Tamago-DB

Dashboard 6

• Due tasks
• Upcoming events
• Pipeline
• Ratios
• Status : This/Last month

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Pipeline 2

• Adding to and managing the pipeline
• Attachment submission

Events 6

• Meetings
• Create a Meeting
• Interviews
• Create an Interview
• Send out calendar invites for an interview or meeting

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Search 12

• An introduction to searching and filtering
• Grid Filtering
• Quick Search
• Advanced Search
• Search result details

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Shortlists 7

• What are shortlists?
• Create a Shortlist
• Shortlist notes
• Sharing and unsharing a shortlist
• Color category and status in the shortlist

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Notes 4

• Viewing Notes
• Adding a Note
• Editing a Note
• Deleting a Note

Attachments 3

• What languages does the attachment parsing feature support?
• I realize that attachments parsing is not a perfect science, but what kinds of issues should I look for?
• How can I import a contact to Tamago-DB?

Email 13

• Linking Email Account
• View synched email messages
• Set the default email app or web browser on your Mac
• Mass Email
• Send personalized email to multiple contacts

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Import/Export 5

• Tamago-DB CSV Import
• Import from Outlook
• Export data to CSV, Excel, and other formats
• Import from Gmail Contacts
• Initial Data Migration

Reporting 5

• Forecast
• Snapshots
• Overall Status
• Overall Progress
• Overall Performance

Data Management 5

• Merging Duplicates
• Tags
• Employment History Dates
• Document Viewer
• Claiming

Administration and Security 14

• How do "User", "Admin", and "Super Admin" permission roles differ?
• "User settings" versus "Administration" settings
• How to manage (change) the settings of the user?
• How can I add a new user to the agency ?
• Customizing drop-down menus

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Hiring Page 4

• Job board
• How do I add a public registration form to our website?
• Embedding public jobs on your website
• Publishing jobs

Tamago-DB Overall Training 5

• Resetting Password
• Manage Data Security & Protection
• Introduction on the agency setting
• Manage Default System Settings
• Contact Record Types

Tamago-DB Updates　 13

• Subscribe to our release update mailing list
• Update 2018-09 : Add contact to shortlist, Search bookmarking, Expanded search results and additional meta information
• Update 2018-08 : Mass Mailer, Matching & Performance Report
• Update 2018-05 : Performance, Document Viewer, Notes, Boolean Search, Reporting, Interview stages, Dashboard, Grid Sorting, Source Type, CSV Import, Contact Information Description
• Update 2018-01 : Document Viewer, Advanced Search, Multi-tag edit, Activity Sidebar, Registration

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FAQ 3

• How can I see my recent activities within Tamago-DB?
• Missing scrollbars using Safari on a Mac OSX
• What does "This company has not been associated with a company record" mean?

Manuals 1

• Tamago-DB Quick Start Guide