To store and manage documents
Add Attachment
To add an attachment to a Contact Profile open the appropriate Contact Profile and clicking the "Add Attachment" link. The Add Attachment screen will now be displayed. The first field asks you for an "Attachment Description". This is where you should enter what you would like to call the attachment. For Instance, if a contact sent you a contract, you may call it "Contract One". The next field is the "Choose File" field. Click on the "Browse" key just to the right of the field, and find the file that you would like to attach. Select the file for attachment, and once you have done so, click the blue "Submit" button. The file will be attached to the Contact
Profile.
Delete Attachment
To delete an attachment from an applicant record, simply click the red "X" that is displayed to the right of the attachment. A pop up box asking if you want to delete the attachment will be displayed. Click "yes", and the attachment will be deleted.
To Track Activities
Add Activity
If an email is sent from within BrightMove (mass or single email), it is automatically recorded in the Activities section of the contact profile.
To manually enter an activity into a contact's record, click the "add activity" link on the top right side of the activity section. The "Create new activity" screen will be displayed.
Choose an activity type from the drop down box provided. The date and time automatically default to the present date and time, but both may be changed (e.g. many recruiters enter all of the calls they made during the day at the very end of the day). To set a reminder for yourself about this activity or to follow up on it, check the "set reminder" box and enter the date you would like your reminder to appear. Then, enter the text describing your activity in the text box. Once you are satisfied with the entry, click the "submit" key.
The activity will be saved in the Activity section of the Contact Record. Activities are displayed with the most recent activity first.
To Set Reminders
A reminder is set up almost the same way a regular activity is set up in the Contact Profile. Select the "Add Activity" link in the Activities section of the profile page. Select the type of activity you will be reminded to do from the drop down menu. Next, put a checkmark in the "Set reminder" box. Set the date that you will be reminded of the activity in the "reminder Date" field. Fill in any comments.
To have the reminder emailed to you so that it will show on your Outlook calendar, put a checkmark in the "Email this Activity to me" box below the comments section. When all of the information has been entered, click the "submit" button. The reminder will appear in the pop up reminder box viewed on the dashboard on the appropriate date.