JobFlo users can now view Notes and History subject lines in the Smart Inbox. This allows users to see all activity for applicants at a glance while still in the Smart Inbox. You can quickly add a note for an applicant and return to the Smart Inbox with a single click.
What's changed:
- Notes and History used to be under separate tabs. These have now been combined under a "Notes & History" tab.
- Previously you had to be in the Applicant Details Page to see the list of Notes and History. Now the list can be viewed from the Smart Inbox.
- There used to be a separate category in the Smart Inbox and Applicant Details Page called "Summary". Existing "Summaries" have been transformed into "Notes".
1. To see Notes and/or History.
- Hover over the Notes area in the Smart Inbox and a list of all Notes and History will display in chronological order - newest on top.
2. To add a Note.
- Click in the Notes area and you will be taken to the "Notes & History" tab in the Applicant Details Page. There you can add a new note or edit/delete an existing note. You can also download/view attachments to notes and view details on History items like Smart Emails. All the other features of the Applicant Details Page are available.
Scroll down to see the steps above illustrated with screen shots...
1. To see Notes and/or History.
- Hover over the Notes area in the Smart Inbox and a list of all
Notes and History will display in chronological order - newest on top.
2. To add a Note.
- Click in the Notes area and you will be taken to the "Notes & History" tab in the Applicant Details Page. There you can add a new note or edit/delete an existing note. You can also download/view attachments to notes and view details on History items like Smart Emails. All the other features of the Applicant Details Page are available.
