Want to see all interviews from the main screen of a candidate record?

If you prefer to see a list of all the interview records from the Name record without having to go to More, you can customize your layout of Name records to include Predefined: *View Interviews.  This will show a block on your layout of your name page listing the interviews created in the database for the candidate. It also gives you quick access to the 'Email Interview' feature to quickly email the candidate or position contact information about the interview record - including the candidate's resumes and Attachments stored with the candidate or position.  However, you still need to create interview records by clicking More > Interviews or from the name record, or you can create interview records from the position's Pipeline.

Please note that most clients have the database configured that only system administrators can modify the layout of a record. Therefore, you may need your system administrator to adjust the layout for you. Additionally, if a system administrator changes the layout for one user, they can copy the layout to other users.

When viewing search results, it is often helpful to  see the last position for which a candidate had activity in a position pipeline (job for which they last applied, were submitted, had an interview, etc.).  To add a link to the job in your name search results:

1. Click Name on the main toolbar.
2. Click Customize This Screen under Options at the right
3. In the CUSTOMIZE SEARCH RESULTS LAYOUT area, click in the column in which you want to show this information. A dropdown will appear to the right.
4. Use the dropdown at the right to select 'Predefined: Last Pos with interview"
5. Click Save.

When you view name search results, you will now have a column that will show the job title and position Id as a hyperlink that will take you to that position record.