How to Add Notes on Clients and Candidates

Adding and maintaining notes on clients and candidates ensures that essential and supporting information is always just a few clicks away.

Step 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.

Step 2:

In their profile you are automatically opened into the "Admin" tab. 

Step 3:

Click on Notes tab. Then "Add Note"

Step 4:

Enter the notes in text editor and Save, like shown in GIF image.