How to Add Notes on Clients and Candidates

Adding and keeping notes on clients and candidates is a great way to keep must-know to ancillary information about certain users three clicks away.

1) Once in your dashboard click on any client you wish you add a note. Or, open your candidates' tab and click on any candidate you wish you add a note.

2) In their profile you are automatically opened into their administrator tab. 

3) In the 2nd row there are tab options. (List, Notes, Email/SMS, Events, Password, ect)

4) Click on Notes. Then "Add Note"

5) Create your note.