1. Click a tab.
  2. In the Home page, select the record.
  3. In the Details page, under Notes section, click the relevant Del link.
  4. In the Confirmation dialog box, click OK to delete the note permanently.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Import Data

                                                                                                                Importing records into your Recruit account can help you create new candidates from data gathered through various sources, such as a purchased record database or records from different business units. You can import records using two features: Import ...
                                                                                                              • Common Operations

                                                                                                                Navigate Records Navigate primarily means the process of moving back and forth within the records. Navigation in Zoho Recruit allows easy movement between records; provides options to choose the number of records to be displayed in one page; and ...
                                                                                                              • Manage Profiles

                                                                                                                In Zoho Recruit, the profile function controls the permission to Recruit modules, records, fields in a record, and various utilities, such as import, export, send email, mass update, etc. Users associated with the profile can access the functions ...
                                                                                                              • Export Data

                                                                                                                Zoho Recruit allows you to export a backup of all your Recruit data in a few simple steps. The export options available in Zoho Recruit are: Export module data Request Recruit data backup Export Module Data The Export Data feature allows you to ...
                                                                                                              • Profile Permissions

                                                                                                                Profiles in Zoho Recruit help you define permissions for a set of users. For instance, the permissions required for a person from Sales team might differ from the permissions required by a person in the Marketing team. You can define the permissions ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources