New Sticky Note

Click here to create a new sticky note for the selected User. Sticky notes work like an internal memo within PCRecruiter, including text or images (just paste them in!). You can leave them for yourself, or for other users on the network. If you have PCRecruiter open, an orange cone marker () should pop up in your system tray (right corner of the Windows menu bar) to indicate that you have a message. Be sure to click "Save", otherwise the message won't 'stick.'

Sticky Note

Sticky notes work like an internal memo within PCRecruiter, including text or images (just paste them in!). You can leave them for yourself, or for other users on the network. If you have PCRecruiter open, an orange cone marker () should pop up in your system tray (right corner of the Windows menu bar) to indicate that you have a message. Be sure to click "Save", otherwise the message won't 'stick.'

Name and Company Reports

Use this screen to print or fax almost any information from your PCRecruiter database. Simply click to fill the dot for the information you wish to print, and click the Print/Fax button. If your print deals with a rollup list, you will be prompted to choose one. Pocket lists will include the company name, and a list of the names and phone number(s) associated with the company.

New Phone Message

Click here to create a new phone message note for the selected User. Fill in the message pad as you normally would, and then click "Save" to secure it. If you have PCRecruiter open, an orange cone marker () should pop up in your system tray (right corner of the Windows menu bar) to indicate that you have a message.

Phone Message Note

This is a "While You Were Out" message note for notifying other system users. Fill in the message pad as you normally would, and then click "Save" to secure it. If you have PCRecruiter open, an orange cone marker () should pop up in your system tray (right corner of the Windows menu bar) to indicate that you have a message.

To Do List

Type in up to 5 items to be completed. Use the check boxes to mark off the completed items on your list. Be sure to click "Save" so that the list remains when you close the window.

New "To Do" List

You can use this feature to create "To Do" lists for yourself, or anyone else on the network. Use the check boxes to mark off the completed items on your list. Be sure to click "Save" so that the list remains when you close the window.

Save

This button must be pressed to make the sticky stick! If left un-clicked, the message will disappear when the window is closed.

Delete

Use this button to permanently remove a sticky note.

Done

Use this button to mark a note as completed.

Refresh

This button will check for any new notes and update the screen with them.

Go Back x Days

Use this area to include older messages in your view. The default is set to a week, but if you select the checkbox, you may view messages dated back beyond a week. Note that deleted messages will not be shown.

User Selection Area

Choose from the list of users on the network by selecting a named head from this window.

User View Selection

These buttons switch the User Selection Area view between large icon and list format.

Date

Use this feature to view non-deleted stickies from a specific day. Click the three dotted button for a calendar selection box.

File Menu

You can open a new Sticky, To Do List, or Phone Message from this menu, as well as from the buttons below it.

Print Menu

Use this menu to print out items from the stickies window.

Window Menu

Use this menu to arrange any open messages, stickies or lists in cascade or tile layout. Also allows you to realign the User Icons (the named heads).

Set Channel

Chat rooms require all the chatting users to specify the same .dat file. Think of this as choosing which room to chat in. Select your .dat file from the PCRecruiter folder on your server. The standard .dat files you will find in your PCRecruiter folder are Ron.dat, Html.dat, and Chat.dat. Chat.dat is the most commonly used of the three.

Exit Chat

Click here to leave the chat room.

Clear All

Use this button to empty all text from the chat log window.

Boot Button

Click this button if you would like to 'boot' someone from the chat room. You will be asked to select a user from a list.

Boot List

This box shows a list of all users who have been kicked out of the chat room using the boot button.

Return Button

This button is used to clear all previous 'boots' and lets all users into the chat room.

Send

After typing your desired text into the text entry area, click this button to send the text to the other chatters.

Chat Edit

Use the copy command here to copy the text from the chat window for pasting elsewhere.

Call

Click the call button, then select a user from the list. This user, if they have PCRecruiter open, will be brought to the chat room. The chat window will open automatically on their screen.

Text Entry Area

Type your text into this box, and then click "Send" to post what you have typed to the rest of the chatting users.

Chat Log Area

This window will display a scrolling log of what is being said in the chat room. Chat messages appear in the form of "<USER> Message".

Clock Selector

Choosing a time for the activity is as simple as using a clock. Click the hour you want on the actual clock face, and use the up/down arrows to set the minutes. If your activity is going to be on the schedule, you can also fill in the alarm checkbox to remind you of the activity.

Alarm Checkbox

You can set an alarm for any activity to remind you to complete it. The alarm is only available if you place the activity on the schedule, and will only go off if PCRecruiter is running at the time it is set for. The alarm will bring PCRecruiter to the front in Windows, with a box explaining the alarm, from which you can 'snooze' it to go off later, close it, or jump to the appropriate record. Use the options menu in the Schedule Viewer to set the delay for the alarm.

Place On Schedule

Filling in this check box will place the activity on the schedule. This is useful for separating activities that need to be completed in the future from records of completed activities.

Copy Activity to Company

If the person you are associating this activity with is the contact for a particular company, or if the activity applies for some other reason to both the individual and their business, you can use this check box to copy the activity to the company's record.

Calendar Selector

Choosing the date for an activity is as easy as clicking the date on a calendar. The PCRecruiter calendar ranges from the year 100 to the year 9999 (we expect to have a compatible update long before a "Year 10,000 Bug" becomes a concern) In the scheduler, days with an task scheduled on them will show up in lime green. Once all tasks for that day have been marked as completed using the Action Menu, the box will return to gray. Click the box displaying the current date to return the calendar to today.

Activity Type

This drop-down menu will allow you to classify this activity in many ways. You can set your activity classifications on the System tab. You may also specify activities within the text of the activity using the Activity Menu.

Activity Menu

This time-saving menu contains fourteen common shortcut phrases to be placed in the text of your activity. Selections include "Call back in 1 week...", "Sent resume" and "Offer received."

Task Menu

Use this menu to mark an activity with a on the schedule to show it as a completed task.

Activity File Menu

Use this menu to change the default text in the Message Entry Area (normally "Call...") or to exit the activity entry screen.

OK Button

Click here to close the activity window, saving changes.

Cancel Button

Click here to close the activity window without adding the new activity.

Message Entry Area

Enter the text of your activity in this box. This area, by default, will contain the word "Call" when the window opens, but that default can be edited in the "File" menu.

Day at a Glance

This thermometer-type view shows the tasks of the entire day, from 12 am to 12 am, with colored blocks to signify tasks. Clicking on an area in this window will move the Schedule View window to the appropriate time.

Schedule View

This window allows you to view the tasks of the day in a chronological listing. Each task will be randomly color coded by the program for ease in viewing*, and tasks using certain keywords (meeting, lunch, call, etc.) will be marked with an appropriate icon. All other tasks will be marked with a clock icon. Select a row to edit by clicking on the time button next to it (See also Editing Tasks). Right-click on a task to bring up the Action Menu.
(*Repeatedly clicking on the currently selected date in the Calendar Selector will cycle all that day's events through the available the color codes.)

Editing Tasks

To schedule a task for a time slot, single-click on the button marked with the time you wish to edit, or double-click on the gray area next to the time you wish to edit. The row will turn white, with a thin gray bar above and below. Type in your desired text. Grab and drag the upper bar to move the task up or down the timeline. Grab and drag the lower bar to stretch the task out, making it last longer. Click the task once (turn it blue) and hit 'Delete' on your computer keyboard to remove it from the schedule.

Find Button

Click here to search the schedule for tasks containing a specific word or phrase. This search goes back 60 days, and indefinitely into the future.

Schedule Users

Use this list to select a user on the network and view/edit their schedule.

Schedule Names

This feature allows you to create a special schedule just for tasks dealing with a particular name in your database. Use the three-dotted button to find the desired user. If you wish to type a name directly into the box, you must follow the form of "Last Name, First Name".

Activity Description Area

This area shows a more lengthy description of the selected task. You may edit the text of the task in this window as you would in the Schedule View area.

Report Menu

This menu will allow you to print out the schedule for the day, week, or month.

Help Menu

This menu will take you to this help documentation.

Scheduler File Menu

Use this menu to exit the scheduler.

Activities Edit Menu

Use this menu to search for a specific string of text within the activities listed in the Results Area. The search will begin back 60 days. You may press the F3 key on your keyboard to jump from one instance of the word to the next. If you click on another record in the list below, the word will be found in that record immediately.

Activities Report Menu

Use this menu to print out the activity list appearing in the Results Area.

Activities File Menu

Use this menu to exit the activities viewer.

Add Holidays

This menu selection will add holidays to the calendar, which by default are not included. Once it has been done, there is no need to re-do it for that database. Furthermore, undoing this action is difficult (it's not explained in this help documentation), so be sure you wish to do it before clicking here.

Increments

You can alter the time increments of the schedule. The default is set to half an hour per block, but you may adjust it to as low as 5 minutes, or as high as an hour.

Set Alarm Delay

You may want to have alarmed tasks warn you in advance. The standard delay is 5 minutes, but a 5 minute warning may not be enough for something like a lunch meeting that you have to drive to. Enter your delay time here, and it will be applied to all alarmed tasks.

Time Selection Buttons

Click these buttons to edit or add a task to the associated time slot.

Jump to Record

Use this item to jump to the names/companies screen associated with the selected task. Note that this will only work for tasks added from the Custom Activity Entry screen. Manually added activities will not be associated with a record unless you insert a record or rollup from the Action Menu.

Dial Phone Number

This selection will use the Windows Dialer to automatically dial the phone number of the person/company associated with this record. Note that this will only work if you have a TAPI compatible phone system connected to your computer, and only for tasks added from the Custom Activity Entry screen. Manually added activities will not be associated with a record unless you insert a record or rollup from the Action Menu.

Completed/Attempted/Reopen Task

Use these menu items to mark scheduled tasks with a (completed) or (attempted). After marking an item as completed, PCRecruiter will automatically prompt you for adding a follow-up task if you wish to do so. Once an item has been marked, you can Reopen it to change its status with the Reopen Task selection.

Move Task

Use this selection to move one or more scheduled tasks to another time slot. Clicking here will bring up a calendar selector, on which you can input the new date and time for the task(s).

Add to/Remove From Alarms

Use these menu selections to add or remove an alarm from previously entered tasks.

Insert Rollup List/Name/Company

These selections can be very useful. If you wish to schedule a call to a person or persons, or a company, in your database, you can insert them directly into your schedule. Then, when it comes time to complete that task, you may jump directly to the record or rollup you need without leaving the schedule.

Delete Selection

Use this menu item to remove a task from the schedule. Also can be done with the "Delete" key on the keyboard.

Begin Date

This date will be automatically entered from the currently selected schedule. You cannot edit this date... you must have the desired starting date selected when you open the Recurring Activity window. Please note that recurring items cannot be deleted as a group... they must be removed from the schedule individually.

Begin/End Times

Use these boxes to specify a starting and ending time for this recurring event. The time may be entered by typing it in directly, or by sliding the scrollers below the windows (half hour increments). Please note that recurring items cannot be deleted as a group... they must be removed from the schedule individually.

Occurrence Frequency

Check the box for how often the task should occur, and enter the number of times it will be repeated in the "Time(s)" box. Please note that recurring items cannot be deleted as a group... they must be removed from the schedule individually.

Companies/Names/Sendouts/Job Orders

Using these buttons within the View Activities screen will allow you to view the all activities entered for the appropriate category within a specified period of time. Set a beginning and ending date range to view, choose any necessary filters, and then click on the Companies, Names, Sendouts or Job Orders button to view your desired activities.

Begin/End Dates

Enter the earliest and latest dates you wish to view activities for. Use the up and down arrows to scroll through one day at a time, or click the buttons to select a date from a calendar.

Results Area

This section of the window will display the activities defined by the dates and filters above.

Help Button

Click here to open this Help Documentation.

Close Button

Click here to close the View Activities window.

Attach to Rollup

Use this menu selection to place the currently selected company or name on the rollup list of your choice.

Add to Schedule

Use this menu selection to place this activity on the Schedule. It will be automatically placed at the day and time it was scheduled for.

Filter Types

These boxes can be filled with terms to limit your search by. For example, in the screenshot above, we have decided that we only want to see activities for ABC Company, entered by user HPG (the three-dotted buttons next to each field will give you an appropriate list to choose from). To perform a search with the filters applied, you must click the button that the purple arrow is pointing to. The categories you may filter by will change depending on if you are viewing name, company, job order, or sendout activities.

Printer Setup

Use this selection to define parameters for your local or network printer.

Exit

Use this option to close the PCRecruiter application.

Print/Fax

Click here to execute a print or fax of your currently selected reports.

File Menu

Use this menu to close the PCRecruiter application.

Main Sequence Logo

Click here to open the Main Sequence homepage.

Activity Record Area

This area will display a history of all activities entered for the current record, including the date, time, and user who performed/entered the activity.

Exit Activity Record

Click here to close the activity history window.

View Menu: Split Screen

Check the Split Screen item in the View menu to split the Activity view window. The right side of the window will display an editable copy of the currently selected activity, while the left will continue to show the normal activity view.

Report Menu: Print Activities

Choose this menu to print out all activities performed for this record.

Action Menu: Edit

Use this selection to edit the currently selected activity. This feature basically creates a temporary version of the split screen view.

Action Menu: Delete

Use this selection to remove an activity from the history of this record.

Task Menu: Mark Item As Completed

If the currently selected activity is also a task on the schedule, you may use this selection to mark it as completed ().