Add an Informal Reference

A Informal Reference is an opinion from a Source about a Candidate. It is not a personal or formal reference but contextual market knowledge about the Candidate.

To Add an Informal Reference on a Candidate:

1.Open a Project Source tab.

2.Add a Source name to the Sources list.

3.Select the Source name.

4.Right-click and select the Informal Reference option.

5.Find and select a Candidate's name.

6.Enter Informal Reference Notes.

7.Click Save.

8.An Activity History record with type = Informal Reference is added, with links to the Project and the Candidate and the Source.

To View Informal Reference Notes on a Candidate:

1.Open the Candidate's profile.

2.Click the Activity History tab.

3.Filter on Activity Type = Informal Reference.

4.Review Informal Reference notes.