If you want to bridge/link/associate a candidate record with a client record because they are the same person you can use the following action.
This process is different from Client to Candidate bridge because you need to have a Client profile with the same name set up before completing the bridge action.
- Select a candidate profile
- On the Profile tab and in the Personal Information section, click the 'Actions' button.
- In the drop-down select 'Create Client Bridge'.
- The system will search for client records with matching names.
- Select the correct client and press 'Create Bridge'.
- The profiles are now bridged so you can jump between them.
You will see the Bridged Icon to the right of the records name. The Actions drop-down now has the 'Jump too Client' option available.