{"id":5334,"date":"2016-05-17T14:07:10","date_gmt":"2016-05-17T18:07:10","guid":{"rendered":"http:\/\/www.pcrecruiter.net\/two-minute-tuesday\/configure-basic-search-2\/"},"modified":"2016-05-17T14:07:10","modified_gmt":"2016-05-17T18:07:10","slug":"portal-ribbon","status":"publish","type":"post","link":"https:\/\/www.pcrecruiter.net\/site\/2016\/05\/17\/portal-ribbon\/","title":{"rendered":"Two Minute Tuesday: Customized Portal Ribbon"},"content":{"rendered":"

Attention users of the PCRecruiter Portal for Microsoft Outlook\u00ae! This week’s\u00a0Two Minute Tuesday<\/a>\u00a0video is for you. We’ll look at how to tweak the ‘ribbon’ to save you some tab switching while you’re working.<\/p>\n

If you have any comments\u00a0or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net<\/a><\/p>\n

\n

Video Transcript<\/h3>\n

We\u2019re back with another Two Minute Tuesday, Main Sequence\u2019s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.<\/p>\n

If you\u2019re one of the many who access your database via the PCRecruiter Portal for Microsoft Outlook™, this week\u2019s Two Minute Tuesday is for you. We\u2019re going to show you a customized menu tweak that will save you some clicks.<\/p>\n

If you\u2019re unfamiliar with the Portal, it\u2019s our innovative add-on for Microsoft Outlook that allows you to interact with your PCRecruiter data from inside the Outlook application. For those of you who absolutely \u201clive\u201d in Outlook, the Portal can save a lot of switching between windows. Plus, it synchronizes calendars and contacts and gives you quick access to importing resumes from your inbox, and it can reduce the learning curve for new users by embedding PCR into a familiar environment.<\/p>\n

When Portal is installed, it creates a new tab in Outlook that contains all of the major PCR menu items. However, this normally means switching back to the built-in \u201cHome\u201d tab for common Outlook email and schedule functions. You don\u2019t have to let that slow you down! There\u2019s actually a way to merge your key Outlook functions into the PCRecruiter Portal tab.<\/p>\n

First, we\u2019re going to right-click in the empty space on the PCRecruiter tab and select \u201cCustomize the Ribbon\u201d. The \u201cRibbon\u201d is Microsoft\u2019s name for the toolbar strips in their products. On the left you\u2019ll see the available commands and on the right are the main tabs in the Outlook ribbon.<\/p>\n

We\u2019ll start by creating a New Group under the PCRecruiter tab. We can call it \u201cOutlook Features\u201d or anything else you please. You\u2019ll likely want to put this group at either the start or end of the section rather than in the middle. Now we\u2019ll drag our commonly used items from the left column into the right. For example, we might want to pull over \u2018New Email\u201d or \u2018Send\/Receive All Folders.\u201d<\/p>\n

Outlook shows you a list of \u201cPopular Commands\u201d to start with, but you can change the dropdown to see \u201cAll Commands\u201d instead to bring over things like Reply, Reply All, Forward, and so on. You\u2019ll see some items multiple times \u2013 for example, there are two seemingly identical \u201cDelete\u201d options. If you hover your mouse over one of them, you\u2019ll see what it does. In this case, one \u201cDelete\u201d is for calendar items, and one \u201cDelete\u201d is the email one from the Home tab. That\u2019s the one we want. You can also move any of Outlook\u2019s pre-grouped options \u2013 for example, from the \u201cMain Tabs\u201d selections, I can choose Calendar > New, which brings sub-items along with it.<\/p>\n

When we click \u201cOK\u201d, we can now see the new options reflected here in the PCRecruiter tab. Now the PCR Portal saves time switching between the email and the browser, and our freshly customized ribbon saves switching between the tabs in Outlook!<\/p>\n

For more Two Minute Tuesdays, subscribe to this YouTube channel and follow us on Facebook, LinkedIn, or Twitter, or watch your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

Attention users of the PCRecruiter Portal for Microsoft Outlook\u00ae! This week’s\u00a0Two Minute Tuesday<\/a>\u00a0video is for you. 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