Candidate to Contact

Is there a way to move a candidate to a client or vise versa

Hello Ben,

There’s an option in your Administration > General Configuration section in CATS that allows you to turn on Merge View. Merge View opens up the option to view a candidate or contact record that is linked to the other record type. When turned on, and the other record does not exist in the system, there will be an option in the More menu of that record’s utility panel to create a candidate or contact.

That worked… thanks!


Manufacturing Executive Recruiting