Clients

1. Track complete client profile on new, old or prospective clients.
2. Ability to add an unlimited number of additional contacts for a given client
3. Contact log. Track future and past conversations or meetings with your clients.
4. Next contact; auto adds your next scheduled contact to your calendar.
5. Notes; track an unlimited number of notes for a given client.
6. View your current job orders for a particular client.
7. Email straight from the client module.

Job Orders (General View)

1. View all open job orders by

• Specialty
• Recruiter
• Job Title
• Location
• Client
• Filters by open, closed, filled, suspended or cancelled job orders.

1. Shows how many CV's have been sent to a client for a particular job order.
2. Shows how many prospective candidates are linked to a particular job order.

Job Orders (Detailed View).

1. Complete details on the specific job order.
2. Add job specific contacts; names, titles, phone numbers.
3. Job specific notes
4. Linked prospective candidates.
5. Auto duplicate for entering "like" job orders.
6. Auto-matching. Searches database based on your criteria for possible candidate matches.
7. Print detail report on all aspects of the job order..

Calendar

1. Track interviews, appointments, call back etc. Each calendar is user specific

Bookmarks

This function allows you to "bookmark" clients, jobs or candidates that you need to access quickly.

Export

Exporting of defined fields or an address mailing list.

Reminders

Alerts you to pending appointments or call backs.

Email

Allows you to create user specific email templates for use in email marketing

Administration

This section allows you to manage all aspects of the database that enable data integrity and make your results more predictable.

Candidates (Profiles)

1. Profile tracks:

• Contact info
• Education
• Skills
• Specialty and practice details
• Personal data
• CVs
• Interview
• Links to job orders
• Contact log
• Auto job matching

Candidates (Search)

Several functions exist for searching

1. Quick find

• Name
• Email address
• Phone number
• Internal ID number

1. Search

• Name
• Specialty
• Degree
• City of residence or preference
• State of residence or geo preference
• License state

1. Advanced searches

The advanced search offers the ability to build complex queries on a multitude of fields. These queries can be saved and added to your QUERY LIBRARY for future use. The results of your saved query can be used for emailing and the system will track which candidates have received emails. As new candidates are added to the database that meet your predefined criteria, they are automatically added to the list.

Reports

Reports are customized to meet each firms needs. Built in reports include:

1. Job order by date range
2. Job orders by recruiter
3. Interviews in progress
4. Candidates by recruiter
5. Source report
6. Specialty report.