Shortlists

What are shortlists?
"Shortlists", often called "tear sheets" in other systems, are interactive lists of candidates potentially applicable to a given search....
Wed, 21 Feb, 2018 at 1:54 PM
Create a Shortlist
A new empty Shortlist can be created using the '+'-menu on the top left of your screen. A modal will pop up asking the new Shortlist'...
Wed, 21 Feb, 2018 at 1:14 PM
Shortlist notes
For each Contact in the Shortlist, you can add a small note. This note will show up on the Contact's record. To show the notes for each Contact...
Wed, 21 Feb, 2018 at 2:30 PM
Sharing and unsharing a shortlist
Click the edit button on the top right when viewing the shortlist. A modal will popup allowing you to select the users to (un)share this Shortlist w...
Wed, 21 Feb, 2018 at 2:10 PM
Color category and status in the shortlist
The Color and Category field allows the user to keep track of his progress through the Shortlist. The Color doesn't have a set 'meaning' ...
Wed, 21 Feb, 2018 at 2:22 PM
How do I remove records from a shortlist?
Tamago-DB allows you to unshortlist contacts you shortlisted. If contacts were added to the shortlist by mistake or you realized they were no longer a fit ...
Wed, 21 Feb, 2018 at 2:01 PM
Delete a shortlist
Only the owner or an Admin can delete a Shortlist. Go to the Shortlist you wish to delete and click the shortlist edit box button Click [Delete]  ...
Wed, 21 Feb, 2018 at 2:05 PM