|
January 25, 2010 - 6:48pm
|
|
|
|
How to create new fields?
How to rename existing fields so not to lose the populated data within existing field? |
|
January 26, 2010 - 2:36pm
|
|
|
|
The poster of the following message is an official representative of CATS.
Shawn,
To create new fields, goto the Settings -> Customize Extra Fields location. There, you can create new fields for candidates, contacts, job orders, and companies.
Renaming a field will not remove the data within the field.
You cannot modify or remove standard fields, just create new ones and edit other custom ones. |
|
January 26, 2010 - 2:52pm
|
|
|
|
Tony - Once in Setting there is no "Customize Extra Fields"... |
|
January 26, 2010 - 3:31pm
|
|
|
|
The poster of the following message is an official representative of CATS.
Shawn,
Your user access level would need to be Site Administrator for your to modify these settings. Your existing site administrator can promote you to this level. |
|
January 26, 2010 - 3:59pm
|
|
|
|
Tony,
I have now logged in as the Site Admin and there is no "customize extra fields" in the Settings tab. What to do? |
|
January 26, 2010 - 4:22pm
|
|
|
|
Tony,
Logged out and re-logged in - now there.
Question, how can I change the "2nd email" address in the candidates to a custom field and not lose the existing data? Thanks |
|
January 26, 2010 - 4:34pm
|
|
|
|
The poster of the following message is an official representative of CATS.
Shawn,
From my first reply:
Quote: You cannot modify or remove standard fields, just create new ones and edit other custom ones. Since 2nd email is a standard field, you cannot edit this. Just create a new custom field by clicking the Add Custom Field button.
If you don't want to view the "2nd email address", goto any candidate's profile and find the "padlock" icon on the top right hand side. Click the padlock. This will unlock the fields. From here, you can rearrange the field display order via drag/drop and hide or show fields by clicking the eyeball icon on/off. |
|
January 26, 2010 - 5:01pm
|
|
|
|
Oaky - Why is the "2nd email address" not listed in the Columns drop down in the "candidate" tab? Can this been added seeing it is a standard field? OR it appears I will have to create a new field and have to change the populated data in this 2nd email field to the newly created field for each and every candidate. And this is be a tedious task... |
|
January 26, 2010 - 5:01pm
|
|
|
|
Oaky - Why is the "2nd email address" not listed in the Columns drop down in the "candidate" tab? Can this be added seeing it is a standard field? OR it appears I will have to create a new field and have to change the populated data in this 2nd email field to the newly created field for each and every candidate. And this is be a tedious task... |
|
January 26, 2010 - 5:40pm
|
|
|
|
The poster of the following message is an official representative of CATS.
We haven't had anyone ask for that yet - just added that to the column list. |
|
January 26, 2010 - 6:03pm
|
|
|
|
Tony,
Great and thanks for the quick reply!
|
