Differences
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Both sides previous revision Previous revision Next revision | Previous revision | ||
candidate_edit_notes [2017/01/05 16:03] steveclarke |
candidate_edit_notes [2018/10/22 14:22] (current) mikecable |
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===== Candidate Edit Notes and Custom ===== | ===== Candidate Edit Notes and Custom ===== | ||
- | The Candidate notes and custom edit page allows users to edit notes and custom information for a Candidate record. Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database. Note: User rights might be restricted by [[security_edit_forms|Form rights]], [[security_edit_banks|Bank rights]] (if in Bank Level 3 [[glossary#Banks and Bank Level|Banks and Bank Level]]) or the record being [[glossary#Record Locking|locked]]. | + | The Candidate notes and custom edit page allows users to edit notes and [[concepts#Custom Fields|custom information]] for a Candidate record. Once changes are made the user can click the **Save** button in the bottom right hand corner to commit changes to the database. Note: User permissions might be restricted by [[security_edit_forms|Form permissions]], [[security_edit_banks|Bank permissions]] (if in Bank Level 3 [[concepts#Banks and Bank Level|Banks and Bank Level]]) or the record being [[concepts#Record Locking|locked]]. |
{{:candidateeditnotes.png?600|}} | {{:candidateeditnotes.png?600|}} | ||
==== Tab Strip ==== | ==== Tab Strip ==== | ||
- | The tab strip at the top of the page allows the user to go back to the Candidate entry grid [[candidate_entry|Selection]], to the [[Candidate_edit_personal|Personal]] page, to the [[Candidate_edit_contact|Contact]] page or to the [[Candidate_edit_photo|Photo]] page. | + | The tab strip at the top of the page allows the user to go back to the Candidate entry grid [[candidate_entry|Selection]], to the [[Candidate_edit_personal|Personal]] page, to the [[Candidate_edit_contact|Contact]] page or to the [[Candidate_edit_photo|Photo]] page. Audit will navigate to the [[audit|Audit page]] and displays Audit information for the selected record. |
=== Candidate Fields === | === Candidate Fields === | ||
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| Custom05 | Custom field for tracking client data not specifically tracked by CE | | | Custom05 | Custom field for tracking client data not specifically tracked by CE | | ||
+ | //Note: the labels for custom fields may be modified via the [[custom_fields|Custom Label]] entry form.// |