What this feature does and when to use it?
Recruit CRM allows you to link contacts with one or multiple companies, helping you maintain accurate relationships between people and organizations.
This creates a two-way association:
• View all companies linked to a contact from the contact profile.
• View all contacts linked to a company from the company profile.
You can manage these relationships individually or in bulk, ensuring your database stays organized and easy to navigate.
Use this feature when:
• You want to link a contact to one or more companies.
• You need to add or remove contacts from a company profile.
• You need visibility into which companies have associated contacts.
Before you begin:
• Ensure you have permission to edit Contacts and Companies.
• Confirm that both contacts and companies already exist in the system
• Check that the Select Existing Contacts field is enabled (if managing from the company side).
Step-by-step instructions
Link a contact to a company
Open the contact profile → click Edit, which is the pencil icon on top of the Contact profile.
In the Company field, search and select the company.
Click Submit to save.
The contact is now linked to the selected company.
Link a contact to multiple companies
Open the contact profile → click Edit which is the pencil icon on top of the Contact profile.
In the Company section of the form, type and select the company names you want this contact to be linked to. After making your changes, click Submit to save.
• All linked companies will appear in the contact profile
• The same contact will also be visible in each company’s profile
Add existing contacts to the company from the company profile
Make sure the Select Existing Contacts field's visibility is toggled on in the Comany's Custom Fields settings.
Open the company profile → click Edit which is the pencil icon on top of the Company profile.
Use the Select Existing Contacts field to search and select contacts to link
Click Submit to save
The selected contacts will now be associated with the company.
Once this is done, you will see all companies associated with the contact in the contact’s profile as well. Similarly, when you open the company profile, you will see the associated contacts listed there as well.
Add contacts to companies in bulk
Go to the Companies list page → select required companies which you wish to add the contacts to.
• Click Update Field from the options on the the top.
• Choose Select Existing Contacts fields to make the update.
• Search and select contacts and then choose one option based on your preference:
Add to Existing values → keeps existing contacts and adds new ones.
Replace Exisiting values → removes existing contacts and adds new ones.
•Click Submit to apply changes.
Remove contacts from a company
•Open the company profile from which you wish to remove the contacts from → click Edit
• Locate the Existing Contacts section
• Click the X icon next to the contact you want to remove
• Save changes
Only the relationship is removed, the contact record is also update and disacciated from the Company.
View linked contacts and companies
From the company profile:
• View all linked contacts in the Contacts section near the top of the Company's profile/details page.
From the contact profile:
• View all associated companies on the Contact’s details page under the Company field
Please note: Ensure the Company field is enabled in the Information Overview to make it visible.
Identify companies with linked contacts
Go to the Companies list page
• Click on the Add Filter button at the top → select Contacts Linked and then choos Yes or No based on your preference
This shows all companies that have at least one associated contact or no contacts linked at all based on your preference.
Adding Contacts to Jobs
Recruit CRM also allows you to add contacts to a job, to keep the job linked with the related company and contact.
Open the Add/Edit Job form.
Navigate to the Job Details section.
Select the Company associated with the job.
Once the company is selected, the contacts linked to that company will be displayed by default in the contact selection field. To add a different contact, start typing the contact's name. The search will also show matching contacts from your existing Recruit CRM records, based on your view access.
Select the contact you want to add to the job.
You can also share the Hiring Manager Portal with the contacts added to the job.
Troubleshooting
Problem: You cannot see the Select Existing Contacts field when editing a company.
Problem: You cannot see the Select Existing Contacts field when editing a company.
Likely cause: The field is not enabled in Data Customization.
What to check:
• Go to Data Customize for company fields.
• Confirm that Select Existing Contacts is active and saved.
Resolution path:
• Enable Select Existing Contacts, save your changes, then reopen the company record and try again
Conclusion:
Managing contacts linked to companies in Recruit CRM helps you maintain clear, accurate relationships between people and organizations, whether you are updating a single record or performing bulk changes.