How can I approve records?

The process of approval ensures that the candidates/contacts captured through a website are valid and is assigned to one of the Administrators who can update the data with additional information.

To approve candidates:

  1. Click the Candidates Tab.
  2. In the Candidates Home page, under Candidate Tools section, click the Approve Candidates link.
  3. In the Candidate Approval page, select the candidates for approval.
  4. Click Approve.

To approve contacts:

  1. Click the Contacts tab.
  2. In the Contacts Home page, under Contact Tools section, click the Approve Contacts link.
  3. In the Contact Approval page, select the contacts for approval.
  4. Click Approve.