Changing a Contact's Associated Company

Learn how to change the company associated with a contact record in Bullhorn ATS.

You can change a contact's company from the Edit tab on their record. When you do, some activity moves with the contact to the new company, while other activity stays tied to the original company.

Moves to the new company:

  • Notes

  • Messages (email)

  • Calendar appointments

  • Tasks

Stays with the original company:

  • Jobs

  • Internal submissions

  • Client submissions

  • Interviews

  • Placements

This second group stays with the original company because it's tied to that specific company relationship — it isn't lost, though. It still appears on the contact's own record; it just won't display under the new company.

To Change a Contact's Associated Company

  1. On the contact record, click the Edit tab.

  2. Click the X inside the Company field, start typing the new company's name, and select it from the dropdown.

  3. To update the contact's address, phone number, and other details to match the new company, click Yes.

  4. Click Save.

As an alternative to moving a contact, you can change their status to something like "Left Company" at the old company, then create a brand-new record for them at the new company. This way, no data transfers with them.