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Candidates & Contacts-Solved

Posted: 03 Jan 2017, 20:04
by Steve W
If I add someone as a candidate, lets say Joe Sample, and he works at Example Company, LLC, does opencats cross populate the new entry to the CONTACTS section and list the new record?

I have to enter the record twice? once as a candidate and once as a contact?

Re: Candidates & Contacts

Posted: 03 Jan 2017, 23:34
by cptr13
Correct. Candidates and contacts are separate. Further, if it's a common name (Joe Smith), personally I would label them as Joe Smith-Contact and Joe Smith-Candidate. Or something to differentiate between the two in the heat of the moment.