Adding Contacts to a Folder
You may add contacts to existing folders or you can create a new folder for those contacts.
Go to the Talent Community section and select the contacts you wish to move. Select the Actions button and options will appear In the upper left, select Add to Folder.
A window will open with the option to add the contacts to an existing folder or create a new folder.
For a new folder, put in the folder name in the Create a new folder window and select Move. The contacts will be moved to that folder
For an existing folder, put the folder name in the Choose a Folder window and select the folder you want. The select Move. The contacts will be moved to that folder.
Managing Contact Information in a Folder
You can add and remove information columns for contacts in a folder. Select the icon on the right side.
This will open the window to add and remove columns from your view. You can also rearrange the order of the columns.
Folder Contact Status
Contacts also have a folder status that will show their specific status for a specific folder. One of the columns you can add to your folder contact view is the Folder Contact Status.
Folder Contact status is used to segment the contacts within a folder and are typically used to show the journey of can contact within a folder. A default set of statuses are part of the base release.
There can also be a Folder Contact Disposition as a sub status of the folder contact status e.g. within a folder contact status New, the contacts can be in Contact attempted or Contacted disposition. This tells the sourcer that the contact is new in the folder and whether he has been contacted or not yet.
Example folder contact statuses and dispositions:
This is an additional level of segmentation that can be designed for specific needs.
To view this Folder Contact Status information, you can add the Folder Contact Status column to your Folder contact view as shown above. To update the status, in the folder view, select as many contacts as you want to update. In the Actions pull-down, select Mass Update.
This will open the window for the items you wish to update. Select Folder Contact Status and the appropriate Folder Status value.
Select Update and the folder status will change for the contacts you selected.
If you go to the Contact profiler page of a user, you can also see and update the Folder Contact Status.