Best Practices when Using the Ultra-Staff Contact Manager                                              

The Applicant and Client Contact Manager in Ultra-Staff provide a comprehensive vehicle to record all types of interaction and correspondence with Applicants and Client Contacts.  From the documentation of telephone calls and e-mails, to the scheduling of future events, the Applicant and Client Contact Manager feature enables users to enter, save and retrieve historical data about all Applicants and Client Contacts. 

The Contact Manager stores a complete history of all types of contact between Applicants, Client Contacts, and the internal Placement Consultants.  Accurate documentation enables searching of Applicant information by Call Reasons, Contact and Follow Up dates.  Additionally, the Applicant and Client Logs allows for the viewing of the Contact Manager entries in one compact display. 

There are also new reports that will assess the productivity and activity for each Consultant, which makes it imperative that the detail is entered into the system.

Whenever any type of correspondence takes place with an Applicant, it needs to be logged within Ultra-Staff.   Below are the Best Practice steps in order to achieve maximum benefit and results from using the Ultra-Staff Contact Manager.