Managing Contact Notes and Attachments

In this topic, a recruiter will add a note and attachment to an applicant's file.

Steps:

1. Click in the User ID field.

   Step 1

2. a valid value
    e.g.
   Enter
    "jeffery.qualey"
    into the User ID field.
   Step 2

3. Click in the Password field.

   Step 3

4. a valid value
    e.g.
   Enter
    "welcome1"
    into the Password field.
   Step 4

5. Click the Sign In button.

   Step 5

6. Click the Main Menu button.

   Step 6

7. Click the Recruiting menu.

   Step 7

8. Click the Search Applicants menu.

   Step 8

9. Click in the Last Name field.

   Step 9

10. a valid value
     e.g.
    Enter
     "Carter"
     into the Last Name field.
    Step 10

11. Click the Search button.

    Step 11

12. Click the Tomi Carter link.

    Step 12

13. Click the Notes tab.

    Step 13

14. Click the Vertical scroll bar to move down the page.

    Step 14

15. Click the Add Applicant Note button.

    Step 15

16. Click the Contact Method drop-down list.

    Step 16

17. Click the Outbound Email list item.

    Step 17

18. Click the Audience drop-down list.

    Step 18

19. Click the Public list item.

    Step 19

20. Click in the Subject field.

    Step 20

21. a valid value
     e.g.
    Enter
     "Directions to Office"
     into the Subject field.
    Step 21

22. Click in the Details field.

    Step 22

23. a valid value
     e.g.
    Enter
     "Sent directions to office. "
     into the Details field.
    Step 23

24. An attachment is not required but in this example, we will add one.

    Step 24

25. Click the Add Attachment button.

    Step 25

26. Click the Browse... button.

    Step 26

27. Click the Desktop tree item.

    Step 27

28. Click the Directions object.

    Step 28

29. Click the Open object.

    Step 29

30. Click the Upload button.

    Step 30

31. Click in the Description field.

    Step 31

32. a valid value
     e.g.
    Enter
     "Directions to office with map"
     into the Description field.
    Step 32

33. Click the Add Note button.

    Step 33

34. The notes summary will show you all of the notes for this applicant.

    Step 34

35. Click the Save button.

    Step 35

36. Click the Home link.

    Step 36

37. Click the Sign out link.

    Step 37

You have completed the topic "Managing Contact Notes and Attachments".

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