Database Management - Learning Center

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Logging In
Computer Setup
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Orientation
Terms to Know

User Settings

Adding Users
User Security
User Preferences
Modifying Users
Groups
Google Sync Setup
Screen Configurations
Email Settings

Database Configuration

Pipeline View
Pipeline Interview Type & Status
Custom Placements
Configuring Rollup Stages
Inactivity Timeout
Organization Details
Scheduled Automations
Automations
General Data Protection Regulation (GDPR)
Database Settings
User Records
- User International Settings
- Attachments Security
Database Management
- Encryption Security
- View User Logins
Configuration

Adding Records

Add Wizard
Adding Companies
Adding Name Records
Adding Positions
Position Templates
Copy Position
Data File Import

Resumes

Resume Header/Footer
Upload a Resume
Edit a Resume
Blind a Resume (Remove Contact Info)
Email a Resume
Email Resumes for Multiple Candidates
Print a Resume
Download a Resume

Managing Records

Changing Companies
Change Log
Phone/Extension Handling
Merge Duplicate Records
Mass Deleting Records
Recycling Bin
Move/Copy Records Between Databases
Multi-Record Changes
Split Email/WWW Field

Augmenting Records

Notes
Feedback
Candidate Presentations Setup
Sending Candidate Presentations
History Collection
History Dates
Custom Fields
Logos and Photos
Associations
Attachments
Keywords
Titles
Source List
Add Keywords to a Record
Add a Summary to a Record

Searching

Quick Search
Introduction to Record Searching
Search Customization
Basic Search
Advanced Search
Lucene Searching
Activity Search
Common MyPCR Search Queries
Mapping
3rd Party Searching
Social Network Search

Lists

Configuring Rollup Lists
Accessing a Rollup List
Create a Rollup List
Rollup Automations
Configuring Rollup Lists
Add a Group of Records to a Rollup
Add a Record to a Rollup
Configuring Rollup Stages
Filter by Rollup Stage
Ranking in Rollup Lists
Rollup Quick Comments
Scheduled Items on Rollup Lists
Radius Sort
Exporting Rollups
Profile Response Export
Delete a Rollup
Associate a Rollup to a Position
Call Plans

Calendar & Activities

Activity Search
View Activities
Activity Defaults
Activity Types
System Generated Activities
Track Activities and Follow-Ups
Schedule

Communication

PCR Notifications
User Outgoing Email Setup
Database Outgoing Mail Setup
Send an Email
Email a Resume
Creating Form Letters
Private Email
Using PCRMail
Placement Letters
Pipeline Automation Emails
Printing Mailing Labels/Envelopes
Mass Email

Applicant Tracking

Pipeline
Legacy Pipeline
Placements

Advanced Sequencing

Advanced Sequencing Overview
Advanced Sequence Setup
Advanced Sequence Use
Sequencing Analytics
Advanced Sequencing: Common Questions
Sequence Template Examples

Analytics & Reporting

PCR Analytics
Standard Reports
Custom Reports

Contractor Timesheets

Configuring Timesheets
Timesheet Letters and Notifications
Setting up Contractor Expenses
Timesheet Submission Process for Contractors
Timesheet Review Process for Approvers
Timesheet Management Process for Internal Users
Timesheet Reminders and Other Communication Options
Contract Estimator

Presentations

Candidate Presentations Setup
Sending Candidate Presentations

Profile Forms

Creating Profiles
Profile Settings
Profile Automation
Profile Expiration
Profile Questions
Profile Custom HTML
Formatting Question Text with HTML
Add to Rollup Based on Answer
Using Profiles Externally
Using Profiles Internally

Job Board

Job Board Configuration
Job Board Results
Job Board Search
Job Board Details
Job Board Registration
Job Board Messages
Job Board Style
Job Board Options
Job Board Inquiries/Apply
Job Board Landing Pages
Custom Forms
3rd Party Posting
Legacy Web Extensions
- Classic Candidate Extensions
- Classic Extensions Embedding

Integrations

Developer API
RingCentral
RingCentral Bulk SMS
Zoom Phone Integration
hireEZ
ZoomInfo Integration
Mobile Dial
Zapier
Export Placements to QuickBooks
Google Voice
Click to Dial
Spark Hire
3rd Party Searching

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