Ki Tutorials

Staff Overview

We have added the following new features to the Staff Overview:

• New Look and image editing to Staff Photos
• Days Since Last Interaction Dashboard
• Boolean Search for:
  • Notes
  • Hospitals/Facilities
  • Presented Opportunities
  • Linked Clients

Clients that also have KiRetention will enjoy the following enhancements:

• Active Tickets Dashboard
• Boolean Searchable Retention Tickets

Here's a quick video preview of Ki's new Candidate Quick Create.

Candidate Quick Create

We have added the following new features to the candidate section:

• From the Candidate Menu - now we have a "Quick Create" option
• Designed to quickly create one or many on the fly with only the minimum key items you want
  • Basic contact info
  • Specialty
  • Availability date
  • Upload CV
  • Add a note

We will also be creating Quick Create screens for client, opportunity, and staff records soon.

Here's a quick video preview of Ki's new Candidate Quick Create.

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