Linking Candidates & Contacts That Are The Same Person

In recruitment, it’s quite common to come across situations where a candidate you’re working with later becomes a client, or a client you’ve been in touch with decides to look for new opportunities as a candidate.

This feature in Recruit CRM lets you connect a candidate record and a contact record that represent the same person.
​

To make handling such scenarios simple, Recruit CRM gives you three easy options:

Once you’ve linked the records, you can then access and view the associated “Linked Record” from both candidate and contact profiles.

1. Go to a Candidate or Contact Record. Click on the "Link To Contact/Candidate" button in the header section.
​

For Candidate record:

​For Contact record:

If the Candidate or Contact record you wish to link is already in the system you can search for it or you can just hit the blue "Add Contact" or "Add Candidate" button to create a new record and automatically link it.

Once you hit the green "Link Contact" or "Link Candidate" button in the pop-up, the 2 records will be linked.

After linking, the candidate and contact profiles are connected you can navigate between the linked records directly.
​

Note: If you wish to unlink them, just click on the button "Contact Linked" or "Candidate Linked" button and then click on the 'Unlink' option:

Now, if you wish to delete them as a contact but still leave them as a candidate and vice versa, you can simply delete them as a normal record.

Although both are linked, contacts and candidates are different entities, so if you delete one, it won't delete the other.

From the Candidates List Page, click on the name of the candidate to open their profile.

On the candidate’s profile page, look for the red “Contact-Linked” label at the top. Hover over the “Contact-Linked” label a dropdown will appear showing the linked Contact details of the same person.

You can click the contact name in the dropdown to open their Contact profile directly.

Individually from the Contact's Profile:
​
From the Contacts List Page, click on the name of the Contact to open their profile.

On the contact's profile page, look for the green “Candidate-Linked” label at the top. Hover over the “Candidate-Linked” label, and a dropdown will appear showing the linked Candidate details of the same person.

You can click the candidate name in the dropdown to open their profile directly.
​

In bulk from the Contact list page:
​

Go to the Contact List Page and click the "Add Filter" button located near the top of the page.

In the filter search bar, type “Candidate-linked”, then click on the Candidate-linked filter option from the results. This will open the Yes/No selection for you to choose from.

Select “Yes” to see only contacts who are also saved as candidates, or select “No” to view contacts not linked to any candidate profile. Then, click Apply to set the filter.
​

Here is how you can manage people who are both candidates and contacts in Recruit CRM. If you have more queries, just reach out to us using the chatbot in the bottom right corner!
​