The configuration tool allows you to create any field you'd like in your Candidates, Contacts, Jobs, Company records & Placements.
Custom fields can be used to store information for which Vincere doesn’t have a default field. For example, if you recruit for an industry where Candidates need to meet certain compliance requirements in order to be considered for a role, custom fields can be a great way of recording whether the Candidate is compliant. Or if you want to record how much experience a Candidate has in a particular Job function – for example, the amount of time that’s passed since they received a particular professional qualification – you could store this information inside a custom field.
Custom fields are then fully searchable in both Boolean and Advanced Search. This can ensure that the wrong people aren’t accidentally shortlisted for a Job or added to a mailing list.
Check out the video below for more info on how to get going and set these up:
To add custom fields to a record type inside Vincere, go to Settings and then Field Configuration:
Here, you can choose what type of record you want to add a custom field to – Companies, Contacts, Jobs and Candidates.
Once you’ve decided which record type to add a custom field to, drag and drop the type of custom field you want to add from the Tools menu. You can add eight types of custom fields to a record inside Vincere. Check out this article for more information about the Custom Field Types - HERE.
Once you’ve chosen which type of custom field you want to add simply click onto it and it'll appear in your list of custom fields.
Next you need to give it some character and configure this field for your company. Press the edit button on the custom field, give it a name and choose any relevant options for the field.