*This page was machine-translated from Japanese and may contain inaccuracies.
Unless otherwise stated, this site describes the system using typical names and layouts commonly adopted in recruitment agency operations.
In the list screen, click a record title to display the Detail screen on the right side of the screen.
On the Detail screen, you can review the data in the record and any related linked records.
①Resource Name
Displays the resource name of the selected record.
②Title & ID
Displays the title and ID of the record in the format “Title (ID)”.
Note: Depending on the resource, the field treated as the title differs.
③Pin
Click the Pin icon to pin the record.
The Pin feature is available in the Client, Job, Resume, Process, and Activity resources,
and can be used as a filter condition when searching.
Pins are saved per user and cannot be shared with other users.
(Pinned records are stored in your browser cache.)
④[Next][Previous] < >
On the Detail screen, you can open the next record / previous record.
⑤Duplicate
This button is shown only on the Personal-Data and Resume screens.
For how to handle duplicate data, see “Duplicate Check and Data Merge”.
⑥Mailbox
Open the mailbox for the Resume, Contact, or Recruiter you are viewing to check the email send/receive history.
For details about the Mailbox screen, see Confirm Sent / Received mail.
Note: Only shared mail can be viewed.
⑦Share data
Click the [Share] icon to copy a share link or share it by email.
⑧Print View
Use this when you want to print the Detail screen.
For detailed print settings, check your browser settings.
⑨Action menu
The Action menu is a general term for the menu (button) used to run actions
on a record from the list screen or the Detail screen.
Use this when you want to edit the record you are viewing, etc.
⑩Quick navigation tabs
Without scrolling the record screen, click each tab to jump to that section.
The number in parentheses ( ) next to each tab name shows the number of records.
⑪Detail screen
Displays details of the selected record.
⑫Sublist
Shows information related to the selected record as sublists.
The number in parentheses ( ) next to each name is the record count.
Note: Up to 1,000 records are shown for each sublist.
Records in each sublist are ordered as follows.
If the date/time is the same, records are sorted by ID in descending order (newer above, older below).
| Sublist | Resource Name | Criteria |
|---|---|
|
Sublist | Recruiter Sublist | Job Sublist | Resume Sublist | Contract Sublist | Attachments |
Descending by “Data Update Date (Alias: XXX.P_UpdateDate)” |
| Sublist | Activity | Descending by “Date/Time (from) (Alias: Activity.P_FromDate)” |
| Sublist | Sales (Sublist | Revenue) |
Descending by “Enter Date (Alias: Sales.P_EnterDate)” |
| Sublist | Phase History |
|
| Sublist | Process History |
|
| Sublist | Process |
Note: Applied in order from the top. |
Hover between fields in a sublist title row to adjust the column width.
The adjusted width is saved per browser and applied the next time you open the same screen.
Settings are saved per browser, so for example, adjusting the width in Google Chrome will not be reflected in Microsoft Edge Chromium.