|
|
| |
|
|
| |
 |
BlackDog |
|
|
|
|
|
PO Box 3004 Crested Butte, Colorado, 81224
Contact us
Phone: 970 349 0364 |
|
|
|
|
|
|
|
Lesson Two - Finding Note Pad Records |
|
One major task of recruiting
involves taking and reviewing notes from phone conversations. Our
first exercise will be to review all the notes of one recruiter. The
Note Pad is consistent with all the tabs and will always display on
the bottom of the screen. If a particular applicant/client is
selected on any of the tabs the notes will display for that person
and will stay with that person as you go from tab to tab. The name
(first, middle and last) will not appear unless you are in the Query
state because the name already appears on the particular tab you are
viewing and would be redundant.
- Click on any one of
the tabs.
- RIGHT click the Find button,
, at the top of the screen (the right click automatically
identifies with the Note Pad as a left click does with the other
tabs).
- Click in the Owner
box. The Owner field is the user ID of the person writing the
note.
- Type JIM in the Owner
box. This tells Gopher you want a list of all notes made by the
recruiter whose User Identification is JIM.
- Click the Do It button,
. This brings up all the notes made by JIM, now we have a
query list that we can move through. To move to other records by
JIM; click on the scroll bar until you come to the Florence
Nightingale record.
- Select the Florence Nightingale record by
clicking in any box on the record or by clicking in the
column of that record.
- Drag the Florence
Nightingale record to the Profile tab and drop it. Observe that
the Profile record for Florence Nightingale comes up and the Note
Pad no longer contains the notes from the query but now contains
the notes for the Florence Nightingale record only. The Note Pad
will always display the notes for the record selected, if a record
is selected on one of the tabs.
You have completed lesson two.
|
|
|
 © Copyright 2010, BlackDog Recruiting Software Inc. |
|
|
