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Departments

You can now configure departments within companies, and then assign those departments to contacts within that company.

James avatar
Written by James
Updated over a week ago

All About Departments in Vincere and Notes

⭕ Creating and Managing Departments

To create a department, follow these steps:

  1. Navigate to the Department Section: Go to the Company profile > Click on the Department tab (Located below the header)

  2. Add a Department: Click the add (+) button.

⭕ Assigning Contacts to Departments

To assign a contact to a department:

  1. Open the Contact Profile: Go to the profile of the contact you want to assign.

  2. Click on Work information, in the Department field > Choose the relevant department(s) from the Department drop-down menu

  3. Once done, click on Save

📝 Note: Contacts can belong to multiple departments. If a department is deleted, it will also be removed from all associated contacts.

📝 Important Notes

  • Unique Departments: It is not possible to create duplicate or blank departments.

  • Permission Management: Administrators can restrict consultants from adding or editing departments. This is crucial for maintaining integrity, especially with integrations like TimeTemp. Removing a department can have wider impacts.

⭕ Viewing Contacts in Departments

You can easily see the number of contacts in each department and get a quick overview of who they are:

  1. Navigate to the Company Profile: View the department section.

  2. Hover to See Details: Hover your mouse over the figures to see the contact names.

This feature allows you to quickly understand the distribution of contacts across different departments within the company.

By efficiently managing departments and contacts, you can maintain a well-organized database, ensuring all team members have the necessary information at their fingertips.


Happy Recruitment #TheVinnyWay🤩

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