Comments on: PCRecruiter Update 9.7.22 – Rollup Stage Filters and Quick Comments https://www.pcrecruiter.net/site/2019/01/22/pcr-update-jan-2019-rollup-stages-and-comments/ Fri, 25 Jan 2019 17:22:51 +0000 hourly 1 https://wordpress.org/?v=6.4.2 By: Andrew Rothman https://www.pcrecruiter.net/site/2019/01/22/pcr-update-jan-2019-rollup-stages-and-comments/#comment-148 Fri, 25 Jan 2019 17:22:51 +0000 https://www.pcrecruiter.net/site/?p=8501#comment-148 In reply to Sarah.

Hi Sarah – That sounds very much like something that our Global Rollup Stages feature can do. Check out https://learning.pcrecruiter.net/global-rollup-stages/ and contact support@mainsequence.net if you need help with it.

]]>
By: Sarah https://www.pcrecruiter.net/site/2019/01/22/pcr-update-jan-2019-rollup-stages-and-comments/#comment-147 Wed, 23 Jan 2019 23:05:10 +0000 https://www.pcrecruiter.net/site/?p=8501#comment-147 I understand you can differentiate stage set up presently by record type. I would like to be able to access multiple sets of stage icons that are customizable for different uses for within one record type. I.e. multiple stage configurations for name record rollups.

By allowing for multiple sets of customisable stages to be toggled between in a single record type (e.g. name record), this would allow for better uses of the roll-up functions versatility.

E.g. A name record roll up list that is for candidate contacts, and a name record roll up that is for lead contacts would benefit from different stage icons that can be linked to unique automations.

]]>
By: Andrew Rothman https://www.pcrecruiter.net/site/2019/01/22/pcr-update-jan-2019-rollup-stages-and-comments/#comment-146 Wed, 23 Jan 2019 15:33:35 +0000 https://www.pcrecruiter.net/site/?p=8501#comment-146 In reply to Wayne.

You can do that by adding the ‘Dialer’ column(s) to your layout. The phone numbers themselves cannot be clicked directly because it would interfere with our ability to record activity about the call, and also because clicking a row in the Rollup always loads the record. However, adding a Dialer creates a click-to-call icon that does what you’re describing.

Dialer column on Rollup List

]]>
By: Andrew Rothman https://www.pcrecruiter.net/site/2019/01/22/pcr-update-jan-2019-rollup-stages-and-comments/#comment-145 Wed, 23 Jan 2019 15:23:31 +0000 https://www.pcrecruiter.net/site/?p=8501#comment-145 In reply to Corey.

You can use the magnifying glass icon in the upper right corner of the list to look for only people with cell numbers. If you need help with the search, contact support@mainsequence.net for details.

]]>
By: Corey https://www.pcrecruiter.net/site/2019/01/22/pcr-update-jan-2019-rollup-stages-and-comments/#comment-144 Wed, 23 Jan 2019 15:12:55 +0000 https://www.pcrecruiter.net/site/?p=8501#comment-144 I would like to be able to apply filters to rollup list. For example, when using a rollup list for calls, I would like to be able to filter candidates with cell phone numbers. It is important to me the names remain part of a larger list while being able to filter specifically those with numbers.

]]>
By: Wayne https://www.pcrecruiter.net/site/2019/01/22/pcr-update-jan-2019-rollup-stages-and-comments/#comment-143 Wed, 23 Jan 2019 15:11:17 +0000 https://www.pcrecruiter.net/site/?p=8501#comment-143 What would be nice is if the phone numbers on the Roll up could be active like the numbers on the record. So with RingCentral, I could click the number on the roll up screen and dial out or text without having to open the record.

]]>