Create/Modify a Consultant:
- Click Consultants folder in Folder
List, to display Consultants list.
- To create a Consultant:
- On the File menu, click New...
- To modify a Consultant:
- Enter/Modify all the desired fields or by using
the default LookUp Values.
- Click on Save and Close button on the
toolbar in the
Consultant Window. Automatically saves
and closes the window.
cBizOne automatically composes the Hotlist
using the information entered for each consultant.
Even though most of fields are optional, it is strongly
recommended to enter all the known information for each
Consultant, particularly in the General Tab and
Skills Tab.
Most of the Consultant fields are self-explanatory.
The following fields need some description.
General Tab:
- Full Name...: This is a smart field.
You can enter full name without capitalizing or punctuation.
For example, you can enter 'ms jane doe'. The
application decodes the Title, First Name, Middle
Name, Last Name and Suffix automatically. You
can click on the Full Name button to see how the application
decoded your input.
- Phone Number fields: These are smart fields.
You can enter the phone number (10 digits) without
any spaces or dashes. For example, you can enter
8005551212 x12. For entering country code (outside
US, Canada), start with a plus (+) sign. You
can click on the Lookup button on the phone number
field to see how the application decoded your input.
Also by clicking on the Phone link you can
dial automatically, if you configure your computer
with the Phone system.
- Date fields: You can click on LookUp
Button on any date field to show the calendar.
- Availability Date:
Hotlist will contain only the Consultants who are
available now and who will be become available within
next 21 days.
- Availability Notice: If the consultant
is available but only with a 'Notice', you can enter
the notice period. (For example: 2 Weeks).
- Send in Hotlist: If you do not want a consultant
to be included in the Hotlist even though the consultant
is available, uncheck this field.
Details
Tab:
- Address Link: You can display the street
map of the consultant's address. Street map
will be displayed in the built-in browser window.
You can switch back to Consultants list by clicking
on Consultants in the Folder List.
- Categories Button: You can assign multiple
categories for each Consultant. Click on the
Categories button and check the desired categories.
For example, you can assign "W2, 1099, Full Time"
to a Consultant.
- Groups Button: You can assign multiple Groups
for each Requirement. Unlike categories, this
allows you to 'profile' Consultants based on non-professional
classification.
- Owners Button: You can assign one or more
'Owners' for each Consultant. Owner is the person
who will be interacting with this Consultant.
Skills Tab:
- Job Title: Job title of the consultant. For
example: Oracle DBA or Senior Web developer. Enter
the Job Title or select from the Lookup
Window.
- Skills: You can enter multiple
skills saperated by comma or selecting from the Lookup
Window.
- Additional Info: You can use it for storing
additional information of the consultant. This
is used to compose outgoing Resume mail. Normally
this is used for References of the Consultant.
- Resume File: Enter the resume file name of
the consultant.
You can use the browse button.
- If you need to open the resume in MS Word, click
Resume File link.
QNotes Tab:
- Archived Box: If a Consultant is terminated
from your company, check this field to Archive
the Consultant.
User Fields Tab:
- Ten fields are provided for you to add additional
data. You can customize the user fields by using
the Database Designer.
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