In Recruit CRM we give the option to link all your Notes, Call logs, Tasks, and Meetings to more than one record (candidate, company, contact, job, deals) at a time.
You can easily link any Note, Call log, Task, or Meeting you add to more than one record with our Association(s) feature for records!
To associate/link more records to a note, call log, task, or meeting added:
2. Under "Create associations" you will see a search bar where you can search and find the records you wish to link to the new note/ call log/ task/ meeting added. You can link this to existing candidates, contacts, companies, jobs and deals.
3. Once the note/ call log/ task/ meeting is successfully linked to the associated record, you will see the association(s) as shown in the image below:
4. You can also see the associated note/ call log/ task/ meeting on all the records that are linked to it.
So if you add a note on a conversation you've had with a Contact about a Candidate on the Contact's page and associate it to the Candidate's record; you will see the same note on the associated Candidate's page as well, without having to copy-paste it.
If you have more questions on this, just reach out to us using the blue chatbot on your screen 😊