Communicate with the Job Seeker
KEY TOPICS:
- Send an Email Message to a Job Seeker
- Send a Text Message
- Document a Telephone Call
- Show/Hide Job Seeker Communications by Mode
RELATED TOPIC:
Communicate with a Job Seeker and Track the Interactions
The Job Seeker detail > Communications tab supports your organization's emailefforts andto textreach conversationsout withto a Job Seeker withby interactive toolsemail and storage capability,text, while also supporting youyour inefforts documentingto document telephone calls.
Accordingly, the tab is divided into a left-hand column for tracking all Communications, plus a right-hand window, serving as a task area for composing and documenting these interactions.conversations.
Send an Email Message to a Job Seeker
From the upper toolbar, choose the Email icon. Then proceed downward and complete the provided menus and fields:- (Optional) Select a Template from the provided drop-down (or leave the selection as: None).
- Review the Job Seeker's email, as populated in the To field.
- (Optional) If applicable, CC and/or BCC other balanceTRAK users by typing a few letters of each name, and select the user from those provided. (To CC or BCC an external contact, enter the contact's email address.)
- Enter a Subject for the message.
- (Optional) To add a file to the message, click the [Attachment] icon, and browse for the file on your computer.
- Enter the message, and format, using a Word-like formatting toolbar.
When the above items are complete, click the [Send] button at the bottom of the window.
Send a Text Message
Document a Telephone Call
Filter Communications
After several Communications with the Job Seeker, it may be beneficial to reduce the accumulated list by mode. By default, all modes are shown.