Basics
About Mandatory fields Some forms require data entered before they will save. Perform Zone requires the name and primary email address as a minimum for a person, and Trading name for an employer. This is to ensure clean data for…
How do I look at a person’s social media pages? Within a Candidates and a Contacts profile there is a LinkedIn button that opens up their linked in account. If you’re connected to them and logged in to LinkedIn, their…
How do I upload a photo against a profile? You can store a photo against a candidate, contact and User by clicking on the image icon in their profile and loading up a photo. They appear on in their profile…
About Stakeholders A stakeholder is the user who has ‘ownership’ of an employer, candidate, contact or job. It is automatically set to the user who created the profile. There can be more than one stakeholder per employer, contact or candidate….
How do I restore a deleted comment? Locate and highlight your comment from the Notes tab. Select “Deleted Comments” from the Show: drop down. Double left mouse clicking on the comment and press “Restore”. This puts the comment back into…
How do I see deleted comments? Locate and highlight your comment from the Notes tab. Select “Deleted Comments” from the Show: drop down.
How do I delete a comment? If you have a Task associated to the comment, it will also be deleted. Locate and highlight your comment from the Notes tab. Double left mouse click on the comment. Select “Delete” from within…
How do I edit a comment? You can’t edit emails or sms comments, but you can edit all others. If you have a task associated to the comment, it will also be updated with your edits. Locate and highlight your…
How do I add a comment? Comments can be added Jobs, Employers, employer contacts and candidates. In your lists Job, Employers, contacts or candidate: Either: Double Left mouse click on the row that you are wanting to add a comment…
How does the spell checker work? Incorrectly spelt words will have a red line below them. Click on the word and a selection of words will appear from your PC’s dictionary. The red line does not appear in the email…