Notes

 Notes in Aura ATS are a versatile and user-friendly feature that allows you to record and organize essential information about your prospects and contacts. Whether jotting down meeting summaries, capturing key details from phone calls, or documenting important insights, Notes provide a centralized space for maintaining a comprehensive record of your interactions. Notes are a simple method of recording thoughts, or important information about your prospect or contact.

Key Features:

  1. Simplicity: Create and manage notes with ease using a straightforward interface designed for user convenience.
  2. Organization: Categorize and organize notes based on contacts, opportunities, or any other relevant entities within Aura ATS.
  3. Search and Retrieval: Easily search and retrieve notes using keywords or filters, ensuring quick access to specific information when needed.
  4. Accessibility: Access your notes from anywhere within Aura ATS, allowing for seamless integration into your daily workflow.

Creating Notes:

  1. Navigation: Log in to Aura ATS and navigate to the contact, opportunity, or relevant entity where you want to create a note.
  2. Locate the "Notes" Section: Look for the "Notes" section within the entity's profile page or a designated notes tab.
  3. Initiate a New Note: Click on the "Add New Note" or a similar option to initiate the note creation process.
  4. Title and Content: Provide a descriptive title for the note and enter the content, recording important thoughts, details, or observations.
  5. Save and Attach: Save the note, ensuring that it is associated with the relevant contact or entity. Some systems may allow you to attach notes to multiple entities for cross-reference.
  6. Optional: Categorization and Tags: Optionally, categorize the note or add tags for easy organization and retrieval.
  7. Review and Edit: Review the created note for accuracy and completeness. Edit as needed to update or add additional information.
Conclusion: 

Congratulations! You have successfully created a note in Aura ATS, providing a simple yet effective method for recording and organizing important information. For further assistance or inquiries, refer to the detailed help documentation, contact our support team, or explore other features within Aura ATS to enhance your recruitment and sales workflows. Aura ATS is committed to providing an intuitive platform for all your organizational needs.