Search results for delete project

253 articles found

• Third Party Landing Page

  In this Support article, we will guide you through the changes that you will see when importing candidates into Clockwork with a Third Party Extension Landing Page is now People View with the Person

• How to Select Your Document Folder with Google or 365

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

• Mobile App: Person Panel

  The Person Panel in the Mobile App allows you to review all the details of a particular person and allows you to edit the data with ease. The Main Panel Area provides an overview of the candidate's

• Pro Tips: Chrome Extension

  On 5 May 2026, Beth, DaMarr, and Jay joined “Pro Tips” to discuss and explore the new look for the Chrome Extension. The extension adopted a side panel architecture to improve interface stability and

• The Check-In: Person Panel Webinar

  Clockwork's Person Panel brings the latest in UI/UX design to the world of Executive Search. Through extensive research and testing with our users, Clockwork has developed an innovative

• Research Criteria: Rate Candidates

  Candidate Rating in Grid View: When Research Criteria questions are present on a project, an additional “Rating” column is available in Grid View. In this version, Ratings are only available in Grid

• Report Not Received

  There are 2 possible reasons why you did not receive your export report: Your report did not successfully export from Clockwork. Your report successfully exported but did not successfully make it to

• 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

• Mobile App: Person Note

  Follow the steps below to successfully sort through your notes and learn all of the hidden features inside of the Mobile App. Inside of the Person Record, click on the Notes button with the number

• 365 Integration: Email View

  The Email view inside of the Person Panel will display the captured email correspondence for each User that has the Integration connected. Users with Admin or Partner role are the only users with the

• Google Integration: Email Tab

  The Email tab inside of the Person Panel will display the captured email correspondence for each User that has the Integration connected. Users with Admin or Partner role are the only users with the

• Deals: Team Members & Tasks

  Add a Team Member to a Deal To add a Team Member to a deal please select your Deal then click "+Add" within the Team card. A drop down will appear allowing you to search for a person within your

• Email Integration: What is it?

  The Clockwork Email Integration tool targets the communication of users and prospects alike, and transforming your recruiting process through a clear, easy-to-use communication medium: emails. Users

• Quick Search: People

  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 People.

• Candidate Panel: Header

  Below is a brief overview of the Candidate Panel headers found within the New Grid View. View or edit the Candidate status, visibility, email, phone, full profile link & more. Click "Projects" in the

• 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

• CSV IMPORT - BEST PRACTICES

  Before you begin preparing your data, it's important to become familiar with a few general Best Practices when it comes to preparing your file for import. These Best Practices guide you in learning

• Relationship Tracking

  Relationship tracking is a very useful way for you to see connections in your database. This article will detail how to add a Relationship to a Person's profile. Below are the instructions for

• Add/Edit/Merge Tags

  Tags Tab Under the Tags tab is where you manage tags which are useful for categorizing data in Clockwork. Searching through large amounts of data is made easier through the effective use of Tags. Add

• Candidate Portal: Removal Request

  In order to be in compliance, Firms will need to proceed with the Removal Request when they are emailed with a link to the firm users. Upon completion of the request, the candidate's record in the

• Pendulum: Bad Sender System Address

  ERROR Users may attempt to send an email within Clockwork and receive the error below. Often when this error occurs, the User is signing into CW with one email then attempts sending emails through CW

• 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

• 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

• Custom Fields: Person

  The Person Custom Field is an Add On Service for Pro Tier Firms. The custom field selections must be requested and turned on by the Firms’ Account Manager. Users can Search and Filter Person Custom

• 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

• Clockwork's GDPR Compliance

  Our Commitment to You and the Protection of Your Data We are committed to partnering with Clockwork customers and users to help them understand the General Data Protection Regulation (GDPR). The GDPR

• CSV Import: Creating New Contact vs Updating on Existing Contact

  Question When importing a .CSV file, how does the system differentiate whether there is a new contact that needs to be created versus if a contact's info needs to be updated? For instance, if there

• 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

• Candidate Panel: Notes-Filtering

  You can filter Notes Tab a number of ways within the Candidate Panel. Users Note Types Specific Time Period All Contexts (Projects, Deals) Filter through UsersType or select the name you are looking

• CSV IMPORT - SECTION 2 | DATA PREPARATION

  At the core of your search projects is your database: a place for you to store, update, and utilize to populate contacts into your search projects. Overview 1. Read our Best Practices. A database is

• Tags - Download Report

  1. Click the "tags" tab and click "download." A csv tags report will download automatically. 2. The csv tags report will include every tag along with the counts related to companies, people, deals

• Deactivated User Data Retention

  You will never lose data as a result of deactivating a user. That user will remain a team member on any projects that they were on prior to being deactivated, and any notes they have made and/or

• Analytics: Note Timeline Report

  In this article, you will learn more about the Note Timeline Report under the new feature " Analytics". Note Timeline Report: You can find the aggregated note activities across Objects created by

• User Generated Reports: Tag List

  Tag Export (xlsx) Attributes: ID Name Description Companies (count) People (count) Deals (count) Projects (count) These are not available for selection by the user. Click "Tags" at the bottom left,

• Turn the Home Dashboard On and Off

  You can toggle the Home option On or Off by following the instructions below. 1. Within Clockwork, access your Firm Settings by clicking on the Clockwork logo. 2. You will then select the Settings

• The Check In: Using Notes and Mentions For Collaborating

  This time on The Check-In, Dane from Clockwork’s Sales Team joined us to look at how Mentions will work and how to use notes more effectively including: Where you can mention users and clients and

• Person Panel: Header

  Below is a brief overview of the Person Panel header found within the New People View. Add a note or task, view the Person’s LinkedIn, or email and call with a simple click to the action icons below

• Department & Industry

  Industry When you Update a company record, this will bring over the Industry from LinkedIn. The LinkedIn URL must be in the company record to accomplish this. We also indicate on the company that the

• People: Overwrite Position and Education

  This article will cover a feature that will assist with strong data integrity for your Position and Education cards in a person's record. This includes ensuring that Company data is source-able,

• Download a Contact Record

  Here is how you can download a Person to share, back up, or review. First, open the appropriate Person Panel. You can also Quick Search or search through your People tab. Once you have the Person

• The Check In: What Influences And Drives Product Updates In Clockwork?

  If you weren't able to attend, Jessica Burgos from Clockwork’s product team joined Tatiana Grebennik from Clockwork’s success team on “The Check-In” (a monthly webinar for Clockwork users) to focus

• 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.

• Upload a Logo for a Client's Company

  If you are ever stuck and wondering how to upload a Logo for a client's company, then keep on reading as we lay out the steps on how to do it. Pull up the company’s record by searching for the

• People: Search Match Pop Over

  This article reviews the Search Term Matching Pop Over available in the People view. This feature enables you to see where your search terms match a person's record. Navigating to the People view,

• 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

• 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

• Companies Search

  Below is an overview of how to utilize the Keyword Text Search inside the new Companies view. Start by entering the keyword(s) in the search bar above the Companies Table. By clicking the blue arrow

• Candidates: Data-Duplicate Information

  PLEASE NOTE: As a rule, Clockwork does NOT destroy data. We never eliminate/override/delete existing data. The computer doesn't know what is important, so we keep all data. Specifically, For most

• How to Create API Keys

  Each firm has a Firm Service Key which is unique to the firm. Each user has a API Key and a Secret Key which is unique to each user of the firm. Instructions to create keys are below: Navigate to

• Deals: Search & Filtering

  Users can filter through their deals to locate a Deal quickly. Deal Filter Options include: Leads, Users, Statuses, Stages, Start Date, & Close Date. Text Keyword Search The Deals Search omnibox