- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and then select Record Profile Images
- From the Record Profile Images page, use the toggle to Enable or Disable the collection and display of profile images for each record type
Top Echelon Recruiting Software Help Center
Recurring Activities
- Schedule an Activity from a Datasheet, Planner, or Pipeline
- In the Add Scheduled Activity Window, enter the corresponding details of the task
- Click to expand the Repeat drop-down to apply recurrence
- Click Save when complete
Training Tuesday – Exploring the Essentials for Success
- In this Training Tuesday video, we cover:
- An overview of basic functions within Top Echelon Recruiting Software, perfect for new or returning users trying to get started!
Using the Browser Extension
The Top Echelon Connect Extension tool can be added to select browsers and is designed to streamline and automate manual data entry for the Top Echelon Recruiting Software. The extension will allow you to import contacts directly from several sites into Top Echelon...
Training Tuesday – Sneak Peek of Top Echelon’s Brand New Browser Extension!
- In this Training Tuesday video, we cover:
- A first look at the completed redesigned Chrome Extension for Top Echelon Recruiting Software
Profile Images on People and Company Records
- Navigate to the appropriate Person or Company Datasheet and click on the Attachments tab at the top of the record
- Drag and drop or use the Browse button to upload the corresponding document
- Please note that only appropriate image file types can be used, such as .jpg, .png, and .gif
- Once the image is uploaded, click the Set as Profile Image icon to the right
Setting Print Permissions for a User
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set print permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Ability to Print Lists, set the appropriate permission and click Save when complete
Training Tuesday – Harnessing the Power of Top Echelon Recruiting Software’s Contact Importer
- In this Training Tuesday video, we cover:
- How to get the most out of your spreadsheets with the Contact Importer!
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
Training Tuesday – Top Echelon Recruiting Software’s Job Advertising Interface Upgrade
- In this Training Tuesday video, we cover:
- The new Advertising interface for Jobs in Top Echelon Recruiting Software, and the new Monster Organic posting option