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"Recommended Action" column in My Assistant, Matches

Documentation for new "My Assistant" dashboard | My Assistant | Recommended Action

In the Match tab in My Assistant, there is a recommended action column. It can have actions like sending emails from the template list and additionally, it can include the option to create a meeting along with its details

The meeting information and the "create new meeting" action will be shown if these conditions are met

  • The new calendar feature should be activated (check there)

  • The match stage should be checked as Screening or Interview with client (In Maintenance → Match stages → open needed Match stage → checkbox “Screening” or “Interview with client”) (ask your Administrator)
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After finishing those steps, it’s important to understand the following details

  • To be displayed, a meeting should have a match as a related record

  • If the match doesn't have a related meeting, there will be a button to create a new one

  • If a match has multiple related meetings, the last created meeting will be shown

  • If the meeting is in the past, it will be displayed in red, along with a button to create a new one

  • Send email template will be visible if there are available templates that relate current match stage

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