Create and Manage Client Contacts

To find a Contact 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, then Search. For more information see the section Searching.

To open a Contact from a Client record list, navigate to the Contacts section and click on the Contact Name.

Create a Client Contact:

1

Open the Client record and navigate to the Contacts section and select Add.

The basic contact record is displayed. Note; this screen does not contain all sections of the Contact record.

New Contacts can also be created via the Cost Centre record, from the Contacts section by selecting Add.

2

When all mandatory items have been completed, select Save at the top of the screen.

The full Contact record is displayed.

Note: A Client Contact record can be deleted by selecting Edit, and the Delete action. Where the Contact has been applied to records within the Client, or other linked Client records like Cost Centres, Job Orders, Comments, Activities, Billing Module Debtor records, Timesheet Workflows the Contact cannot be deleted. In this circumstance a warning is displayed.
Where the Contact is no longer required in any Client records, the Contact's Status can be changed to 'Inactive'.

Create or maintain a portal user

The Client Portal allows Contacts with permission to access information and perform actions such as viewing Job Orders, via the web. Client Portal, access can be managed from the Contact record.

The attached document provides some basic information regarding the technology requirements for the portal, and can be distributed to Contacts to help them to get the best out of the product FastTrack360 Self Service Portal Technology Requirements.

1	Open the Contact record and select Edit at the top of the record.
2	Navigate to the Portal User section.
3	Enter or update fields as required. Note: Where a portal user has exceeded their login attempts, the 'Login Blocked' checkbox will be ticked. Un-tick to remove the block and allow the user to re-attempt login.
4	Select Save at the top of the record. The settings are applied

Link a Contact to a Candidate

Where a Contact is also a Candidate, the Candidate record can be linked to the Contact record.

1	Open the Contact record and select Edit at top of the record.
2	Navigate to the Candidate Name field in the main section of the Contact record.
3	Enter in the name of the Candidate or use the Lookup feature to find and select the Candidate. For more information see the section Lookup.
4	Select Save at the top of the Contact record. The Candidate is linked to the Contact.

Remove a Candidate linked to a Contact

1	Open the Contact record and select Edit at top of the record.
2	Navigate to the Candidate Name field in the main section of the Contact record.
3	Select the candidate's name and click on the Delete key. The name is removed from the field.
4	Select Save at the top of the Contact record. The Candidate is removed from the Contact record.