Add Referrals |
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Referrals are Contacts or Candidates that this Person has provided for a specific or future position.
The Referrals tab is used to capture any referrals that the person may provide.
To Add a Referral: 1.Open the People > References tab. 2.Click the Add Referral icon,
If the Referral exists in Deskflow: 1.Click the Add Referral icon, 2.Search for the Referral’s name. 3.Select the Referral name. 4.Click OK.
If the Referral does not exist in Deskflow: 1.Click the Add Referral icon, 2.Click the Add New button. 3.Enter the mandatory fields of LastName, FirstName and Title as a minimum. 4.Optionally enter more information about the Person. 5.Click Save.
To Remove a Referral name from the list 1.Select the Referral name 2.Click Delete Referral.
To zoom to details about a Referral •Select the Referral name •click Zoom to Person.
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