Contents | Index | Search

• Introduction
  • Welcome to Deskflow
  • What does Deskflow do?
  • What is covered in this guide
• Install Deskflow Client & IFilters
  • Computer Hardware and Software Requirements
  • Install Deskflow Client from the Web
  • Install Deskflow via Deskflow
  • Install Deskflow Client from an FTP site
  • Install IFILTERS
  • Start the Deskflow Client
  • Configure the Windows Desktop
  • Fix Screen Resolution Problems
  • Installation Trouble-shooting
  • Vista Configuration and Issues
• Uninstall Deskflow Client
• Uninstall IFilters
• Clear Windows Registry Settings
• Deskflow Menus and Navigation
  • Menu Summaries
    • Deskflow Text Menus
    • Shortcut Keys
    • Productivity Tools
    • Deskflow Main Menus - Exec Search Only
    • Deskflow Main Menus
  • Open Menu
  • Edit Menu - User Preferences
    • User Settings
    • Email Options
      • Email General Tab
      • Email Sending Tab
      • Email Archive Exception Tab
      • Email Default Subjects Tab
    • Change My Password
    • Define Location Format From Address Data
    • Useful Hints
  • Scheduling Menu
    • Using the Deskflow Diary
    • Appointment Status Categories
    • Customize Task Filters
    • Import a Task Filter
    • Schedule and Complete an Appointment
    • Schedule and Complete a Meeting
    • Accept or Decline a Meeting Request
    • Schedule and Complete a Phone Call
    • Schedule and Complete a Task
    • Appointments Month-at-a-Glance
    • Copy My Outlook Appointments to Deskflow Diary
    • Copy My Deskflow Tasks to Outlook
    • Show Other User's Diary
    • Print My Diary for Today
    • Print My Diary for Calendar Range
    • Appointment Planning
  • Views Menu
  • Tools Menu
    • Reports
      • Designing Reports
      • Editing Report Templates
      • Assign Workgroup Restrictions to Report
      • Storing Reports and Documents
      • Report Templates List
        • Career Centre Reports
        • Companies Reports
        • Event Management Reports
        • Job Order Reports
        • People Reports
        • Project Reports
        • Time Management Reports
        • Utilities Reports
    • Word Templates for Mail Merges
      • Create a Mail Merge Template
      • Perform a Mail Merge
      • Perform a Mass Mail Merge
      • Perform a Mass Email Merge
      • Master Template Queries
    • People Skills Editor
      • Adding and Editing People Skills
      • Add Skills via Excel File
    • Companies Attributes Editor
    • Duplicate Candidates
    • Duplicate People
    • Duplicate Companies Merge
    • Import People Utilities
      • Import From Excel
        • Format Excel Import File
        • Import Excel File
        • Import Skills
        • Import Company Attributes
        • Import Industries
        • Import Multiple Job Titles
      • Import People from Resumes
        • Resumes from Outlook emails
        • Resumes from Windows Folder
        • Resumes from People List
        • Parse Resumes
      • Import Parsed Resumes
    • Refresh Local Data Stores
    • Remove your Deskflow stored preferences
    • Reset My Preferences for Grid Controls to System Default..
    • Upload Dictionaries for Resume/CV Processing
    • Upload Language Dictionaries
  • Bookmarks Menu
  • Help Menu
• Searching for Information
  • Introduction to People Search
  • Searching for People
  • Power Searching for People
  • Power Searching Resumes/CVs
  • Searching for Companies
  • Searching for Events
  • Searching for Opportunities
  • Searching for Documents
  • Searching for Projects
  • Searching for Contract Job Orders
  • Privacy Groups
• Email using Deskflow
  • Introduction to Email
  • Launching Outlook from Deskflow
  • Setting up Outlook Email
  • Using Outlook with Vista
  • Setting up Lotus Notes Email
  • Saving Email Attachments
  • Process Emailed Resumes/CVs
  • Creating a new Address Book entry
  • Sending Email from Deskflow
  • Sending Email to a List
  • Email Resumes/CVs from a Project List
• Customer Relationship Management with Deskflow
  • Operational CRM
  • Analytical CRM
  • Collaborative CRM
  • Campaign Management
  • Simple CRM
  • Social CRM
• People
  • Add a Person
  • Define Board Directors
  • Add Board Director
  • Find Board Directors
  • Delete a Person
  • Find People
    • Search for People
    • Power Search for People
      • People Power Search Syntax and Rules
      • Hints for Using People Power Search
      • Create a People Power Search
    • People Lists
      • Create a New Folder
      • Delete a Folder
      • Create a People List
      • Open a People List
      • Copy a People List
      • Rename a People List
      • Add or Delete People in a List
      • Sub-Divide a People List
      • Merge Two People Lists
      • Create a Document via Mail Merge
      • Search People in List
      • Make Batch Changes to People in List
      • Create WebLogin and WebPassword
      • Export to Excel
      • Send Email to People from List
      • Send Fax to People
      • Print Report For List of People
  • Batch Delete Skills
  • Browse People
    • People Browse List Actions
    • Multi-Select Browse List Rows
    • Colour Coding People in Lists
  • People View
    • People View Icons
    • Person tab
      • Person Blocks/Off-Limits
      • Set a Person as Private
    • Employment tab
      • Compensation
      • Employment History Details
    • Employment tab - Role-based Skills
      • Manage Skills per Position
    • People Activity History tab
      • View Activity History
      • Activity Type Definitions
      • Add People Activity History
    • Personal Data tab
    • Education tab
      • Add a New Education Record
    • Experience tab
      • Add/Edit People Skills
      • Add/Edit People Account Experience
    • Resumes tab
      • Manage Resumes/CVs
      • Search for Resumes/CVs
    • Associates tab
      • Primary Position Associates
      • Associates By Position
    • Network tab
      • Add a Network
      • Add References
      • Add Referrals
    • People Documents tab
      • Import Person-related File from URL
      • Clone a Document and Link To Person
      • Create Person Document via Template
      • Import Person Document From File
      • Open Person Document
      • Link Existing Document to Person
      • Email People Documents as Attachments
      • Delete Person Document
      • Create New Person Document
    • Credentials tab
    • Extra People Info tab
    • Questionnaires tab
    • People-Related Activities
      • Add New Person
      • Modify Existing People Records
      • Create Candidate Profiles from Archived Resumes
      • Create Candidate Profiles from Emailed Resumes
      • Add Work History to a Person
      • Add Marketing Call Report
      • Delete Work History on a Person
      • Update Telephone Numbers for a Person
      • Add Skill Codes to a Person
      • Import a Document into a Person Record
      • Import a Resume into a Person's Record
      • Add a Powerpoint File to a Person
      • Create a Proposal Document
      • Add Candidate to a Job Order or Project
      • Outlook Calendar Linked to Scheduled Interview
      • Create a People List Report
      • Find a List of Job Orders or Projects for a Company
      • Find Current Contacts at a Company
      • View Marketing Activities on a Company
      • Add New Company and Address
      • Update Company and Address
      • Add Person to Newly Added Company
      • Record Activity History for Person
• My Candidates
• Companies
  • Add a Company
  • Delete a Company
  • Merge Two Companies
  • Find Companies
    • Search for Companies
      • Search for One or More Companies
    • Power Search for Companies
      • Companies Power Search Syntax and Rules
      • Hints for Using Companies Power Search
      • Create a Company Power Search
    • Company Lists
      • Create a Company List Folder
      • Save a Company List
      • Open a Company List
      • Change a Companies Browse List
      • Rename a Company List
      • Add/Delete Companies In a List
      • Sub-Divide a Companies List
      • Merge Two Company Lists
      • Batch Changes to a Companies List
      • Print Report For List of Companies
      • Send Fax to Companies
  • Browse Companies
    • Companies Browse List Actions
  • Company View
    • Company View Icons
    • Company General tab
      • Company Notes
      • Company Blocking/Off Limits
      • Company Industries and Rates
      • Marketing Team
    • Company Addresses tab
      • Link Contacts to Addresses
      • Merge Duplicate Company Addresses
    • Company Contacts At This Address
    • Company Links & Chart tab
      • Links to other Companies
      • Corporate Hierarchy
    • Company Attributes tab
    • Company Contacts tab
      • Company Current Contacts
        • Create Marketing Call Report
        • Create Activity History Record
        • Schedule an Appointment or Task
        • Print Report For Selected Position and Person..
        • Add New Person as Current Contact
        • Email to Selected Contacts
        • Zoom to Company Contact
        • Create Template Based Document
        • Search in Active Column..
      • Company Organization Tree
      • Company Past Contacts
      • Company Account Coverage
    • Company Client Activities tab
      • Company Projects tab
      • Company Job Orders tab
      • Company Opportunities tab
      • Company Marketing tab
    • Company Documents tab
      • Import Company-related File from URL
      • Clone a Document and Link To Company
      • Create Company Document via Mail Merge
      • Import Company Document From File
      • Open Company Document
      • Link Existing Document to Company
      • Email Company Documents as Attachments
      • Delete Company Document
      • Create New Company Document
      • Set Company Document Permissions
    • Company Activity History tab
      • Add Company Activity History
      • Search Company Activity History
    • Company Notes tab
      • Add Company Notes
    • Company Extra Info Tab
    • Company Reports
• Marketing
  • Events Manager
    • Searching for Events
    • Event Groups
    • Event Details
    • Event Sessions and Tasks
      • Sessions
        • Session Details
        • Session Invitees
        • Session Vendors
        • Session Expenses
        • Session Documents
        • Session Activity History
      • Tasks
    • Event Calendar
    • Event Invitees
    • Event Expenses
    • Event Activity History
    • Event Documents
    • Event Reports
    • Event Outcomes..
  • Opportunities Manager
    • Add an Opportunity
    • Find Opportunities
      • Search for Opportunities
      • Lists of Opportunities
        • Open an Opportunity List
        • Creat a Mail Merge Document
    • Browse Opportunities
    • Opportunities View
      • Opportunity General tab
        • Opportunity Team
        • Opportunity Requirements
        • Opportunity Tasks
        • Opportunity Outcome
      • Opportunity Contacts tab
        • Create an Opportunity Contacts List
        • Opportunity Contacts Actions
        • Generate Report on Opportunity List
      • Opportunity Links tab
        • Search for Opportunity Companies
        • Add New Link to Opportunity Company
        • Remove Opportunity Company Link
      • Opportunity Documents tab
        • Create New Opportunity Document
        • Delete Opportunity Document
        • Email Selected Opportunity Documents as Attachments
        • Link Existing Document to Opportunity
        • Open Opportunity Document
        • Import Opportunity Document from File
        • Create Opportunity Document via Template
        • Clone a Selected Document and Link to this Opportunity
      • Opportunity Activity History tab
        • Add Opportunity Activity History
        • Print Report for Opportunity Activity History
  • Candidate Introductions..
  • Marketing Activities Using Lists
    • Create List of Contacts for Marketing Event
    • Add New Person to List
    • Add an Existing Person to the List
    • Setup Timescales for an Event
    • Add a Start and End Time for the Event
    • Plan Your Event
    • Create a Contact Log for List of People
    • Generate Report on Progress
    • Generate Report on Guest List
    • Perform Mail-merge with List of Names
    • Create an Appointment Linking to Outlook
    • Turn an Event Into an Project
  • Business Pipeline
• My Activity History Navigator
• Documents
  • Managing Documents
  • Saving Document Changes
  • Setup Document Access Restrictions
  • Document and Resume/CV Management
  • Document Mail Merging
    • Introduction to Mail Merge Templates
    • Mail Merge Examples
      • Create New Mail Merge Template
• Projects
  • Introduction to Projects
  • Process Summary: Projects
  • Add a New Project
  • Assign a Project Planner Template
  • Delete a Project
  • Setup a Project Planner Template
  • Post Position Description on Website
  • Setup Roles for Project Teams
  • Build Candidate Lists
  • Candidate Staging
  • Informal References
  • Candidate Turn-Off Emails
  • Candidate Progress Reports
  • Clone an Existing Project
  • Deletion of Completed Project
  • Double-Running of Candidates
  • Find Projects
  • Project Blocking/Off-Limits Rules
  • Client Team Blocking
  • Project Lists
  • Project Power Search
  • Record Project Activities
  • Review Project Activities
  • Project Right Margin Actions
  • Save Project Candidates in a List
  • Send SMS message to a Candidate
  • Browse Projects
    • Project Browse List Actions
    • Split a Project Browse View
  • Project Views
    • Project tab
    • Project Needs tab
    • Project Teams tab
    • Set a Project as Private
    • Project Billing tab
    • Project Review tab
    • Project Research tabs
      • File Search Candidates
      • Benchmark Candidates
      • Target Companies
      • Ad Respondents
      • Sources
        • Process Summary: Candidate Sourcing
        • Add Sources to a Project
        • Communicate with Sources
        • Send Email to a Source List
        • Add Recommended Candidates
        • Add an Informal Reference
        • Screen the Recommended Candidates
      • Internal Search Candidates
    • Contact Register tab
      • Overview of Contact Register
      • Contact Register Candidates
      • Promote Candidates to List for Internal Interview
    • Project Internal Interview tab
      • Manage Client Interviews for Project
    • Presented Candidates tab
    • Perform Tasks
    • Project Client Interviews tab
    • Place a Candidate
    • Project Documents tab
      • Import Project-related File from URL
      • Clone a Document and Link to Project
      • Create Project Document via Mail Merge
      • Import Project Document from File
      • Open Project Document
      • Link Existing Document to Project
      • Email Project Documents as Attachments
      • Delete Project Document
      • Create New Project Document
    • Project Activity History tab
      • Search for Activity History
      • Add Activity History
    • Project Extra
• My Projects
  • Learning Objective - My Projects
  • Introduction to My Projects
  • Process Summary: My Projects
  • Using My Projects
  • Setup Project Status Values
• Job Orders..
  • Job Orders
    • Process Summary: Contract Job Order
    • Add New Contract Job Jorder
    • Add New Direct Hire Job Order
    • Clone a Job Order
    • Activity History for a Job Order
    • Tasks for Job Orders
    • Search for Contract Job Orders
    • Search for Direct Hire Job Orders
    • Browse JobOrders
    • Create a Job Order List
    • Details on Job Orders
      • General Tab for Job Order
      • Set Job Order as Private
      • Create a Job Order Posting
      • Considered List in Job Orders
        • Add Candidates to the Considered List
        • View Considered Candidates List
        • Process Candidates in the Considered List
        • Manage the Considered Candidates List
      • Applicants for a Job Order
      • Recruiter Interviews for a Job Order
      • Presented Candidates List for a Job Order
      • Client Interviews for Job Orders
      • Candidate Staging for a Job Order
      • Billing for Contract Job Order
        • Timesheets for Contract Job Orders
        • Create Contract Job Order Invoice
      • Billing for Direct Hire Job Order
        • Create Direct Hire Job Order Invoice
        • Print Direct Hire Job Order Invoice
      • Documents for a Job Order
      • Activity History for a Job Order
      • Tasks for a Job Order
      • Reports for a Job Order
  • Temporary Assignments
    • Setup WorkGroups and Permissions
    • Register New Drivers
    • Register New Temp Assignments
    • Search for Open Temporary Assignments
    • Browse Temporary Assignments
    • Fill Open Assignment
    • Release Assignments to SubAgents
• My Orders..
  • My Contract Job Orders
  • My Direct Hire Job Orders
• Timesheets
• Data Management
  • DeDupe, Merge and Delete
  • Produce Performance Indicator Reports
  • Colour Code People and Off Limits
  • DeDupe Branches of Companies
  • Delete Contact Notes
  • Close Companies
  • Add New Content for Drop Downs
  • Create and Maintain User Permissions
  • Delete Attachments
  • Transfer Job Order to another Company
  • Create a Job Order from an Opportunity
  • Create Mandatory Fields
  • Missing Data Reports
• Glossary
• Appendix 1 - Power Searches
  • Basic Power Search Queries
  • Companies Power Search Queries
  • Projects Power Search Queries
  • People Power Search Queries
• Appendix 2 - Resume/CV Parsing
  • Introduction to Resume/CV Parsing
  • Process Summary: Resume/CV Importing
  • Resume/CV Content Extraction
  • Bulk Copy Email Attachments To Disk
  • Introduction to Resume/CV Parsing via Sovren
  • Rules for Detecting Duplicate Imports
  • UAT Script for Resume Importer
  • Resume/CV Content Extraction via Sovren
• Appendix 3 - Skills and Attributes Dictionaries
  • People Skills Dictionary
• Appendix 4 - Trouble-shooting
  • Resume/CV Importer Problems
  • Outlook Email Problems
• Appendix 5 - Multi-Currency Functionality
• Appendix 6 - Date Control Conventions
• Appendix 7 - Standard Report Templates
  • Career Centre Report Templates
  • Companies Report Templates
  • Job Order Report Templates
  • Event Report Templates
  • Opportunities Report Templates
  • People Report Templates
  • Projects Report Templates
  • Time and Task Report Templates
  • Utilities Report Templates
  • Designing Reports for MS Word