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candidate_edit_notes [2017/01/12 11:51]
steveclarke [Candidate Edit Notes and Custom]
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 [[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 rights ​might be restricted by [[security_edit_forms|Form ​rights]], [[security_edit_banks|Bank ​rights]] (if in Bank Level 3 [[concepts#​Banks and Bank Level|Banks and Bank Level]]) or the record being [[concepts#​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.//