New Client

To create a new Client or Unit, click on the New Client button on the toolbar and enter the information related to a Client or Unit as shown in the figure figure

Note: Since most of the fields given are self-explanatory, we will explain only the fields (information) which you may not be familiar with

• Status : Choose the status of the client, whether Active, Inactive or Prospect

• Type : Choose whether the client is of Internal type or External

• Business Manager : Select the user, who is responsible or managing of business with the client, from the drop-down list

• Hot Notes : Enter any hot notes about the client, which pop-up with the information that is entered here.
  
  Hints: Hot Notes display as a pop-up message windows, when you click on the respective requirement of the client, within the Requirement List window. They provide quick information about the client.
  
  For example: If you have entered some important message that you or other users of HireCraft to be reminded of,  they are displayed within a small window as in figure here.

• Notes : Enter any notes here. Unlike Hot Notes these will not pop-up

• Resume Document Type : Choose the preferred resume document format, which the client requires.
  
  Depending on the format (Word, PDF or RTF) chosen here, resumes are automatically converted to respective format when you are sending profiles of candidate using Send Resumes feature. Default means word document format.

• Outgoing Resume File Name (Default is empty) : Enter the name of resume document file, that will be automatically renamed when the profile(s) of candidate sent to the client.
  
  For Instance: When you are required to rename the resume document of candidate to a client specified naming convention, you can enter the any static words in conjunction with Dynamic Tags. Example: MS-[CandidateName]-[ReqTitle], where the [CandidateName] is the name of the candidate and [ReqTitle] is the name of requirement. When the email is sent to the client along with resume of candidate attached, the document file name is automatically renamed to as "MS-George Jacob-DotNet Developer.doc"

• Job Code Generation : Specify the format of Job Code with prefix or suffix and the number that is auto-incremented from, when requirements of the client are created. >>

  Note: If you have entered the format as illustrated in the figure below, then the auto-generated Job Code will be
  MS-101/07, and the number in the middle is auto-incremented for every subsequent requirement of the client created. This is again depend on how the HireCraft is implemented in your organization, since there four ways to auto-generate the Job Code. >>
  
  

• Profile: Click on the profile tab and enter the information about the client, as illustrated here

• Access Control: click on the access control tab and select the respective users from the organisational chart or vertical, who should have access to this client, if no user is selected then the client is displayed to everyone.

Editing a Customer

To edit information about a particular customer double click on the customer name in the tree view of Client Manager form and re-enter the information in the window that is displayed and press Save button on the toolbar.

Delete a Customer

To delete a client simply press a Delete Button on the toolbar. Note if the client is being used in any requirement you will not be able to delete it. And you get the message in the status bar as "It is in Use. Unable to delete..."

See Also:

• Create a branch or sub-unit

• Create a contact or requester

• Create Interview Venues