Helpdesk

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]

2.1 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

3.1 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

4.1 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

5.1 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

6.1 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

7.1 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

8.1 Imports 0

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]

10.1 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

11.1 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