Consultants
Effortless email integration, online access from anywhere, and task management.
Consultant access
- Secure online access
- Automatic email integration
- Create tasks and reminders linked to specific records
- Consultants get instant updates and a personalised dashboard
- No limit on consultant users
- Login page has email as username and option to reset password, plus automatic access lock with repeated failure
- Consultant's dashboard shows announcements and alerts, with personalised list of tasks and recently viewed records
- Provide automatic alerts of new candidates added to a consultant's personal jobs
- Consultant can edit their own account details
- Consultants can add general tasks or link them to specific records with a note or due date
- Tasks will appear when they are due, plus filtering of tasks based on current page
- Email integration to copy email notes and documents to records automatically
Customisation is available. Read more.

