The Compose Note feature of your eBoss database enables you to quickly save important notes and information relating to your Candidate, and link the note also to Clients and Jobs.

From your individual Candidate record:-

  • Select the Notes & Communications Tab
  • Select Compose Note
  • Enter the Note in the Message text area
  • Select the Note Type from the drop down menu
  • If you want to associate this note with a Client, start typing a Client name in the Client field for a quick-list of Clients, and click the Client you require with your mouse.
  • If you want to associate this note with a Job, start typing a Job name in the Job field for a quick-list of Jobs, selecting the required Job with your mouse
  • You can also set a Linked Status for the Job from the dropdown menu below.

To set a reminder note:-

  • Select the Notes and Communications Tab
  • Select Compose Note
  • Scroll down the page and click ‘add new +’ next to the text Reminder.
  • Add your reminder message subject and text.
  • Choose a delivery type, date and time and Consultant to be reminded.
  • Click save.
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