To find a Client record, use the Dashboard Quick Access link to display the search screen. Alternatively use the search function via the Left Hand Menu by selecting Recruitment Manager, Organisation then Search under the Client heading.
For more information, see the section Searching.
To create a Client record
1 | Navigate to the Left Hand Menu, select Recruitment Manager, Organisation then select Client. The Search Client screen displays. | |
2 | Enter criteria and click on Search to ensure the Client does not already exist in the system. Search results display in the Client Company’s List. | |
3 | Click Add (located on the top right of the result list). The Add Client screen displays. |  |
4 | Complete all mandatory fields, and any additional information available. The Save action becomes editable. | |
4 | Select Save at the top of the screen. The full Client record is displayed. |  |
Link a Parent Record
To create an organisational hierarchy, Clients are linked to a Parent record via the following steps:
1 | Open the Client record and select Edit at the top of the record. |  |
2 | Navigate to the Parent Company Name field. |
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3 | Click the Lookup feature to find and select the Parent Company. For more information, see the section Lookup. |
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4 | Select Save at the top of the record. | |
To remove a Parent from a Client record:
1 | Open the Client record and select Edit at the top of the record. |
2 | Navigate to the Parent Company Name field. |
3 | Select the Parent Company Name and click on the Delete key to remove the name from the field. |
4 | Select Save at the top of the record. A warning will display where timesheets have been submitted or paid, an invoice has been created, or Client Contacts have been linked to other Client records within the Parent Group. In this case the parent cannot be removed, however the record can be made 'Inactive' if it is not required for future use. |