From ROL Help System

What is it?

The 'My Clients' report in Recruit Online shows a list of companies and contacts which are currently being marketed to / assigned to a particular user. It is basically a users' own 'Marketing' or 'Sales' list.

If a user has any clients on their list, their name will appear on the left. Click a user to view their List.
Click the 'View' link on any row to go directly to the record within Recruit Online.
If the next contact date is today's date or overdue, a reminder will appear on the users' Home Menu - Sales Calls list as an outstanding sales call to conduct.

How to Use

How do I Add Contacts to my List?

Search for the Contact / Company in Recruit Online and go into their record
Click on the Contact's name in the list
Click the link 'Add Sales List'
You will automatically be taken to your 'My Clients' screen, where the Edit information will appear.
- If you choose to not change any of the information on this screen, it will use the default settings:
  - Next Contact & Next Visit date will default to today's date + 1 day
  - The Contact Rate Cycle will default to 3 weeks
- The user has the option to over-write the default settings:
  - The Next Contact & Next Visit dates should be set to the dates in which you initially intend to contact and visit the Client.
  - The Contact Rate Cycle can be set to:
    - Week,
    - Fortnight,
    - 3 Weeks,
    - Month,
    - 2 Months,
    - 3 Months, or
    - 6 Months.
- Save Changes to proceed
The Contact will now be added to your 'My Clients' list and on the Main tab of the Company record, your name will appear next to their name as 'Currently Marketing To'.

NOTE: The date fields must be entered. For more info, see Why must the date fields be set?.

How do I Add Contacts to another users' List?

Search for the Contact / Company in Recruit Online and go into their record
Click on the Contact's name in the list
Click the link 'Add Sales List'
- Either change the default settings or keep the default settings, as per instructions above.
Change the 'Assigned To:' drop-down menu to the User required
Save Changes
The Contact will be added to the specified users' List.

How do I Move a Contact from my List to another users' List?

In 'My Clients' screen, next to the Company & Contact's name, click the 'Edit' icon:
Change the 'Assigned To:' drop-down menu to a different User
Save Changes
The Contact will now be removed from your List and added to the other users' List.