- The Companies Dashboard gives you the ability to run a search within your Company records, but also gives you some snippets of additional information in regards to this record type
- To navigate to the Companies Dashboard, click on Companies in the Main Navigation Bar
- At the top of the Dashboard you can run a search, run saved searches, or review recent searches
- The left side of the page will display a record summary
- Clicking on any one of the numbers will run a search for that corresponding stat
- The middle of the page shows the 20 most recent records added by you or the others within your firm
Dashboards
Jobs Dashboard
- The Jobs Dashboard gives you the ability to run a search within your Job records, but also gives you information in regards to your current openings
- To navigate to the Jobs Dashboard, click on Jobs in the Main Navigation Bar
- At the top of the Dashboard you can run a new search, run saved searches, or review recent searches
- The middle of the page shows a list of Open Jobs based on your selected user
- Clicking in the Candidates column of a Job Order in either view will display a quick snapshot of the candidates associated with that Job Order’s Pipeline
People Dashboard
- The People Dashboard gives you the ability to run a search within your People records, but also gives you some snippets of additional information in regards to this record type
- To navigate to the People Dashboard, click on People in the Main Navigation Bar
- At the top of the Dashboard you can run a new search, run saved searches, or review recent searches
- The left side of the page will display a record summary
- Clicking on any one of the numbers will run a search for that corresponding stat