Contacts

Contacts may be created for a specific Client or as a standalone record.

They are generally considered different to a Resource/Candidate however a Contact may also be held on your Tracker system as a Resource/Candidate by selecting the Create Associated Resource option in the Touchbar.

You can action multiple Contacts by checking the box for all or individual records from within a Contact list and selecting Action selected record(s).

Check the Touchbar from within a Contact record to see all other available actions.


You have the following options from this Help menu:

How to Manually Add a Contact – PDF Download

Creating a Job from a Contact record

How to Add a Contact from a Company Record – PDF Download