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Reference Request Emails stored on Candidate Record

After version whenever a reference request is sent out to a contact via the database, the email will be stored as a journal against the candidate as well as the relevant contact.

How it Works

There are a couple of ways of sending a reference reques, depending upon how your system has been setup and configured.

1) From the 'Personal' tab of the candidate  record

On here, you can click the small 'head' to add the details of a referee.
Use the drop-downs to record the relationship, type of reference etc.

Once done, click the MS Word icon next to the contact.
A pop-up window will appear where you can select the reference request template, the contact and then tick Auto attach

2) From the 'Compliance' tab of the candidate  record

On here, you can click the light-blue writing to record the name of the contact who will be their referee.
You then click the 'Referecne Request' above to make the document for that contact.
When the pop-up window appears, you can select the contact and choose Auto Attach (similar to above)

For either version

Once you choose [OK] the system will open a journal.
You can choose a call type or a template if you wish, but you will notice that the system displays the name of the candidate in the object bar at the top of the screen. (See below)

This will ensure that the email journal will be recorded against both the contact and the candidate.

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  1. Graeme Orchard

  2. Posted