Use RBox’s communications tracking functionality to tracks all communications that you're exchanging with clients, vendors and candidates while working them.
Use the Communications module to tracks all communications that you're exchanging with clients and candidates.
So, for example, you can use the dedicated Client-contact view to see all candidate submittal emails sent to clients and related feedback, the candidate-specific view for emails sent to candidates and so on.
Common Tasks
- View all communications done with candidates
- View all communications done with a client contacts
- View all communications with vendor contacts
1. View all communications done with candidates
In the Main WorkBench:
- Point to 'Modules' menu in menu bar and select 'Communications'.
- In Communications module, expand the 'Linked Messages' data folder and then click on the 'Candidate' data view. The list pane on the right will show the email messages generated to the candidates.
2. View all communications done with a client contacts
In the Main WorkBench:
- Point to 'Modules' menu in menu bar and select 'Communications'.
- In Communications module, expand the 'Linked Messages' data folder and under it further expand the 'Contacts' folder. Then click on the 'Client' data view.
The list pane on the right will show the email messages generated to the client contacts.
3. View all communications with vendor contacts
In the Main WorkBench:
- Point to 'Modules' menu in menu bar and select 'Communications'.
- In Communications module, expand the 'Linked Messages' data folder and under it further expand the 'Contacts' folder. Then click on the 'Vendor' data view.
The list pane on the right will show the email messages generated to the vendor contacts.
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