Easily Replace Name Field into the Reference Checking Form

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How to Replace Name Field into the Reference Checking Form

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While working on Word we often face a problem. Many times we want to send a proposal to a new customer. We remember that we have already sent a similar proposal to an existing customer. We open the original file, save it as a new file and search replace the name of the customer. Sometimes the name of the old customer remains and that can create a lot of trouble for you. Here is a brilliant way of using a very nice feature of Word called Fields, so that you never have that particular problem. Instead of manually typing the name of the customer every time what you should do is create a field. Open File menu - Info - Properties - Advanced Properties - the last tab allows you to create custom fields. Im going to create the field called customer name and type the name of one of the customers and just click add. Assume this was your sales proposal. Anytime you need the name of the customer go to this Insert - Quick Parts - Fields. There are a lot of fields, dont get worried. Choose one of

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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Do you have to tell someone you listed them as a reference?

Make sure to let them know immediately each time you submit their name as a reference, so theyll be ready if theyre called (email is fine for this).

Is it bad to use someone as a reference without telling them?

Yes, you technically can list someone as a reference without asking them first. However, it is not advisable to do so because you dont know if the person would be willing to be a reference, or if theyre easily able to be contacted at the time that you need them.

How do you answer a reference check question?

Let Your Companys Policy Be Your Guide Reference Checks in Writing. Never Provide Without the Subjects Approval. Keep Your Answers Basic Confirm the Facts. Provide Warm Recommendations When Possible. Only Speak to Your Direct Knowledge Experience. Work with HR to Provide Safe Negative References.

How do I fill out a reference check form?

Regardless of how its presented, the reference material should include: Business name. References name. References position or title. References contact information. Relationship to the candidate (e.g., supervisor, manager, owner). Date range of employment. Candidates position or title. Job responsibilities.

How do you ask an unknown person to be a reference?

Always ask before including someone as a reference. Send a polite email or call them on the phone, offering a few details about the request including timelines. After your reference agrees, send them your updated resume and details about the position. Follow up in a timely manner, thanking them for their reference.

Can I call a reference that was not listed?

Legally, yes, you can contact references without permission and backdoor reference checking isnt illegal. The decision is up to you, but its highly recommended that you respect the candidates request not to contact certain references.

What does reference check name mean?

A reference check is when a hiring manager, employer, or recruiter contacts a job candidates former workplace to get more information on the candidates performance and skills. The purpose of a reference check is to ensure the candidate has the qualifications needed for the role the employer is trying to fill.

Can I call someone not listed as a reference?

While reference checkers are not prohibited from contacting people not specifically named as references by the candidate, there are a couple of important points employers must keep in mind: Candidates should have given permission, generally, for reference checking to be conducted.

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