Preparation
Before you start, you will need the following:
Admin Access to Bullhorn
Your Universal URL from Exenai
Instructions
Step 1. View Layout
In Bullhorn, from the Main Menu click on Admin and then View Layout
Step 2. Select Entity
From the drop down, select the entity that you want to add Exenai Video to.
Supported Entities:
Candidate
Contact
Company
Opportunity
Vacancy
Step 3. Add Custom Tab
Click on the Custom Tabs tab.
Enter the following information as shown above
Name of the tab : Exenai
Enabled : Check the box
URL : Enter the URL provided by Exenai as part of your onboarding
Partner Name : Exenai Partner (if you don't have this listed, you can ignore this field)
User Types
User Types
The User Types enables you to deploy this custom tab to selected User Types or Groups, as configured in your Bullhorn tenant.
Type the start of the name of your User Type or Group and select it from the list. You can add multiple User Types and Groups
Step 4. Add Customer Menu Actions
Click on the Custom Menu Actions tab.
Enter the following information as shown above
Name of the Action : 'Record a Video' or 'Send a Video Message'
Enabled : Check the box
Select Location : (you can repeat these steps for each location, see below for mor information on locations)
In a record, on the menu
On a record list, in the Update section
On a record list, in the Action section
URL : Enter the URL provided by Exenai as part of your onboarding
Partner Name : Exenai Partner (if you don't have this listed, you can ignore this field)
User Types
User Types
The User Types enables you to deploy this custom menu actions to selected User Types or Groups, as configured in your Bullhorn tenant.
Type the start of the name of your User Type or Group and select it from the list. You can add multiple User Types and Groups
Locations
In a record, on the menu
This shows in the Actions menu inside a record.
On a record list, in the Update section
This shows in the Update section of the Action menu in a List
On a record list, in the Action section
This shows in the Actions section of the Action menu in a List
