Difference between revisions of "Clients-adding-clients"
From Subscribe-HR Wiki Help
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| − | === | + | ===Client Fields and Contact Details Tab Explained=== |
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| − | <td width="206"> | + | <td width="206">Client Name</td> |
| − | <td width="484">The | + | <td width="484">The Clients Name - This is a Mandatory Field</td> |
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| − | <td width="206"> | + | <td width="206">Client Contracts</td> |
| − | <td width="484"> | + | <td width="484">You can Link Client Contract Details here. Multiple Attachment can be linked and then Accessed</td> |
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| − | <td width="206"> | + | <td width="206">Contact Details Tab</td> |
| − | <td width="484"> | + | <td width="484">This is where the specific contact details go for the Client</td> |
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| − | <td width="206"> | + | <td width="206">Key Contac</td> |
| − | <td width="484"> | + | <td width="484">Key Person you liaise with at the Client</td> |
</tr> | </tr> | ||
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| − | <td width="206"> | + | <td width="206">Phone</td> |
| − | + | <td width="484">Phone Number goes here</td> | |
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<td width="206">E-mail</td> | <td width="206">E-mail</td> | ||
| − | <td width="484"> | + | <td width="484">E-mail address goes here</td> |
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| − | <td width="206"> | + | <td width="206">Address 1</td> |
| − | <td width="484"> | + | <td width="484">First Lines of Address to go here</td> |
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| − | <td width="206"> | + | <td width="206">Address 2</td> |
| − | <td width="484"> | + | <td width="484">Second Line of Address to go here</td> |
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| − | <td width="206"> | + | <td width="206">Suburb</td> |
| − | <td width="484"> | + | <td width="484">Suburb to go here</td> |
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| − | <td width="206"> | + | <td width="206">State</td> |
| − | <td width="484"> | + | <td width="484">Select State from the Drop Down Field</td> |
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| − | <td width="206"> | + | <td width="206">Post Code</td> |
| − | <td width="484"> | + | <td width="484">Enter Post Code here</td> |
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Revision as of 04:35, 25 March 2011
Adding New Clients
Adding new Clients is used by Recruitment Agencies to record information about their customers. Once a Client has been added into the Clients Folder, the user can then link the client to a Vacancy.
Creating Client
- After logging into the Subscribe-HR.
- Select the Recruitment Module.
- Select the Clients Folder
- Select the Create button.
- Fill in the fields.
- Select the Save button.
Mandatory fields are marked in bold, the question will not be saved unless mandatory fields are filled in first.
Client Fields and Contact Details Tab Explained
| Field Name | Description |
| Vacancies | |
| Client Name | The Clients Name - This is a Mandatory Field |
| Client Contracts | You can Link Client Contract Details here. Multiple Attachment can be linked and then Accessed |
| Contact Details Tab | This is where the specific contact details go for the Client |
| Key Contac | Key Person you liaise with at the Client |
| Phone | Phone Number goes here |
| E-mail address goes here | |
| Address 1 | First Lines of Address to go here |
| Address 2 | Second Line of Address to go here |
| Suburb | Suburb to go here |
| State | Select State from the Drop Down Field |
| Post Code | Enter Post Code here |
