Care Friends Portal

How to navigate your Care Friends portal

Nicola Ricketts avatar Em avatar Neil Eastwood avatar
39 articles in this collection
Written by Nicola Ricketts, Em, and Neil Eastwood
Candidates

Best practice for making initial contact with Care Friends candidates

Our founder Neil Eastwood explains why a phone call is the best way to make contact with your candidates
Em avatar
Written by Em
Updated over a week ago

Progressing a candidate

A how to and best practice guide for progressing a candidate in your Care Friends portal
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Written by Em
Updated over a week ago

Manually adding a candidate

How to add candidates to your portal if the referral was made verbally
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Written by Em
Updated over a week ago

Filtering and exporting candidate data

How to filter and export data from your candidate area
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Written by Em
Updated over a week ago

Duplicate candidates

How to handle multiple expressions of interest from the same candidate.
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Written by Em
Updated over a week ago

Edit candidate details

How to edit a candidate's contact details, new to care status, role or referrer.
Em avatar
Written by Em
Updated over a week ago

How to delete a candidate

How to submit a request to have a candidate deleted from the system.
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Written by Em
Updated over a week ago

Changing the date of a candidate update

Back-date or edit the date of a candidate milestone
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Written by Em
Updated over a week ago

Moving a candidate out of archive

Incorrectly archived a candidate? Had a candidate get back in touch and needing to move them back into live? This article will show you how.
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Written by Em
Updated over a week ago

How to undo a candidate update

A simple step-by-step guide to undoing the last update in a candidate's progress
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Written by Em
Updated over a week ago