Candidate window

The option General communication is always available and allows you to log a call with a candidate. If the candidate has some relations in his file, the names of the relations will be displayed as well. The candidate is always the first on top.

When the Shift proposal pane is displayed, additional options/contexts are available for shift offers matching the candidate profile. For the option TO CLIENT: Temporary candidate proposition, the selected shift determines which client will be contacted

Client window

It is also possible to create a call log from a Client window. The options in this window are more limited

Planner 

You can also create a call log from the planner in all windows where you can display the planner. (Shift, Shift management, Grouped shifts). The candidate or the client will be the ones of the selected line.

Job offer and Job offer management (ATS)

As for shift and planner, you can log a call from a job offer or job offer management windows, and additional contexts and options are available with ATS (client only without ATS, candidates are added if ATS is open). For job offer management and ATS, the client and candidate contacted depend on the selected line.

Invoicing management 

Finally, you can log a call related to invoicing from the invoicing management window. The contacts available are the client phone number, and invoicing contact.

Regardless of the window from which you launch a call, or the communication context selected, the procedure for logging a call summary remains the same, with a few variations in the options available for the call result.

In the example below, we will show a call log for general communication with a candidate.

1.From Home ribbon in a candidate file, click on (Call) to to view the list of options.

2.Choose the relevant option among the proposed contexts and click on Call when you initiated the call, or on Receiving a call if your answered the call. When a call is in progress, the icon will become green : .

3.Click on . Choose the option Call in progress to display the window Summary of the pone call.

4.You can add notes about the call. Once done click on (Save).

5.You can select the result of the call. Just click on in the Result column.

ⅰThe available options for the call result depend on the context and additional options are available when the call is about a shift or an application. For example, when calling a candidate to propose a shift, the options "Accepted" or "Refused" will be available, and will change the status of the application, and possibly the status of the shift if it has been accepted by the candidate.

6.Click on Hang up to end the call.