Adapt Tips
A repository of useful 'How to' tips on a variety of subjects in Adapt.
51 articles
- Candidate Longlist/Progress Notes editable and displayed in Entity preview window
- Using Perm Assignment 'End Dates' in Searches & Studio Widgets
- Change Address on a Client record
- Originating Candidate & Job record stored on Saved Results
- Special Conditions & Clauses for Contracts on Client record & Contract Assignment record
- Actively Looking flag on a Candidate Record
- Contact at Work email defaults
- Using the Margin Calculator
- Payrun Errors
- Adapt Activities / Workflows
- Assignment Records in Adapt
- Using QuickFind
- Send Docs By
- Adapt Icons
- Changing the Ownership of Records
- Postcode Validation
- Tracking Competitor Submittals
- How to assign a task to a colleague
- Changing the Requirements of a Job
- Arranging a Client Visit
- Create Client vs. Quick Client
- Sending Terms of Business
- How to use Re-Shortlist
- Delete or Complete a Task?
- How to create an Adapt CV
- Booking a team meeting in the Adapt Calendar
- Contacting your Candidate from a Studio
- Adding a Contact to a Mailshot Code Group in Adapt
- Batch Acknowledge CVs by email for this week
- Cut, Copy and Paste docs in the Document Library
- Adding Companies to Approach
- How to add a Client rate for Temp Regular Job Categories
- Acknowledging return of Terms of Business
- Unbooking a Contract Assignment
- How to share a custom Studio with a colleague
- Adding a document to the Document Library
- Adding a CV to a Candidate
- Creating an Internal Interview for a Candidate
- How to leave a message for a colleague
- Using Ranking and Weighting in document search results
- Searching for Working Temps this week
- Creating a Temp Regular or Contract Timesheet from a Studio
- Reformatting QuickFind Results
- Creating Favourite Records
- Navigating records from Search results
- Navigating records from QuickFind results
- Active Searches
- Using Quick Book
- How to Run the Payrun
- Importing an Email
- Logging a Call back with Reminder