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Knowledge base
1. Getting Started
1.1 User Settings
8
1.1.1 Edit your profile [video content]
1.1.2 Notification settings
1.1.3 Add your profile picture
1.1.4 View your activity
1.1.5 Change your password
View all 8
1.2 Hints & Tips
4
1.2.1 Hints & Tips [video content]
1.2.2 Automatically BCC Your Just Recruit Account
1.2.3 Searching Tips
1.2.4 BCC your Just Recruit email account [video content]
1.3 Mailshot Settings
1
1.3.1 SendGrid integration setup [video content]
1.4 Training
1
1.4.1 Training [video content]
2. Settings
2.1 System Settings (admin only)
10
2.1.1 Company information
2.1.1.1 Company information: Bank / invoice information
2.1.1.2 Company information: GDPR email content [video content]
2.1.2 Users
2.1.2.1 Users: Edit user information
View all 10
2.2 Customisation (admin only)
18
2.2.1 Custom fields
2.2.1.1 Custom fields: Type of field
2.2.1.2 Custom Fields – Custom Groups (PRO FEATURE) [video content]
2.2.2 Coding [video content]
2.2.2.1 Coding: Creating a coding category
View all 18
2.3 Management Information (admin only)
12
2.3.1 Invoices
2.3.1.1 Invoices: View an invoice
2.3.1.2 Invoices: Download an individual invoice
2.3.1.3 Invoices: Download all invoices
2.3.1.4 Invoices: View invoices by company
View all 12
3. Dashboard
3.1 Mission Control
6
3.1.1 Search bar
3.1.2 Activity graph
3.1.3 Today’s reminders
3.1.4 My jobs
3.1.5 Companies
View all 6
3.2 Pipeline
2
3.2.1 What is the Pipeline [video content]
3.2.2 View by Consultant
4. People
4.1 People Search
9
4.1.1 Keyword / ref search
4.1.2 Consultant
4.1.3 Contract type
4.1.4 Type of person
4.1.5 Salary
View all 9
4.2 People Records
24
4.2.1 Create a person
4.2.2 Personal information
4.2.3 Employment information
4.2.4 Coding
4.2.4.1 Coding: Auto-coding
View all 24
5. Companies
5.1 Company Search
5
5.1.1 Keyword / ref search
5.1.2 Lead consultant
5.1.3 Location
5.1.4 Advanced coding search
5.1.5 Custom field searching
5.2 Company Records
14
5.2.1 Create a company
5.2.2 Lead consultant
5.2.3 Billing information
5.2.4 Coding
5.2.5 Invoice history
View all 14
6. Jobs
6.1 Job Search
8
6.1.1 Keyword / ref search
6.1.2 Lead consultant
6.1.3 Status
6.1.4 Job type
6.1.5 Contract
View all 8
6.2 Job Records
16
6.2.1 Create a job
6.2.2 Coding
6.2.2.1 Edit coding
6.2.3 HM Required
6.2.4 Longlist [video content]
View all 16
6.3 Jobs: Longlists
22
6.3.1 Change / add a hiring manager
6.3.2 Delete a hiring manager
6.3.3 Add a hiring manager action
6.3.4 Add people
6.3.5 Quick Add
View all 22
6.4 Temp Jobs
4
6.4.1 Create a Temp Job [video content]
6.4.2 Setting an End Date
6.4.3 Margins and Mark Ups
6.4.4 Fixed Fee Amount
7. Projects
7.1 Projects
13
7.1.1 What is a project? [video content]
7.1.2 Create a project
7.1.3 Add people
7.1.3.1 Add people: Quick add [video content]
7.1.4 Duplicate
View all 13
8. Imports
8.1 Imports
0
9. API & Extensions
9.1 API Developer Documentation
2
API Developer Documentation
9.3.1 Setting up your SMS TextMagic Account (PRO FEATURE) [video content]
9.2 LinkedIn Chrome Extension
2
9.2.1 Installation (PRO FEATURE) [video content]
9.2.2 Using The Extension (PRO FEATURE) [video content]
10. Plus Bolt-on Email & Calendar Sync
10.1 Plus Bolt-on Email & Calendar Sync
7
10.1.1 Setting up your email and calendar sync [vid]
10.1.1.1 Setting up your Gmail / GSuite email sync
10.1.2 Calendar settings
10.1.3 Mailbox
10.1.4 Adding calendar events and invites [vid]
View all 7
11. Websites
11.1 Pages
10
11.1.1 Edit page title
11.1.2 Add a new page
11.1.3 Change company logo
11.1.4 Edit social media links
11.1.5 Hide page from website
View all 10
11.2 Forms
3
11.2.1 View form responses
11.2.2 Export form responses
11.2.3 Changing form notification email address
11.3 Blog / News
7
11.3.1 Add a blog post
11.3.2 Delete blog post
11.3.3 Change status of blog post
11.3.4 Change author
11.3.5 Editing text styles
View all 7
11.4 Events
5
11.4.1 Add an event
11.4.2 Edit an event
11.4.3 Viewing past events
11.4.4 Editing text styles
11.4.5 Add or change an image
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