- The Calendar Invites feature allows users to send an invitation email when a Person, Company, or Job Record with a Contact is linked to a Scheduled Activity.
- Calendar invites can be sent to Related Records when creating a new Scheduled Activity by selecting YES in the Send Invites? toggle
- Recipients’ RSVP status displays within the Activity, but also creates a Notification when it changes
- Users will be prompted to send Cancellation or Reschedule notices when deleting or editing the Activity’s time, respectively
Managing People Records
Timeline
- The Timeline is a pane within the right side panel on all People, Company, and Job Datasheets and lists that acts as a centralized location to view and filter all activity associated with the given record
- This pane consolidates logged activities, scheduled activities, text messages, emails, Network activities (if applicable), and system events.
- To access the Timeline on a Datasheet, navigate to a Person, Company, or Job
- Locate the panel on the right side of the page and click the Timeline icon at the top to expand the pane
Right Side Panel
- Top Echelon Recruiting Software’s Right Side Panel allows for quick access to various Top Echelon Recruiting Software functions while viewing Datasheets and lists throughout the software
- To access the right side panel on a Datasheet, start by navigating to a Person, Company, or Job
- Locate the panel on the right side of the page and click on an icon to expand that corresponding pane
Hiding or Displaying Cards on a Datasheet
- Navigate to a Person, Company, or Job Datasheet
- Click on the grid icon in the top left corner of the page
- Check any card name that you wish to view and uncheck any card that you wish to hide
- After making your selections, click the X in the upper right corner to close the View Preferences
Managing People, Company, and Job Order Records
- To reorder cards on a Datasheet, hover your cursor over the top left corner of a card you wish to move
- Click, hold, and drag the card to a new location
- With the proper permissions, you can also create new custom cards/fields for your records
- To do so, navigate to Settings within the Side bar, click to expand the My Agency section and then select Manage Custom Fields
- To inline edit a piece of information on a record, click the pencil icon in the top right corner of that card
- In addition to the cards on the Datasheet, you’ll also find tabs for other parts of the record at the top of the screen:
- Attachments tab displays all documents/files that are attached to the record and allows you to add new ones
- Activities tab displays all open and completed Activities related to the record
- Record options drop-down gives you access to email, print, duplicate (C/J only), and delete the record
Inline Editing
- Navigate to the corresponding record and locate the card you wish to edit
- Click the pencil icon in the top right corner of the card and click the Save button when complete
- After saving, you’ll notice that the record is immediately updated with your new change(s)
Pinning a Record
- Navigate to the corresponding Datasheet of the record you wish to pin
- Click on the Unpinned icon to the right of the record tabs
- You’ll notice the icon now changes to designate the record as Pinned
- To view Pinned records, expand the Sidebar in the top right corner of the page and click the Pinned icon
Printing a Datasheet
- Navigate to the corresponding record you wish to print
- Click to expand the Record Options drop-down menu
- Select Print Datasheet
Reordering Cards on a Datasheet
- Hover your cursor over the top left corner of a card you wish to move
- Your cursor should change to an open hand icon which allows you to click, hold, and drag the card to a new location
- Please note:
- Cards cannot be reordered from a mobile phone or tablet
- After moving a card on a Datasheet, that card will remain in the same place for all records within that corresponding database moving forward
- Datasheet layouts are always user specific
Changing the Owner of a Record
- Navigate to the corresponding record
- Locate the Miscellaneous card and click the pencil icon in the top right corner
- Click to expand the Owner drop-down and select the appropriate name
- Click the Save button when complete