What
Within the Shortlists menu, when accessing a record, there is now an updated version of the Shortlist form which can be utilised in several ways. This form contains features that can still be found from other records, e.g. Contact records, Hot List records, etc.
Where
Home > Shortlists > Select a View and/or apply any Filters as normal > Double click into any empty/blank part (i.e. avoid the labels/hyperlinks) of a row (i.e. record)
How
1. You can see that this provides the information required for Consultants to make key decisions without having to leave the Shortlist record:
2. New and existing Tags can be created/assigned from the Tags menu. This will allow users to group Candidates with key phrases that can be searched anywhere within Mercury:
3. From Shortlists, users will be able to add or remove Candidates from any Hotlist they have been added to:
4. View which Vacancies the current Candidate has been assigned to. Also, from this area, the Candidate can be assigned to another Vacancy via the Quick Create: Shortlist function:
5. Users can also see if their Candidate applied for any role via the Applications area:
6. Users can input extra information against their current Candidate which can utilised in future searches:
7. Within the form, users can log any Tasks, Appointments or Phone Calls from this area. The Timeline will contain a useful summary of what actions have been taken so far and what is outstanding:
8. If the Candidate's CV has been parsed through Daxtra, it will be shown within this area, allowing users to overview the document: