This article covers how to find records with Search and explains the project card in detail.
Search screen
The Search tab lets you find candidates, contact persons, co-workers, companies, or projects from a single search field. You can also search by phone number or email address.
Project card
Opening a project from search results takes you to its project card, showing key details such as project type, department, responsible co-worker, project number, and status. For Recruitment or Recruitment and Staffing projects, the card also shows the number of applicants and the number of candidates currently in the pipeline, each opening into a dedicated list. From here, you can also access the project's logs and tasks.
Applicants
The Applicants section lets you review, find, and manage applicants directly in the app. Review pending applicants by swiping through them one by one, or select multiple applicants at once to manage them together. Use Filters to narrow the list down when looking for specific applicants. To update an applicant's information, open their details and edit the relevant fields directly from there.
Pipeline
The pipeline shows the candidates in a given stage. The top tab shows the current step and lets you switch to another. Use the filter icon to narrow the list by status (In progress, Hired, Declined, Withdrawn). The icon next to it allows you to select one or multiple candidates and perform bulk actions such as move to another step, decline, hire, send email or remove from pipeline. Alternatively, tap and hold the name of the candidate for more options.
Logs
Logs show a list of activity recorded on the project. Use Filters to narrow the list by period (Recent, Month, Pinned), by co-worker, or by log category (Added to pipeline, Comment, Customer visit, Meeting).
Tasks
Here you can view and interact with Tasks divided into Incomplete and Completed, and add new ones.