Getting Started - PCR·TEN Learning Center

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Getting Started

Logging In
Orientation
Layouts & Widgets
AI Features

User Settings

Adding Users
Modifying Users
User Security
User Preferences
Google Sync Setup
Email Settings

Database Configuration

Source List
Database Outgoing Mail Setup
Inactivity Timeout
Regional Options
Automations
View User Logins

Working with Records

Add Records
Record View
Name Records
Company Records
Position Records
Summaries
Attachments
Notes
Keywords
Feedback
Change Log
System Record Settings

Searching

Introduction to Record Searching
Quick Search
Record Search
Record Grids
Activity Search

Applicant Tracking

Pipeline
Placements
Presentations
- Candidate Presentations Setup
- Sending Candidate Presentations

Communication

Send an Email
Creating Form Letters
Private Email
Using PCRMail
PCR Notifications
Email Setup
Mass Email

Calendar & Activities

Track Activities and Follow-Ups
Activity Types
Activity Defaults
System Generated Activities
Schedule

Lists

Creating and Configuring Rollup Lists
Working inside of Rollup Lists

Analytics & Reporting

PCR Analytics
Standard Reports
Custom Reports

Sequencing

Simple Sequencing
- Simple Sequencing
Advanced Sequencing

Profile Forms

Creating Profiles
Using Profiles Internally
Using Profiles Externally
Profile Settings
Profile Questions
Profile Automation
Profile Custom HTML
Profile Expiration
Formatting Question Text with HTML
Add to Rollup Based on Answer

Integrations

Developer API
Zapier
Export Placements to QuickBooks

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PCRecruiter Learning Center
PCR TEN (Early Release)
Getting Started

Getting Started

Learn the basics of logging in and navigating within your PCR database.

Logging In
Orientation
Layouts & Widgets
AI Features