You can easily create one or more group labels for a Candidate or a Contact. These groups are used for example for mailings or searches.

Method

Create group

Create a group "High Potentials" for candidates

  1. Go to Maintenance | Tables
  2. Click [New].
    The new table item page opens.
  3. Table: Select "Group Candidate"
  4. Item: fill in "High Potentials"
  5. Do not change the other fields and hit [Save]

In every Candidate file a tick box called "High Potentials" now shows on the right hand side underneath "Groups".

Add to Group

Adding Candidates to the new group of "High Potentials":

  1. Go to the Candidate Overview
  2. Make a selection of the Candidates you want to add to the Group
  3. Click "Choose Action" and choose "Add to group"
  4. Choose the Group of choice
  5. Click [Add].

In each of the selected candidates the group "High Potentials" is ticked off.

Notes:

  • This works the same way for contacts and companies.
  • For users is the bulk-option through 'Choose Action' not available.
    Users can be added to a group by opening the file and selecting the desired group manually.
Did this answer your question?