Tips and Tricks
Reassigning client/candidate ownership to another person
Version 7.0.3 of the PRS added a Reassign command button to the Consultant Client/Candidates Tool. This command allows you to reassign all client/candidate ownership entries from one consultant to another with a single command. The Reassign command is very handy when a consultant leaves and you need to assign all their clients and candidates to another person — here’s how:
Adding a photo to a Personnel record
You are not confined to linking text based documents in the PRS — you can link any type of document including photos. Here’s how to link a photo to a Personnel record:
To view or email the photo, go to the Personnel record and press the Goto button next to the linked photo document in the Documents list, the photo will open in whatever application your PC associates with the photo file.
It’s easy to email one or more linked documents
If you want to email out one or more linked documents there’s no need to open your email client and then rummage about in document folders for attachments — all you need to do is:
Don’t forget to spell check your email and SMS messages
Once you’re done composing an email or an SMS message press the F7 key before you send you email.
F4 is your friend
To edit PRS data you need to unlock the record — if you find yourself getting tired of constantly clicking the lock icon try using the F4 key, most users find this more convenient than using the mouse.
Loading and Saving Tagsets in PRS7
If you’ve been doing regular mail-drops from the PRS you’ll know all about Personnel Tagsets (a Tagset is a named list of people that you save for use at some later date).
PRS version 7 has introduced a flexible set of options for manipulating existing Tagsets using the Load/Save Tagset dialog — read on if you’re not yet familiar with these new options.
To open this dialog just click on the Goto button next to the tagset name in the Personnel Tags dialog. There are six options — three for loading the tagset into Personnel record tags and three for saving currently tagged Personnel to the tagset.
Load Personnel tags from tagset
Save Personnel tags to tagset