Videos
How to add and manage notes on any record in Recruitly
Create, manage and organise notes across candidates, contacts, companies, jobs and every other record so the whole team sees the history.
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Notes are the memory of a recruitment desk. This video shows how to create, manage and organise them on any record or module in Recruitly, so what you learn on a call is there for whoever picks the record up next.
Watch it on Recruitly Play (2 min 38 s), part of the Run your desk series.
What the video covers
- Adding a note to a record.
- Managing notes across records and modules.
- Organising notes as part of your daily workflow.
See the recruitment CRM and relationship intelligence.
Which records can have notes in Recruitly?
Any record or module, including candidates, contacts, companies and jobs.
Can I speak a note instead of typing it?
Yes. Use Dictate on the note and Recruitly types it out.
recruitment CRM notescandidate notesactivity history