The Contacts Landing page includes a comprehensive list of all client contacts created within the system.
To navigate to the Contacts Landing page, follow these steps:
- Navigate to the main navigation header bar and click on Contacts.
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You will view the list of all contacts along with their basic details.
Actions to perform on the Contacts Landing page:Contacts - Contacts Landing Page
- Search: Allows you to swiftly locate specific contact(s) by entering keywords or search terms, facilitating efficient retrieval of relevant contacts or details.
- Refresh Button: Allows you to refresh the page and update the contact listings in real-time.
- Proximity: The proximity search feature allows you to find contact(s) by entering an address and setting a specific kilometer (KM) range around that address as a permanent filter.
- Send Mail & SMS: Click on the checkbox placed in front of the contact’s name to send mail or SMS directly to contact(s). It works for one or multiple contact(s) selected.
The email description header includes a Job Placeholder, containing job-related tags such as Job Title, Job Type, Candidate Name, Job Owner, Location, Experience, Salary Band, and more, to insert in the email description. These are dynamic content tags which pick the values from the Job listing automatically.
- Share Contact: Click on the checkbox placed in front of the contact’s name to share contact with Entire OnHire (EOH). Maintain a synchronised contact repository, ensuring data consistency, associating contacts with one or multiple clients or service locations, and streamlining client sharing by eliminating redundant entries. It works for one selection at a time.
Recommend Reading: How to share a contact, click here: Share Contact with Entire OnHire – Contacts Landing Page.
Recommend Reading: To view how the contact details appear in Entire OnHire, click here: ProfessionalProfile.
- Column Filters: You can use the column filters to refine the data displayed in a particular column based on specific criteria or conditions.
Under the three-dot button placed in front of the contact's name:
- View Summary: Will let you navigate to the contact summary page where you can find details.
- Share Contact: Share contact with Entire OnHire to maintain a synchronised contact repository, ensuring data consistency, associating contacts with one or multiple clients or service locations, and streamlining client sharing by eliminating redundant entries.
Contacts Landing Page - Actions to Perform
Actions to perform while scrolling right:
- Contact Email: Send email to contact from here itself.
- Phone Number or SMS: Make calls if a calling app is integrated and installed in your system or send SMS to contact(s) if the phone number is available.
Contacts Landing Page -Send Email/Call/SMS
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