Updating Interview Questions in Subaccounts

To update the interview questions for a specific user in their subaccounts, follow these steps:

1. Log In to Subaccount:
   • Log into the user’s subaccount.
2. Navigate to Settings:
   • Go to the Settings tab located at the bottom left-hand corner.
3. Access Custom Fields:
   • Click on the Custom Fields tab in the sidebar.
   • Under the Folders tab, locate and click on the existing Interview folder.
4. Add Custom Field:
   • Click the Add Field button.
   • Choose Multi-line for response type (or Single line, Dropdown, or Radio select if preferred).
   • The new custom field should automatically be grouped under the Interview folder.
5. Input Questions:
   • Copy the desired question from your source (e.g., email).
   • Paste the question as the Name of the custom field.
6. Save Changes:
   • Click Save.
   • Repeat the process for each additional question.

Tips:

• Multi-line fields are recommended for detailed notes.
• Adjust field types based on user preference (e.g., Star rating or One through five rating).