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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 email and text conversations with a Job Seeker with interactive tools and storage capability, while also supporting you in documenting 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.

Send an Email Message to a Job Seeker

From the upper toolbar, clickchoose the Email icon. Then proceed downward and complete the provided menus and fields:
  1. (Optional) Select a Template from the provided drop-down (or leave the selection as: None).
  2. Review the Job Seeker's email, as populated in the To field.
  3. (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.)
  4. Enter a Subject for the message.
  5. (Optional) To add a file to the message, click the [Attachment] icon, and browse for the file on your computer.
  6. 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 screen.

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.