Clients-adding-clients

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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

  1. After logging into the Subscribe-HR.
  2. Select the Recruitment Module.
  3. Select the Clients Folder
  4. Select the Create button.
  5. Fill in the fields.
  6. Select the Save button.

Mandatory fields are marked in bold, the question will not be saved unless mandatory fields are filled in first.

Clients.jpg


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 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



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