Call backs

You are able to setup call backs for candidates, contacts, companies or company locations. These will then populate the users My Infinity panel for Next 7 Days, Today or Overdue. When accessing the lists within the My Infinity panel you will open a list of the candidates or contacts (Company or Location).

Call Backs box (candidate record)

Call Backs tab (Company record)

Call Backs in an event log

Call Backs from the Comms Centre

Call Back Lists

*1 - Set User Options for Review List Mode

*2 - See Call Back Permission

Call backs cannot be set for a particular time, if you require to have a reminder then utilise tasks, which can have a reminder set to it which will pop up with Outlook

Candidate

You will find the call backs area in the candidate record tabs this area will show the call backs that are set for this candidate.

Overdue call backs will be highlighted in red.

Contact / Company / Location

You will find the Call Backs tab at the bottom of the Company record, if you wish to look at call back area for a location or contact you must select the location or contact prior to clicking on the call back tab.

To add a new call back to a record. Click the Add New button

Choose the Type of the Call Back

The Call Back will now show on the Call back list in the candidate screen and in your My Infinity panel

• Click the Call button on the call Back grid columns.  By clicking on the Call button directly, Infinity assumes that you will be making a phone call to the candidate. If you are emailing the candidate to catch up, then click on the arrow to the right of the call button and choose your method of communication. If you choose email, Infinity will give you a choice of the email addresses that the candidate has to email. When you choose an email address, Infinity will open the comms centre. Once you have logged your call against the candidate (please see Add events for more details) put a tick in the completed box and the Call back will be marked as completed.

If you need to remove a Call Back that doesn’t need to be completed or you have completed directly on the Add Events button then you can delete the call back record.

• Highlight the Call Back or use shift or control to multi-select call back entries that you need to remove and click in the delete button on the Call Back grid. If you click the main button Infinity will delete the single call back that is highlighted, if you click the arrow to the right of the rubbish bin icon you will be able to delete all call Backs in bulk.

To view the Call Backs that have been completed, click on the icon that looks like an eye. This is the show all option. You can also utilise the Call Backs Report or Completed call backs report to review them.

Show all the Call Backs allows you to filter which Call Backs you view. Use the radio buttons to choose which Call Backs you want to see.

Active (Overdue & Today Onwards) will show the Call Backs that are still outstanding

Completed will show the call Backs that have already been marked as being completed.

You can also Add, Edit, Call and Delete your Call Backs from here.

Video Overview

If you require further assistance please contact Voyager on :

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