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Candidate Longlist/Progress Notes editable and displayed in Entity preview window
Candidate Longlist/Progress Notes editable and displayed in Entity preview window

Notes column clickable to 'Progress' record; Using 'Progress Notes' activity; 'Entity Preview' window displays Notes.

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Written by Jackie Read
Updated over a week ago

Edit Longlist/Progress Notes

Candidate Longlist/Progress notes are editable from a Candidate Progress record using the activity Progress Notes.

Click on the Progress ID, Status or the (populated) Notes field of any Candidate activity record on a Job to open the Progress record. Here, users can edit and add notes by using the Progress Notes activity:

Notes displayed in Entity Preview Window

In this example, we have shortlisted Candidate Karen Mason to the Office Administrator cover Job. When hovering over the Progress ID, Status or the (populated) Notes field, the Entity Preview window is displayed and shows any notes added :

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