RBox enables auto generating Candidate Trackers summarizing key details of candidates for candidate submittals. Candidate Trackers are auto-generated as a table within message body or as a Microsoft Excel sheet. You can define multiple Candidate Tracker formats and link them with different clients.
Using Candidate Trackers enables professional submittals while giving a quick overview of multiple candidates to clients resulting in faster feedbacks.
Functionality:
- Create tracker format
- Set Excel formatting settings for tracker
- Modify existing tracker formats, delete formats
- Link tracker formats to clients
S. No. |
Functionality |
Product Navigation |
Actions/Features |
1 |
Candidate Tracker Configuration |
Tools->System Configuration-> [Templates] |
Create tracker format, Modify trackers, Delete trackers |
2 |
Candidate Tracker Configuration |
Tools->System Configuration->System Settings [Application Configuration] |
Set Excel formatting settings
|
3 |
Candidate Submittal |
Workbench->My Work->Business Relationships [Clients] |
Link tracker formats to clients |
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