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Customizing the Candidate Module

1. From the Menu Bar click on View.
2. Arrow down to Preferences and click on it.
3. On the Preferences menu bar click on customize and arrow down to and click on Candidate Module.
4. To change the name type over the existing one in the text box.
5. Click on the field to edit.
6. To save your changes click on File and then Save at the top of the dialogue box.
7. To exit click on File and then Exit at the top of the dialogue box.

The following are the fields which can be customized in the Candidate Module, as well as where these fields are found within the candidate record.

Heading:

Fields
Type
Internal Info
Rating Code
Mailing Code
Out of Town
Currency
Other 1 - 10
Source of Contact
Note
Preferred
Present
Past
Job Preference: Contractor
Permanent
Temporary

Pay Info:
drop-down
drop-down
check box
text box
drop-down
frame/drop-down
text
frame
check box
check box
check box
check box
check box
can be renamed but must
remain currency fields

Contact
Email 2
Type 1 - 4
Phone 1 - 4
Company Name
Company Type

second email field
drop-down
text box
text box
drop-down

Note: If your new field includes the word "Date" then your field will become a date field. If you also follow Date" with a "#" then the user will only be able to add "date" numbers in this field (e.g. "10102000" for October 10, 2000).

When you are finished making your changes...The new name will appear the next time you enter the Candidate module.

Customizing the Client Module

The following are the fields which can be customized in the Client Module, as well as where these fields re found within the client and client contact record.

Heading:
Fields Type
Client `More' Fields
Custom Field #1-10
Each of these fields can be changed to one of the following types:
Client Contact `More' Fields
Custom Field #1-5

When you are finished making your changes... The new name will appear the next time you enter the Client module.

1. From the Menu Bar click on View.
2. Arrow down to Preferences and click on it.
3. On the Preferences menu bar click on customize and arrow down to and click on Client Module.
4 . To change the name type over the existing one in the text box.
5. Click on the field to edit.
6. To save your changes click on File and then Save at the top of the dialogue box.
7. To exit click on File and then Exit at the top of the dialogue box.