Creating a list
Record lists are some of the best ways to organize your candidates, contacts, companies and jobs in CATS. Creating a list allows you to manage multiple records from one location, without having to do various filtered searches and apply your actions separately.
Create a List
In order to create a list in CATS, you will need to have an initial set of records that you would like to add to that list. After using filters or boolean terms to narrow down your list, you can use the Actions dropdown to select Add to List.
From here, you can select a current list, or click on the Add New List link to create a new list to add your records to. Click Add to Lists to then add those records to your newly created list.
Once you have a list created with the desired records, you're ready to start performing actions using those records in the list. From any record tab (Jobs, Candidates, Contacts or Companies) you will have the ability to access your lists by click on the Lists link in the More (...) menu from navigation on the left side of the screen. This will bring you to your lists grid, where you can open a specific list to perform an action on by clicking on its name.
Once inside your specified list, you will be able to perform most actions on these records that you would inside of any other grid. Just click on the Actions dropdown in the bottom left corner of the grid and select the action that you would like to perform.