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Contacts Form

Keep track of the people with whom you interact at your customer companies.

General information
Contact information must include the first and last names, the company where the contact works, and a user-defined status code. Naturally there is room for full address information, including email address. (The integrated email feature will grab this address whenever you send email to this contact.) You can optionally associate the contact with the person to whom he reports.

Phone numbers
nter as many phone numbers as you need, and label them however you want. You decide which phone numbers are the most important in the list-the first two will always be in view in the top portion of the form.

Special instructions
Contact-specific instructions will be carried forward to every job order opened for this contact. If special instructions are also created for the company associated with this contact, both sets of instructions are carried forward.

Profile codes
The profile codes displayed for a contact represent the skill requirements from all of the job orders opened by this contact. Of course, additional codes may be added manually. By collecting the job order profiles at the contact level, you can use the SkillTrack Search module to locate contacts who hire for specific skill sets.

"Jump to" links for Job Orders
See all of the job orders ever opened by this contact. Use the "jump to" links to go to the corresponding record of the job orders form to see the full information.

Milestone events such as résumé submittal to a client, interview with a client, and the all-important placement with a client should be tracked via the SkillTrack Activities page. When viewed from the Contacts form, you get a perspective on your activities with the contact for all of his job orders.

Follow-up history
Ongoing correspondence and rounds of telephone tag can be tracked on the Follow-up History page. As with Activities, the Follow-up History information is accessible from all of the Big Four forms.

The Appointments page lets you set up appointments and other ticklers. All appointments are accessible from the Big Four forms; your own appointments can also be accessed via the My Appointments form. Ask SkillTrack to remind you of the appointment, and a notification will be presented at the time you ask.

SkillTrack offers the ability to add comments throughout the system, just where you need them most. This is a very powerful feature, allowing you to store remarks with the appropriate entity (candidate, company, contact, job order, special instructions, activity, appointment, follow-up history, and more). This compartmentalization makes retrieving pertinent remarks extremely efficient.

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