Helpdesk

A project is like a longlist but allows you to create a list of people without associating them to a job. A project could be used in a few ways including (b...

To create a project, select ‘Create a Project’ from the side menu on the left on the Projects page.      Give your project a name and click ‘Create Pro...

Once in the project, select ‘Add People’ from the side menu on the left to open a search to find people.      Searches from here work in the same way a...

The quick add functionality gives you the option to add somebody to your project that isn’t in your database.       Once in the project, click ‘Quick Ad...

To make a duplicate copy of your project, once in the project, click ‘Duplicate’ from the side menu on the left then click ‘Yes’ to confirm. A copy will now...

To rename a project, once in the project, click ‘Rename Project’ from the side menu on the left, edit the title then click ‘Rename Project’ to confirm.   ...

To export a full list of all people in the project, once in the project, click ‘Export List’ from the side menu on the left. The following information is ex...

If you are using a project to start a longlist before the job is logged, you can copy the list over as soon as you register the job on the database.    ...

  To move a project to the trash, click the ‘Projects’ tab from anywhere within the system then click the trash icon next to the relevant project and cli...

Mailshots allow you to send an email to a group of people from a project list.    Once viewing a project select which people you wish to receive the mails...