I Want To

From a Name Rollup, using the “I Want To” column, you are now able to:

  • Add Notes
  • Add Attachments
  • Add Resumes
  • Add Activities
  • Add to different rollups
  • Add Interview

How to Customize “I Want To” Column

  1. Open a Name Rollup
  2. Click the Customize Icon
  3. Select the Results Page Charm
  4. Check or Uncheck the Actions you would like available
  5. Select Save