Submitting Consultants to Contacts/Requirements:

Submitting Consultants to Contacts

1. To submit a Consultant (resume) to a Contact, right click on the desired Contact, and select Email Resume on the shortcut menu to show the Resume Email Window.  Select the desired Consultant from the Consultant list in the email window.  This will automatically creates a 'submittal link' of the Consultant to the Contact. 

If you submitted the Consultant by other means (Web posting, Fax, etc.), you can manually creates a 'submittal link' between the Consultant and the Contact.  This can be done from Contacts or Consultants.

• Right click on the desired Contact, and select Link Submitted Consultants to Selected Contact in the shortcut menu to show the Link Window.   Search and select the desired Consultant and click on the ADD button.  Click on OK to close the window.  If you need to 'unlink', select the Consultant and click on the Remove button.
• Right click on the desired Consutant, and select Link Selected Consultant To Contacts(Submitted To) in the shortcut menu to show the Link Window.  Search and select the desired Contact and click on the ADD button.  Click on OK to close the window.  If you need to 'unlink', select the Contact and click on the Remove button.

Submitting Consultants to Requirements

1. To submit a Consultant (resume) to a Requirement, right click on the desired Requirement and select Email Resume on the shortcut menu to show the Resume Email Window.  Select the desired Consultant from the Consultant list in the email window.  This will automatically create 'submittal link' of the Consultant to the Requirement and inturn to the Contact, if the Contact is linked to the Requirement.  

If you submitted the Consultant by other means (Web posting, Fax, etc.), you can manually create 'submittal link' between the Consultant and the Requirement.  This can be done from Requirements.

• Right click on the desired Requirement, and select Link Submitted Consultants to Selected Requirement in the shortcut menu to show the Link Window. Search and select the desired Consultant and click on the ADD button.  Click on OK to close the window.  If you need to 'unlink', select the Consultant and click on the Remove button.

Submitting searched Consultants to Contacts/Requirements

Once you have the searched list of Consultants, you can email those consultants to the desired contact/Requirement. Select the desired Consultants then Right Click, select Email Selected Consultants Resume To on the shortcut menu.