Análisis de la base de datos

The Pick a Group pop-up window appears.

CAUTION: If you delete a contact from the contacts list, Recruiter permanently removes that contact’s name from any records with which it is associated.

If you are an administrator and you delete a user profile from the Edit User Profiles pop- up window, Recruiter deletes that user’s name from any action on which it appears as creator or assignee.

If your organization wants to retain all original names on the search and company records (if someone leaves the organization, for instance), rather than deleting the user, FileMaker strongly recommends that the administrator inactivate the user account using the FileMaker Pro Accounts & Privileges feature without removing the user profile or the name from the contact list. This action maintains the integrity and accuracy of your records, but it eliminates the user’s access to the system.

Exercise extreme caution before deleting contacts on the Contacts page or user profiles on the Edit User Profiles pop-up window.

List View

3. Filter the list of groups, if desired, by entering one or more characters in the Filter By Name field and then clicking .

NOTE: To display all groups again, clear the Filter By Name field, and click . 4. Click to select the group to which you want to add the contacts.

The Pick a Group pop-up window closes, and the Groups page displays the selected group with the new contacts added to its list of members.

NOTE: You can click Cancel on the Pick a Group pop-up window to abandon adding the contacts to a group, if desired.

4-1

4

Companies

The Companies page allows you to manage the information about companies you work with and to associate that information with your contacts and searches.

Detail View

The Detail view of the Companies page provides detailed information about the selected company.

The top portion of the Detail view displays a “business card” for the company, which contains the company’s vital information. If the company’s web site address appears in the business card, you can click it to display the company’s web site.

On the top right is the Actions section, where you can track actions you have taken or need to take with the company. (See “Working With Actions” on page 1-7.)

Detail View

The lower portion of the page has four tabs: Detail (page 4-3)

Searches (page 4-6) Positions (page 4-7) Files (page 4-9)

Each of these tabs is described in detail in the next section, “Creating a Company”. Using the icons at the top of the Companies page, you can:

Add a company. (See the next section, “Creating a Company”.)

Delete the displayed company by clicking Delete. A message prompts you to confirm the deletion. Click OK to delete the company, or click Cancel to keep the company on your list.

Find a company. (See “Finding a Company” on page 4-10.)

Creating a Company

To add a new company to your list, click New. A new company page appears. CAUTION: When you delete a company, the company is permanently deleted

everywhere it appeared in the Recruiter application, including searches, contacts, and actions. This action is not reversible. Be sure to back up your data frequently before deleting significant information, such as a company. (See “Backing Up Data” on page A-12 for more information.)

Detail View

Companies 4-3

The lower portion of the page has four tabs: Detail (page 4-3)

Searches (page 4-6) Positions (page 4-7) Files (page 4-9)

Enter the applicable information for each company on these tabs. The following sections describe the purpose and content of each tab.

Detail Tab

The Detail tab provides detailed information about the company.

Company Information

Enter the company’s name, address, phone number, and any other applicable information by clicking in each field and entering the text. As you enter information in these fields, the current data appears in the business card at the top of the page.

Associated Companies

The Associated Companies section displays a list of any companies associated with the displayed company, such as parent or subsidiaries. For each associated company, the list provides the name and relationship, if one was entered.

You can click next to the name of a company on this list to display that company’s details on the Companies page.

Detail View

To add an associated company, click New above the Associated Companies list. The Pick a Company pop-up window appears.

In this window, you can:

Select a company from the list on the left, and then click Done.

NOTE: After you select a company, you can click on or tab to the Relationships field in the Associated Companies section of the Detail tab, and enter text that describes the relationship, such as “Parent”.

Filter the list of companies by entering one or more characters in the Filter By field and then clicking .

NOTE: To display all companies again, clear the Filter By field, and click . Add a company to the list. (See the procedure that follows.)

Detail View

Companies 4-5

To add a company to the list:

1. Click New above the Companies list.

A new row appears on the list with the text “<new company>”.

2. Enter the company’s name, regional location (such as Pacific Northwest, Silicon Valley, Mid- West, or Four Corners), address, web address, and phone number on the right.

The list refreshes, and the new company name appears in alphabetical order. The new company is also added to the Companies page.

To add a position to a company:

1. Click New above the Positions for the Selected Company list. A new row appears on the list with the text “<new position>”.