Create and manage a list of your most frequently visited records by flagging records as 'Favourite'.
This list can be used to quickly open a record, rather than using a Search function. The following records can be applied to the Favourites List:
Parent
Client
Client Contact
Cost Centre
Job Order
Candidate.
Your Favourites list is available via the 'Favourites & Links' item at the top of the screen. Right click on a Favourite item within the Favourites list to display the following actions:
Open in new Tab - opens the record in a new browser window.
Open - opens the record in the current browser window.
Remove - removes the 'Favourite' setting from the record.
Records flagged as 'Favourite' are marked with a yellow star in search result lists, and 'Favourite' is also available as a search criteria within the search screens.
Flag a record as a Favourite
1 | Open the record you wish to flag as a Favourite. | |
2 | Select Edit. The record displays in Edit mode. | |
3 | Select the star located next to the record's name. The star displays in a yellow colour | |
4 | Select Save. The record is added to your Favourites list. |
Un-flag a Record as Favourite
1 | Open the record you wish to un-flag as Favourite. | |
2 | Select Edit. The record displays in Edit mode. | |
3 | Select the star located next to the record's name. The star changes from Yellow to blank. | |
4 | Select Save. The record is removed from your Favourites list. |
View your Favourites List
1 | Navigate to the top of the page in Recruitment Manager and click on Favourites & Links. | |
2 | Select the Favourites tab. |