If you use the popular email client Gmail, this extension is for you! You can add the Google Chrome extension by clicking here.
Upon receiving an email in your Gmail inbox, you may quickly activate the Adapt Gmail extension by clicking on the icon at the top of your browser window. If the email address is found on a record within your Adapt system, various options are made available. If the email address is found on more than one Adapt record, it’s easy to cycle through the records and find the correct one.
Adapt Gmail Google Chrome extension quickly displays contact details (left) and enables you to run workflows in Adapt without leaving Gmail (right).
Review details – general details of the person are displayed on the initial screen. Tabs across the top allow you to review notes, submittals, journal entries and tasks
Activate workflows – take action on the candidate record from the Gmail extension workflows menu. Easily log a phone call, send a text message, add a note, submit for internal interview, shortlist the candidate or create an email follow-up task
Open entity – with a click of an icon, the Adapt candidate record opens in a new window, giving you direct access to all the segments and full information about the entity
Tag the message – the tagback screen enables you to tag the email back to the Adapt record. Should the email contain multiple entities, simply tick each name to save the email to each record
Add attachments – if the email contains attachments they can easily be linked back to the Adapt record. If one of the documents is a CV, this can be imported and run through the Adapt CV import tool. The import process can also be activated even if the email address is not associated with an entity in your system