Version 7.0.3 of the PRS added a Reassign command button to the Consultant Client/Candidates Tool. This command allows you to reassign all client/candidate ownership entries from one consultant to another with a single command. The Reassign command is very handy when a consultant leaves and you need to assign all their clients and candidates to another person — here’s how:

You are not confined to linking text based documents in the PRS — you can link any type of document including photos. Here’s how to link a photo to a Personnel record:

To view or email the photo, go to the Personnel record and press the Goto button next to the linked photo document in the Documents list, the photo will open in whatever application your PC associates with the photo file.

If you want to email out one or more linked documents there’s no need to open your email client and then rummage about in document folders for attachments — all you need to do is:

Once you’re done composing an email or an SMS message press the F7 key before you send you email.

To edit PRS data you need to unlock the record — if you find yourself getting tired of constantly clicking the lock icon try using the F4 key, most users find this more convenient than using the mouse.