3. #1 Saved Searches
• Easily run the same search over and over
• Can be shared
• Can customize columns in search results
• Use prompts to easily repeat a search with variable criteria (i.e. dates)
4. #2 Right-Click
• Hidden functionality
• Send mass e-mails
• Log messages in mass
• Navigate quickly between records
• Edit
5. #3 Candidate Worksheet
• Build a working candidate list
• Quickly save and/or assign employees to orders
• Quickly add, submit, reject, remove candidates at any time
6. #4 Tearaway Page
• Use while searching to create a working, interactive call sheet
• Use with the task manager to keep your tasks close by and
highly visible as you work throughout the day
• In most cases the tearaway page will display in read-only view
(indicated at the top of the page)
7. #5 The Reports Icon
• The reports icon will display reports relevant to the record
or page you are currently looking at
• Reports accessed here will be generated with certain fields
– such as employee or customer ID – already populated
8. #6 Icons
• Record icons allow you to “JUMP” to another record quickly
• Avatar icon
• Magnifying glass icon
9. #7 Actions Menu
Options in the actions menu depend on record type
*Can be used to quickly assign employees to the most recently viewed order record.
10. #8 Mass Update Rates
• Can be updated from the customer record and applied to
one or multiple orders
• Set a specific amount
• Increase/decrease by an amount
• Increase/decrease by percent
• Change multiplier code
11. 1#9 Update Assignments
• Located in the actions menu on the order record
• End assignments in mass
• Can be updated per order or in mass from the assignment search area
12. #10 Defaults
• Create defaults that will flow into your future orders
• Multiplier codes
• Shifts
• Job descriptions