To View the Contact Register List:
1.Click the Contact Register tab.
To Add Candidates to the Contact Register List:
1.Click the Contact Register tab.
2.Click the Binocular icon, 
to search for Candidates.
OR
1.Click the red Attach New Candidate icon, 
.
2.Search for the Candidate in the database.
3.Select the required Candidate.
To Sort a Candidate list:
1.Click once on a column heading.
2.Click again to reverse sort the column.
To Find a Candidate in a List:
1.Click the column header called Candidate Name to sort the column in ascending sequence.
2.Press CTRL+F.
3.Enter the first few letters of the last name to start a search.
To Zoom to a Candidate's Profile:
1.Select a Candidate.
2.Click Zoom to Candidate icon, 
.
3.Close Zoom window to return to Candidate list.
To Set the Message Left flag:
4.Select a Candidate.
5.Click the Update Call Status icon, 
.
6.Click the Message Left checkbox.
7.Click OK.
To Set the Call Status flag:
1.Click the Update Call Status icon .
2.Set Status to either Yes, Possible or No.
3.Click OK.
To Create a Search Contact Record (SCR) for a Candidate:
1.Select a Candidate in the list.
2.Click S to create and view a Search Contact Record (one SCR per Candidate per Project).
3.Edit and save the SCR.
4.An Activity History record is created for the SCR (of type Search Contact Record).
To Create an Activity History Record for a Candidate:
1.Select a Candidate in the list.
2.Click H to create an Activity History record (many per Candidate per Project).
3.Edit and save the Activity History record.
To Multi-select Candidates in a List:
1.Hold down the Ctrl key then click the required rows.
To Send a BCC email to Selected Candidates(s):
1.Multi-select Candidates in the list.
2.Click the E-Mail to Selected Candidates icon 
.
3.Set Recipient Type as BCC.
4.Click OK.
To Send Customized Emails to Selected Candidates:
1.Multi-select Candidates in the list.
2.Click E-Mail to Selected Candidates icon .
3.Click the Send Email using Mail merge from Template icon.
4.Edit the subject line.
5.Click OK.
To Email Resumes/CVs of Selected Candidates to a Hiring Manager:
1.Multi-select Candidates in the list.
2.Click E-Mail to Selected Candidates icon .
3.Click Send selected Candidates’ resumes option .
4.Click OK.
5.Select a Word template.
6.Double click to send multiple emails.
To Link a Candidate’s name into a List:
4.Click the red Attach New Candidate icon, .
5.Search for the Candidate in the database.
6.Select the required Candidate.
To Remove Candidate Name(s) from a List:
1.Multi-select Candidates in the list.
2.Click Remove from Potential Candidates icon, 
.
3.The names are removed from the list.
To Add More Candidates to a List:
1.Click the black Search for Candidates icon, .
2.Search for the required Candidates.
3.Or re-use Candidates from existing lists or other Projects.
To Show Activity History for a Candidate:
1.Select the Candidate.
2.Click the Show All Activity History icon, 
.
To Preview and Print a Report for the Candidate List:
1.With Administrator rights, right-click Print Report for Candidates then assign a report template to the icon.
2.Click the Print Report for Candidates icon, 
.
3.Preview the pre-assigned report and print if necessary.
To Perform a Single Document Mail merge for Selected Candidate(s):
1.Multi-select Candidates in the list.
2.Click Create Letters for Candidates icon, 
.
3.Click OK in the Select Option dialog box (leave default settings).
4.Double-click the required Word template.
5.Enter Document name.
6.Click OK.
7.Merged document is archived in Project > Documents tab.
To Perform an Individual Document Mail merge for Selected Candidate(s):
1.Multi-select Candidates in the list.
2.Click Create Letters for Candidates icon, .
3.Uncheck Create Single Document.
4.Click OK in the Select Option dialog box.
5.Double-click the required Word template.
6.Enter Document name.
7.Click OK.
8.Merged documents are archived in Project > Documents tab.
To Assign Candidates to the List for Interview:
1.Multi-select Candidates that are to be assigned to the List for Interview.
2.Click the Move Candidate to Next Stages icon, 
.
3.Select Move to List for Interview.
4.The selected Candidates names will be displayed in the List for Interview.
To Assign Candidates to the Presented List:
1.ALT+Click Candidates that are to be assigned to the Presented List.
2.Click the Move Candidate to Next Stages icon .
3.Select Move to Presented.
4.The selected Candidates names will be displayed in the Presented List.
To Assign Candidates to the Project Sources List:
1.ALT+Click Candidates that are to be assigned to the Project Sources List.
2.Click the Move Candidate to Next Stages icon .
3.Select Move to Project Sources List.
4.The selected Candidates names will be displayed in the Project Sources List.
To Unblock a Person:
1.Double-click on the Candidate’s name. The Candidate's record will appear.
2.Click the Blocked tab.
3.From the Blocked tab, click the Lock icon 
.
4.From the Activity History Type drop-down list, select Candidate Unblocked.
5.Enter the reason for the unblocking.
6.Click OK.