Contacts are fundamental for all recruiters, and recording and maintaining accurate data is of great benefit, for example in building rapport, searching for contacts that work in a particular industry, and recording interactions with them. All of which, and more, can be managed via the contacts record in itris.
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Starting Points & General Information
There are a number of places from which you can start creating a contact record.
- You can choose to open the new contact form using the option in the Main Menu.
- You can create new contacts via the New Record Hub, accessed via the Navigation bar (see related article).
- When in the process of creating any new record you can click the plus icon in the top right.
- You can create a new contact using the New Contact button on a Company's action bar. If selecting from this route, the company details will be automatically populated
- From a relevant email in the inbox you can choose to create a new record (see below).
There are four mandatory fields when creating a contact record as follows as shown below, however, you can stipulate additional fields to be mandatory in the itris Management Utility (IMU), please see related articles for more information.
- Contact Type
- Company Name
- Contact Name
- Either Address, Postal Code or Address Location
Creating the record
When you have entered all the mandatory details and any additional information you will be able to create your contact record. If any fields require validation, or mandatory fields have not been completed the Validation (exclamation mark) icon will show.
If itris recognises any potential duplicates it will let you know. See the section below for duplicates.
Unless disabled in your itris Preferences (see related article), once you've added a full name itris will search LinkedIn for the person's profile. You can then view their profile and use any relevant information to complete the contact's record. For example, you can drag over their LinkedIn picture to be their itris profile picture, drag and drop (or copy and paste) the LinkedIn About information into the Summary tab or use their LinkedIn skills and endorsement or qualification information to keyword the contact.
Creating a Contact record from email
When adding a contact record from an email, you will get an additional tab in the creation window called Email, from here you can drag and drop (or copy and paste) data into the new contact window. This will be useful if the contact has included any information about themselves such as contact preferences etc.
You can store a profile picture of your contact in itris. As mentioned above you can copy this from LinkedIn, additionally if you have one on file you can upload it. If you don't have a picture to use for your contact the picture profile area will display their initials. The colour of the circle will be linked to the Status assigned to the contact. See the related article Data | List Items | Company & Contact for more information.
There are a plethora of data fields available in the details area, much of which can be used for searching, such as whether they are a hiring manager, types of jobs they recruit for and more.
You can add the contact's date of birth to the record, which will appear in your Dashboard dependent on certain criteria (see the related article for more information). Additionally you can add your contact to one or more groups, including your favourites, set the contact's department, who they work for and add a quick note which displays on their details tab.
There are 3 different contact types: Standard, Key and Low Level, and these are searchable. However, by default contacts set as Low Level won't appear in the contacts area of a company record, though you can filter to see them.
Communications & Address
When adding in your contact's email and telephone numbers note the drop down lists which enable you to specify which type of email/phone number you are adding. These lists are specified by you in the IMU, see the related article for more information.
Once the record is created you can add further communications, see the related article for more information.
When adding the address, you will be limited to the address added to the company record.
The defaults for Marketing Preferences are set in the IMU Settings | Communications area, however you can change those at point of creating a new contact record as well as once they are created.
Contacts who have opted out from Email Marketing will be excluded when adding email recipients on bulk (such as from a search or group). This does not restrict the ability to individually add the contact as a recipient (such as emailing directly from the contact record). If the contact has opted out of CV Marketing they will be flagged as invalid in the CV Marketing Hub.
The Recruits For list is used to categorise jobs, for example jobs such as Brand Journalist, Blogger, Column Journalist, Photo Editor etc, might be categorised as the job function Journalism. You can then indicate which categories of jobs the contact you are adding might have. If you have a long list you can use the filter at the top by typing what you are looking for.
The Recruits For list references the Job Functions list which is created in the IMU, see the related article Data | List Items | General.
Keywords are used simply to identify a specific record, for example, you may use keywords to note specific skills or attributes associated with the contact. They make searching for records quicker and more efficient.
The creation and management of keywords occurs in the IMU, as this will allow you to centrally control the keyword data in itris.
See the Keywords Assignment article for more information on manually assigning keywords, ratings and Lifetimes/Obtained on.
A Custom Field is a custom piece of data defined by your organisation to cater for data that itris does not accommodate. Custom Fields allows you to customise itris to work alongside your business and workflow, and are searchable fields.
Custom fields are created and managed via the itris Management Utility (IMU) Data area.
Please see the related article for more information on assigning custom fields.
Assignees are used to associate a user or users with a record as either an Owner, Watcher or FAO (for the attention of), and are searchable. See the related article for more information.
The summary area is a blank canvas where you can start making notes about the contact, often the About Us content from the contact's LinkedIn profile is added here.
It doesn't have to be one long text stream, you will see that you have lots of formatting options too.
This is also a searchable area, so if you later remember you made a particular note about a contact, but just can't remember who, you can run an advanced (Boolean) search of the summary area for each record type.
In databases, it is inevitable that somebody will try to create a duplicate record. To avoid this possibility, when adding a contact record the following fields will be used to check for duplicate records
- Phone Number
When adding in a possible duplicate record the duplicate semi-modal will open, listing any possible duplicates on the left with their record card on the right to help you determine if it is a duplicate. Using Go To will take you to the possible duplicate record, asking you first if you wish to discard the new company entry.
If you close the duplicate semi-modal the Possible Duplicates button will remain at the foot of the window, indicating the number of possible duplicates. You can return to the duplicate semi-modal any time by clicking this option. If you choose to register the record you will be asked to confirm it is not a duplicate before continuing.
- Custom Field Assignment
- Communication Assignment
- Company Record
- Contact Record
- Dashboard | Active Business Intelligence
- Data | Communications
- Data | Custom Fields
- Data | Industries
- Data | Keywords
- Data | List Items
- Data | Locations
- itris Preferences | New Records
- Keyword Assignment
- Linking Applicant & Contact
- Location Assignment
- New Record Hub
- Record Groups
- Settings | General Settings
- Settings | Mandatory Data