Search results for Grid View

225 articles found

• How to Connect Clockwork's MCP Server

  The Clockwork Model Context Protocol (MCP) works with AI assistant applications that support custom MCP servers. Once you've selected an application like Claude or ChatGPT. Now it's time to connect!

• Mail Analytics

  In this support article, we will go into more detail about how you can leverage Mail Analytics following Mass EMail. Emails sent from gridview and people view using the send mail feature, will be

• Firm Settings: Billing

  Overview Subscriptions are controlled with ease through the automated billing module in Firm settings. Managed in application by Partner or Admin users only. Firm Settings Go to Firm settings to

• Finance: Team Report

  In this article we will detail the functions inside of the Team Report. Firm Users will be added to the Finance Team Report with data that is retrieved from the Fee Structure Card. If a user is found

• Company Enrichment Integration

  This article covers how to set up and use the Company Enrichment integration found in the Integrations tab of your Firm Settings. The Clockwork Company Enrichment Integration uses data providers to

• Person Enrichment Integration

  This article covers how to set up and use the Person Enrichment integration found in the Integrations tab of your Firm Settings. Note: Only users with a Partner or Admin role can access and manage

• Candidate Panel: Overview

  The Candidate Panel allows you to review all the details of a particular candidate and allows you to edit the data with ease. The Main Panel Area provides an overview of the candidate's position,

• 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

• 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

• GDPR Questions Answered

  This article will answer many questions that are asked about how General Data Protection Regulation (GDPR) will affect Clockwork Recruiting on our online Executive Recruiting platform. For more

• Google Integration: Docket

  The Google Integration updates the Task Panel to the Docket Panel. The Docket Panel provides the ability to connect Docket Events in Clockwork to your Google Calendar. You can add, edit, decline, and

• 365 Integration: Docket

  The 365 Integration updates the Task Panel to the Docket Panel. The Docket Panel provides the ability to connect Docket Events in Clockwork to your Outlook Calendar. You can add, edit, decline, and

• GDPR/CCPA Privacy Policy

  Privacy Policy Implementation In this article, we will walk you through creating, managing, and maintaining your privacy policy compliance in Clockwork, and sending your Privacy Policy to people for

• Custom Fields: Project Dashboard

  When adding or editing a Custom Field you have the option of including the field in the Project Dashboard. Checking the "Include On Dashboard" will allow for the Custom Field created to be viewed

• Mail Analytics

  In this video we cover viewing email analytics for outreach to people including: Opened Read Bounced Marked as spam

• Mobile Project Dashboard: Notes

  Project Notes can be viewed/edited/deleted by clicking on the “Notes” button at the top of the Dashboard. In the Add Note window, you can select a Note Template and Type. There is also the option to

• Accessing the Support Center & Knowledge Base

  This article will show you how to access the Clockwork Support Center and Knowledge Base (KB) while you are using the Clockwork Recruiting platform. 1. Click on the circle in the top-right corner

• Icons: Unread Notes Indicator

  Unread Notes Indicator If a red circle appears next to a candidate's name this indicates that notes have been added to that candidate that have been unread. You can click on the candidate to access

• Account Setup

  This article will provide the step by step process to create an account as an invited Client to a project within Clockwork. As a Client, you will receive an email once the invite is sent out by a

• Google Integration: Document Card

  Inside of the Person/Candidate Panel the Documents card will display the Google Drive icon once connected and the document is uploaded using the Integration. The Integration makes it easier to share

• Notification Center

  In this support article, we will cover the Notification Center. Users will be able to see a badge number indicating that an unread change has been made inside of your Firm Environment. The following

• Firm Settings: Workflow

  In this Workflow support article, starting inside of the Firm Settings, we will walk you through creating your own system. The Workflow will allow Users to create automatic reminders to basic tasks

• 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

• 365 Integration: Document Card

  The 365 Integration makes it easier to manage candidate, client, and project documents across your Clockwork and OneDrive environments. You can share more documents with clients, edit documents

• Firm Settings: Add/Edit Users

  Subscription Services - Adding User Seats to your Account All Subscription services contracts Terms are annual or multi-annual, whether they are paid with annually or in monthly installments payment