) 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.'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 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.'
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.
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.
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.
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.
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.
This button must be pressed to make the sticky stick! If left un-clicked, the message will disappear when the window is closed.
Use this button to permanently remove a sticky note.
Use this button to mark a note as completed.
This button will check for any new notes and update the screen with them.
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.
Choose from the list of users on the network by selecting a named head from this window.
These buttons switch the User Selection Area view between large icon and list format.
Use this feature to view non-deleted stickies from a specific day. Click the three dotted button for a calendar selection box.
You can open a new Sticky, To Do List, or Phone Message from this menu, as well as from the buttons below it.
Use this menu to print out items from the stickies window.
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).
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.
Click here to leave the chat room.
Use this button to empty all text from the chat log window.
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.
This box shows a list of all users who have been kicked out of the chat room using the boot button.
This button is used to clear all previous 'boots' and lets all users into the chat room.
After typing your desired text into the text entry area, click this button to send the text to the other chatters.
Use the copy command here to copy the text from the chat window for pasting elsewhere.
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.
Type your text into this box, and then click "Send" to post what you have typed to the rest of the chatting users.
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".
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.
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.
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.
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.
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.
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.
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."
Use this menu to mark an activity with a 
on the schedule to show
it as a completed task.
Use this menu to change the default text in the Message Entry Area (normally "Call...") or to exit the activity entry screen.
Click here to close the activity window, saving changes.
Click here to close the activity window without adding the new activity.
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.
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.
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.)
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.
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.
Use this list to select a user on the network and view/edit their schedule.
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".
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.
This menu will allow you to print out the schedule for the day, week, or month.
This menu will take you to this help documentation.
Use this menu to exit the scheduler.
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.
Use this menu to print out the activity list appearing in the Results Area.
Use this menu to exit the activities viewer.
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.
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.
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.
Click these buttons to edit or add a task to the associated time slot.
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.
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.
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).
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.
Use this menu item to remove a task from the schedule. Also can be done with the "Delete" key on the keyboard.
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.
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.
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.
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.
This section of the window will display the activities defined by the dates and filters above.
Click here to open this Help Documentation.
Click here to close the View Activities window.
Use this menu selection to place the currently selected company or name on the rollup list of your choice.
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.
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.
Use this selection to define parameters for your local or network printer.
Use this option to close the PCRecruiter application.
Click here to execute a print or fax of your currently selected reports.
Use this menu to close the PCRecruiter application.
Click here to open the Main Sequence homepage.
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.
Click here to close the activity history window.
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.
Choose this menu to print out all activities performed for this record.
Use this selection to edit the currently selected activity. This feature basically creates a temporary version of the split screen view.
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 ().