In the tables below, you will find a description of the different properties found in PRIM folders.
If at least one property is checked, a star will be added to the right of each elements. To add or remove one or more properties, click the item to edit in the column where there is a star.
Each folder has its properties, here are their descriptions and uses.
Each of the contact informations may have one or several properties. The properties allow PRIM to know in what context to use them.
Mailing Address:
PROPERTY
|
AVAILABLE IN THE FOLDER
|
DESCRIPTION AND USE
|
Address of correspondence
|
Candidate
Employee
Division
|
The address will be used to send the postal mail.
Only one address can have this property.
|
Delivery address
|
Client
|
It is at this place that are held the services.
Only one address can have this property.
|
Billing address
|
Client
|
The address will be used to send the invoice and will be listed on the invoice in the section "Invoiced to".
Only one address can have this property.
|
Contact information for the billing
|
Division
|
The address will be used to send the invoice.
Only one address can have this property.
|
Contact information for the terms
|
Division
|
Address used for the terms.
Only one address can have this property.
|
Contact information for the job offers
|
Division
|
Address used for the job offers.
Only one address can have this property.
|
Contact information for the replacements
|
Division
|
Address used for a replacement.
Only one address can have this property.
|
Phone numbers:
PROPERTY
|
AVAILABLE IN THE FOLDER
|
DESCRIPTION AND USE
|
Display in the properties
|
Client
Candidate
Employee
Division
Branch
|
When we are in another window and that this box is checked, this phone number will be displayed next to the contact.
Several phone numbers can have this property.
|
Contact information for the billing
|
Division
|
General telephone number for the billing.
A single phone number by contact can have this property selected.
|
Contact information for the terms
|
Division
|
General telephone number for a term.
A single phone number by contact can have this property selected.
|
Contact information for the job offer
|
Division
|
General telephone number for a job offer.
A single phone number by contact can have this property selected.
|
Contact information for the replacement
|
Division
|
General telephone number for a replacement.
A single phone number by contact can have this property selected.
|
Number used for batch SMS sending
|
Client
Candidate
Employee
Division
|
To send an SMS to a contact via PRIM, this property must be checked.
|
Use in priority
|
Client
Candidate
Employee
Division
Branch
|
If this box is checked, when PRIM must display a single phone number, this number will be selected.
A single phone number by contact can have this property selected.
|
Email addresses:
PROPERTY
|
AVAILABLE IN THE FOLDER
|
DESCRIPTION AND USE
|
Email address used for the mailing
|
Client
Candidate
Employee
Division
|
For the contact to receive emails considered as mailing, this property must be checked.
|
Email address used for sending via PRIM
|
Client
Candidate
Employee
Division
|
To send an email to a contact via PRIM, this property must be checked.
|
Display in the properties
|
Client
Candidate
Employee
Division
Branch
|
When we are in another window and that this box is checked, this email will be displayed next to the contact.
Several email addresses can have this property.
|
Contact information for the billing
|
Division
|
General email address for the billing.
Only one email address can have this property
|
Contact information for the term
|
Division
|
General email address for a term.
Only one email address can have this property
|
Contact information for the job offer
|
Division
|
General email address for a job offer.
Only one email address can have this property
|
Contact information for the replacement
|
Division
|
General email address for a replacement.
Only one email address can have this property
|
Authentication email on the Web platform
|
Client
Candidate
|
To identify the candidate on the Web platform.
Only one email address can have this property
|
Use in priority
|
Client
Candidate
Employee
Division
Branch
|
If this box is checked, when PRIM must display a single email, this email will be selected.
Only one email address can have this property
|
|
The sub-tab "Relation" allows you to link current contact and other contacts. For example, in a candidate file, we could include the contact information of a family member. In a client file, this could be an employee to contact.
Each relation can have one or several properties. The properties of the relations allow to PRIM to know in what context to use them.
PROPERTY
|
AVAILABLE IN THE FOLDER
|
DESCRIPTION AND USES
|
Contact for the payable accounts
|
Client
|
Allows you to identify the contacts responsible for the accounts payable
Several contacts can have this property
|
Replacement confirmation contact
|
Client
|
Allows you to identify the contacts for confirming replacements
Several contacts can have this property
|
Invoice copy contact
|
Client
|
A copy of the invoice will be sent to all contacts whose property " Invoice copy contact " is checked. The contact's name will not be displayed on the invoice.
Several contacts can have this property.
|
Billing contact
|
Client
|
The invoice will be sent to the contact whose property " Invoice copy contact " is checked. The contact's name will be displayed on the invoice in the section "Invoiced to: "
Only one contact can have this property.
|
Contact for the mass mailing
|
Client
Candidate
Employee
Division
|
Allows you to identify the contacts to send an email when massive mailings.
Several contacts can have this property.
|
Prospecting contact
|
Client
|
Allows you to identify the contact to send an email to when prospecting a client.
Only one contact can have this property.
|
Insert as a contact of communication in each term
|
Client
|
At the creation of a term, the contacts having this property will be automatically added as a contact of communication for the term.
Several contacts can have this property.
|
Insert as a contact of communication in each job offer
|
Client
|
At the creation of a job offer, the contacts having this property will be automatically added as a contact of communication for the job offer.
Several contacts can have this property.
|
Insert as applicant client in each term
|
Client
|
At the creation of a term, the contact having this property will be automatically registered as applicant client of the term.
Only one contact can have this property.
|
Insert as applicant client in each job offer
|
Client
|
The creation of a job offer, the contact having this property will be automatically registered as applicant client for the job offer.
Only one contact can have this property.
|
Contact for the job offer
|
Division
|
Allows you to identify the agency employee which is responsible for the placement for the job offer.
Several employees may have this property selected.
|
Contact for temporary job
(Replacement and term)
|
Division
|
Allows you to identify the employee of the agency which is responsible for the placement to the replacements and terms.
Several employees may have this property selected.
|
Partner
Each partner may have one or several properties. The partners properties allow PRIM to know in what contexts to include the relations or how to behave in certain situations.
PROPERTY
|
AVAILABLE IN THE FOLDER
|
DESCRIPTION AND USE
|
Display in the requests notification
|
Client
|
If you want the partner notification to appear in the client request, this property must be checked.
Several partners may have this property selected.
|
Payer partner
|
Client
|
To have the possibility to bill requests on behalf of the partner, this property must be checked.
All partners with this property checked can be defined as paying partner and as default paying partner.
|
|
In the table below, you will find the description of different properties applicable to the tab "Documents management".
To add or remove one or more properties, click on the file, and then check or uncheck the property.
Each folder has its properties, here are their descriptions and uses.
A division may have several logos and use them in two places. A logo can be displayed in the tab "Contact" and another in the header of an invoice.
PROPERTY
|
AVAILABLE IN THE FOLDER
|
DESCRIPTION AND USE
|
Display in the Web file
|
Candidate
|
This property is available only for the item CV. It allows the display of the curriculum vitae in the candidate Web file.
|
Indexed for keyword search
|
Candidate
Client
Employee
Replacement
Grouped replacement
Term
Job offer
|
If this property is checked, the selected document will be available for keyword search.
|
Resume in English
|
Candidate
|
This property is available only for the item CV.
The agency must hold a copy of the curriculum vitae in English given by the candidate for this property to be checked.
|
Resume in French
|
Candidate
|
This property is available only for the item CV.
The agency must hold a copy of the curriculum vitae in French given by the candidate for this property to be cheked.
|
Contact picture
|
Candidate - Element "Picture"
Customer - Element "Logo"
Employee - Element "Picture"
Division - Element "Division logo"
|
If this property is checked, the selected image will be displayed under the "Contact” tab.
Only one image or logo can have this property.
|
Picture for job board
and social network
|
Client
Division
Job offer
Term
|
If this property is checked, the selected image will appear in the term and job offer Web forms.
Only one image or logo can have this property.
|
Logo for invoice
|
Division
|
If this property is checked, the selected image will appear in the header of an invoice.
Only one image or logo can have this property.
|
|
Contact informations properties