Candidate/Contact > Overview

When you have the same person who is both a candidate and a contact then you can link the two records in Recruit So Simple. They will still exist as two distinct records, but you will easily be able to see that they are linked when viewing either of the records in the system.

To link a candidate and contact, just head into either of the records and click the Link With Candidate/Contact button at the top of the Overview screen. You will then be able to specify an existing record or create a new one to link with.

When a candidate and contact are linked, a banner will be shown at the top of the Overview screen on both records letting you know. Inside the banner, there is a checkbox that toggles the showing of journals and tasks from the linked record. Having this option enabled will allow you to see the tasks and journals for both the candidate and contact when viewing either of the records, ensuring you don’t miss any vital information.

To unlink a candidate and contact, simply click Unlink From Candidate/Contact at the top of the Overview screen from either record.