Actions Group

All contact related actions are displayed in this group:

Call: Make a telephone call. Please click here for further details.

CV Send: Send the CV of the candidate to a client.

E-Mail/Direct Mail: Mail merge letters for printing or e-mail distribution.

Meeting: Book a meeting with the contact and confirm by letter/e-mail.

Note: Make a text note against the contact.

P45 Request: Make a P45 request to the accounts department on behalf of the candidate.

Reference Request: Request a reference from one of the linked referee contacts.

Screening Interview: Book an initial interview with the candidate for screening purposes and confirm by e-mail.

Send an SMS Text Message: Send a short messaging service text message to the contact.

To Do: Make a note of something to do against the contact.