How Do I Add Notes to Candidate or Contact Records?

1 min. readlast update: 10.17.2023

To add notes to a candidate record, go to Candidates>Candidate File from the main dashboard.

undefined

Click the desired candidate's name then navigate to the Notes tab.

Input a note title, date it was entered, type (from the drop-down), text, privacy setting and click Add Notes.

When you scroll to the bottom of the student details page you'll see the note you added.

undefined

 To add notes to a company contact/employer file go to Companies>Contact File from the main dashboard.

undefined

Click on the desired contact name and  select Add notes under the action bar on the right side of your screen.

undefined

Select the note date, input your text, select note type from the drop-down and visibility, then Add Note.

undefined

Your note will be visible when you scroll to the bottom of the Recruiter Details page.

undefined

Was this article helpful?