Editions Available: Corporate;Enterprise

Audience: Administrative Users

Using the Bullhorn for Email Gadget in Outlook

Required Features: Microsoft Office 365 or Microsoft Exchange 2016

This article will cover:

• Accessing the Bullhorn for Email Gadget in Outlook
• Using the Bullhorn for Email Gadget in Outlook
• Where to Find the Bullhorn for Email Gadget

An email integration is required to use the Bullhorn for Email gadget.

Accessing the Bullhorn for Email Gadget in Outlook

Steps

1. In your web browser, log in to Bullhorn.
   
2. When prompted in your browser, enable pop-ups.
   
3. In Outlook, select the Bullhorn for Email icon.   
   • The gadget will open on the right hand side of your screen.
     
     
4. Log into the gadget using your Bullhorn credentials.
   
   

You are now logged into the Bullhorn for Email gadget.

Using the Bullhorn for Email Gadget in Outlook

Select an email within your inbox and click the Bullhorn for Email icon to access the gadget. The gadget will search your database for the sender's email address to locate the associated record.

Reviewing Record Information

The header of the gadget displays information about the associated record in Bullhorn.

Steps

1. Click a hyperlink to automatically open the record in your Bullhorn window.

2. Select the Actions drop-down to quickly add a note or task to the record.
   
   

3. The footer of the gadget displays different information depending on the type of record you're viewing:

   • Candidate: Resume and recent notes.

   • Contact: Open jobs at the contact's company and recent notes.

   • Lead: Recent notes.
     

Handling Attachments

Select the email body or an attachment to parse it into Bullhorn as a new or existing record.

• New record - Opens a new tab in your Bullhorn window so you can review the information before adding the record.
• Existing record - Opens a new tab in your Bullhorn window so you can confirm which record you want to parse over.
  

You also can add attachments to the Files tab for existing records.

• The Attach button must be clicked for the attachment to appear within Bullhorn.
  
  

Where to Find the Bullhorn for Email Gadget

The Bullhorn for Email Gadget in Microsoft email environments has changed to a vertical layout. When the gadget is expanded, it opens as a slide-out on the right side of your screen.

Microsoft Office 365

In the Microsoft Office 365 environment, please refer to the image below.

Microsoft Outlook 2016

In the Microsoft Outlook 2016 environment, please refer to the image below.