Search results for Custom Fields

121 articles found

• Merge Tags

  You may find yourself needing to merge new tags with an existing tag. Please take a look below for the instructions on how to do it. 1. Click the "Tags" tab. 2. Click "Merge" at the top right of the

• People Data Requirements

  Below is an overview explaining the ability to have LinkedIn URLs required when adding a person to your person database. In your Firm Settings: Setting tab, People Data Requirements now has a toggle

• Search by Client Companies

  In this article, we will show you how easy it is to find a specific Project by using the Client Company as your search term. Head over to the search bar located at the top right of the screen. When

• Quick Search: Company

  Quick Search is a very powerful, easy to access tool that lets you get right where you want to be as quickly as possible. In this article, we will show you how to use Quick Search to find Companies.

• 365 Integration: Firm Settings

  This article will detail the importance of enabling and confirming permissions with 365. Firm based permissions control object authorization at the firm level. The Microsoft 365 integration will save

• Grid View: Rerank Instructions

  Rerank your candidates within the new and improved Grid View 2.0! Rerank button updates the rank of candidates based on the current sort of the table; using the rank text field, you can update the

• Firm Settings: Email Integration Settings

  This feature is available to our Pro Tier Firms. If you are interested in upgrading to "Pro" please contact your Account Manager. The Email Integration Feature allows Firms to enable a setting where

• Firm Settings: Update Firm Profile

  Add/Edit Firm Name You can add/edit your Firm's name following the steps below. 1. Click "Clockwork" at the top left, populating a drop-down that will appear, then click "firm settings". 2. Find the

• Quick Search: Projects

  If you have numerous Projects and you spend time rummaging through them trying to find the one project you need, use the convenient quick search bar that can be found on every page on Clockwork. Head

• Schools Overview

  In this article, you will be shown the features that help you understand where the education card in a person's panel is stored. Schools view allows you to import schools manually, apply Tags, and

• Google Integration: Firm Settings

  This article will detail the importance of enabling and confirming permissions with Google. Firm based permissions control object authorization at the firm level. The Google integration will save

• Long List

  Early in your search, there are generally a larger number of candidates on the project. Rather than thumb through many pages of candidates, going deep into their details, you can quickly run down the

• Firm Settings: Feature Settings

  Application Features Dashboard The Dashboard feature enables your firm users to access the Dashboard in the Clockwork Application. Project Related Settings Gong Report Gong Reports are summary

• Mobile App: People View

  The Mobile App provides a full list of your People Database. This article will support the features and details in order to guide you through the flow of contacting and updating your Candidates. Sort

• Clients: Invitation Not Received

  If you have invited your client to a project and they say they did not receive the email, there are a few steps to take: Check to make sure that you invited them using the correct email address. You

• Create Target Company Lists

  The Strategy tab in a project offers you a way to build a list of Target Companies that your team and clients can collaborate on to define your search parameters. Here, we will show you how to create

• Task: Panel

  Task Creation Users can now create and manage all Tasks within Clockwork from anywhere in the application. At the top right of your screen, you will notice "Tasks". Clicking this will open a side

• Note Email Notifications and Responses

  When you are inside a Project and you view a Candidate's details, there is a note feature which we will discuss in this article. Notifications on Note Creation Responding to Notes Notifications on

• Person Panel: Notes & Email View

  The Person Panel: Notes and Email view provides the capability to send a Note and Email from one place. This article will detail all features including how to send, edit, and delete Notes/Emails

• Deals: Panel

  The Deals Panel will open after selecting your desired Deal name. The panel will hold all information with an ease to add or edit details. Panel Controls Add a Related Project Deals Tags Profile Card

• Pendulum Mail Hook Explained

  The Pendulum mail hook allows you to send an email to a contact and have a copy of that email automatically saved as a note on the person's contact record inside Clockwork. *Pendulum cannot be used