When you open an email in Outlook, Ebsta runs an automatic search* for the person's name and email address - for example, "John Smith or [email protected]" - and notifies you of what relevant content exists in your database via the blue notification bar.
If a matching record exists, the blue bar (which drops down from the top of Outlook) will provide a snapshot of key information held in your database; key Contact information and previous Activities that have taken place between the contact and your company.
* When Ebsta runs its automatic searches, it will check the record has not been deleted and does not have a status of "archived". Also any records in Bullhorn set to "private" will only be displayed to users who have the necessary permissions to view the record.
With a matching record found you can easily save emails and attachments to Contact, Candidate and Company records using the Add Email and Add Attachment buttons in the bar.
By opening Ebsta's Bubble, you can also edit the record, manage Tasks and record Activities without leaving Outlook.
If no matching records are found when you land on an email in Outlook, Ebsta's blue bar will look something like this:
You can easily create a new Contact, Candidate or Company record in Bullhorn for this person without leaving Outlook by clicking on the Ebsta icon in the bar. Ebsta will pre-populate key fields from information in the email and all you need to do is click save to add the record to your Bullhorn database.
Multiple Search Results
Ebsta may occasionally show multiple results for a search, particularly if it is for a common name, such as "John Smith". In this case, Ebsta will prioritise the search result by a matching email address. If the email address does not belong to a record, then Ebsta will order results by the most recently created record first.
If Ebsta does not display the correct record, you can check the search results by clicking on the Ebsta icon to then navigate through to the correct record.