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The following contain detailed descriptions of the CAPS training modules.
SCREENS
Review Adding, Finding, Modifying, and Maintaining:
- Company
- Contact
- Assignment
- Interview
- Placement
Review the following lists related to the above screens, accessible from a record:
- Assignment List
- Call History
- Contact List
- Interview List
- Last Contact
- Placement List
- Related Companies
- Salary History
- Script List
- Search Code List
- User Defined Info
- Hot List
SEARCHING
- Review searching for companies, contacts, assignments, interviews, placements, planner calls, and documents
- Creating a hot list from the search screen
PLANNER - Customizing the planner
- Reviewing the planner toolbar and right click functions
- Maintaining and modifying the planner
- Building calls to the planner
IMPORT/EXPORT - Attaching documents including resumes, job descriptions, and company information via email, drag/drop, or copy/paste
- Emailing from CAPS by mass or single contact
ADMINISTRATION - Mail Merging: Sending correspondence via printing or email
- Scripts: Creating, Editing, and Attaching scripts to records and planner calls
- Invoicing: Generating an invoice for placements, splits, and services
- Reports: Generating productivity andactivity reports for individual AEs or entire office
SYSTEM ADMINISTRATION Security: - Setting Permissions for Specific Groups of Users Personnel Maintenance:
- Adding and Maintaining Personnel Group Assignments:
- Assigning groups of users for your office Maintenance: Company Maintenance
- Merging duplicate company records
- Splitting (copying) company records Changing File Ownership
- Moving record ownership to a different user Mass Deletion
- Deleting a group of records at one time Application Codes
- Customizing menus and pick lists to suit your office Country Codes
- Adding and Modifying country codes for international business Search Codes
- Adding, Modifying, and Assigning search codes Office Maintenance
- Maintaining information for internal and external offices Configuration: Planner Configuration
- Setting and Customizing planner defaults for optimum planner use System Configuration
- Setting and Customizing system defaults for the entire office
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