To Set the Message Left flag (M):
1.Select a Candidate.
2.Click the Update Call Status icon, 
.
3.Click the Message Left checkbox.
4.Click OK.
To Set the Candidate Status flag (S):
1.Select a Candidate.
2.Click the Update Call Status icon .
3.Set Status to either Yes, Possible or No.
4.Click OK.
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 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 Job Order).
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 mail merge template.
6.Double click to send multiple emails.
To Link a Candidate’s name into a List:
1.Click the red Attach New Candidate icon, 
.
2.Search for the Candidate in the database.
3.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 deleted 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 Copy Selected Candidate(s) to the List for Interview:
1.Multi-select Candidates in the list.
2.Click Move Candidates to Next Stages icon, 
.
3.Click Move to List for Interview .
To Show Activity History for a Candidate:
1.Select the Candidate.
2.Click the Show All Activity History icon, 
.
To Remove Candidate(s) from a List:
1.Multi-select Candidates in the list.
2.Click the blue Remove Candidates icon, .
3.This will not delete the profile of the Candidate.
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 orange 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 Job Orders > Documents tab.