Company: Add Contact

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To add Contact details to a Company record, click on 'Contacts' in the left-hand navigation menu on the Company record

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  • Enter the contact's information and click 'Add Contact' button once complete.
    • Ensure you enter a First Name and Last Name, otherwise this Contact will not appear correctly on the Company screen!
    • 'Newsletters' subscribe defaults to 'YES' but users should check this with their Contact before or while adding them onto ROL, for privacy reasons. More information on Newsletters can be found here: Newsletters.
    • If 'Newsletters' is YES, you must also enter an Email address for the Contact, otherwise they will not receive Newsletters (Newsletters are sent electronically via Email)

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Add Contact from a Placement

If a candidate has been placed in a Recruiter job (not a Temp job) for the particular client, they will appear below the 'Add Contact' form in a drop-down menu. This allows the user to add the candidate instantly to the Company Contact's list, as they are now a staff member / contact person within that Company.

  • Choose their name from the list & 'Add Contact'.

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Edit Contact

To edit a contact:

  • Click 'Contacts' in the left-hand navigation menu on the Company record

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  • Click on the Contact's name
  • Click the 'Edit Contact' button

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  • Make changes in this screen and 'Save Changes' to complete

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Delete Contact

To delete a contact:

  • Click 'Contacts' in the left-hand navigation menu on the Company record

Edit Contact 1.png

  • Click on the Contact's name
  • Click the 'Delete Contact' button
  • "Are you sure you want to do this?"
  • If so, click the button "Permanently Delete This Contact"

Edit Contact 2.png