It’s almost summer and PersiaHR team is gaining momentum! We share with you another update in the system which will simplify your communications with customers. Now you can send resume to customers directly from applicant’s card page!
To use this feature, you need to go to card of applicant whose resume you want to send to the customer. Go down the page to resume block. Here you have the opportunity to create a resume for the customer.
For more information on how to do this, see the article «How to hide applicant’s contact information from the customer». After resume is created in the upper right corner of the block click Send to customer button.
You will open a window with letter template and attached PDF-resume which the system itself has generated. You can check if the information in resume is displayed correctly — just click on it, download the file and open it.
Next you need to fill out the field with customer’s e-mail address. If the client is connected to your account, select him from the list or manually enter the email address. To quickly connect the customer to your account, click on pencil icon next to e-mail field.
Then specify the subject line and write covering text. We draw your attention: system will offer you a template for cover letter by default. If necessary, you can change it in Message templates section. And in Account data section you can edit your signature, add or remove contact information.
After all the fields are filled, click the Send button, and customer will receive the message with chosen applicant’s resume. In addition, this action will be displayed in History on applicant’s card page and in Journal.
We are sure that this new feature will simplify your work with clients and will promptly inform them about appearance of appropriate candidates for their jobs!
For more information on how to work with customers from your account in PersiaHR see our video.