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List and Form Views

To Switch from List View to Form View or Vice Versa

To Switch from List View to Form View or Vice Versa
  • Click the List/Form icon in the top right hand corner
  • List/Form view will be displayed

Jobs - List View

Jobs - List View

Jobs - List View contains Companies by Unique Job Ref, Job Title, Company, Hiring Manager, Location, Date Opened, Type, Progress, Status and Consultant.

Sorting Lists

You can sort the list by any field displayed in List View.

To sort a list:

  • Click on the field heading at the top of the column

Note:  At the bottom of the screen it contains how many records in the list

Jobs - Form View

Jobs - Form View

Form view always contains the company name, industry type, primary contact, telephone and address information for the company at the top.

Form View consists of different tabs of information.  The tabs are displayed halfway down the job record.

The Details Tab

This tab contains job title, job type, industry type details, company information and hiring manager information.

The Info and Docs Tab

This tab contains the job spec and any additional documents to be stored against the job

The Skills Tab

This tab contains the skills logged against the job

The Comms Tab

This tab contains all emails, letters, phone calls, notes, faxes or SMS text messages that have been created for the job from within the database.  

The Matched CVs Tab

This tab shows any candidates that match the criteria for the job shown on the right hand side

The Longlist Tab

This tab lists the candidates that have been added to the longlist for the job

The Job Activities Tab

This tab lists all the job activities that have been created for the job

The Placements Tab

This tab lists all the placements and contracts that have been created for the job

The Timesheets Tab

This tab lists all the timesheets that have been created for the job

The Invoices Tab

This tab lists all the invoices that have been created for the job

The Expenses Tab

This tab lists the expenses created for the job

The Dashboard Tab

This tab shows the history of activity and searches saved which are linked to the job and also timelines for certain job activities for the job

The Broadbean Tab

This tab contains the Broadbean details for the job

The Research Tab

This tab contains details of any potential contacts who may become HRS records

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