Linking Candidates and Contacts

You can link a candidate and contact record when the same person holds both roles — for example, when a candidate in your database becomes a hiring manager. Linking records keeps their information connected, so you can track and sort it more easily.

When you create the link, Bullhorn copies relevant fields between the two records automatically. For details on what transfers, see Fields Linked Between Records.

Give each record its own unique email address. If both records share the same address, Bullhorn only tracks email against whichever record was created first.

Create a Candidate Record from a Contact Record

1. On the contact record, from the Actions drop-down, select Create Linked Candidate.

2. Enter a New Email Address.

   • If the contact record has an email address in the Email 2 field, it appears here by default.

3. Click Save.

   • A green confirmation banner appears at the top of the page.

   • To view the new record, click View Linked Candidate at the top right.

Create a Contact Record from a Candidate Record

1. On the candidate record, from the Actions drop-down, select Create Linked Contact.

2. Enter the Company name.

3. Enter the New Email Address.

   • If the candidate record has an email address in the Email 2 field, it appears here by default.

4. Click Save.

   • A green confirmation banner appears at the top of the page.

   • To view the new record, click View Linked Contact at the top right.

Remove the Link Between a Candidate and Contact Record

1. On either record, from the Actions drop-down, select Remove Linked Candidate/Contact.

2. Select Remove.

If your instance displays a blended view of notes across linked records, removing the link splits them back apart. Notes that originated on the contact record now appear only there, and the same for the candidate record.

Re-link a Candidate and Contact Record that were Separated by Mistake

To re-link records, create a new candidate record, then merge it with the original. For details on what data transfers during a merge, see Merging Duplicate Records.

1. From the contact record, create a new linked candidate.

2. Use Find to search for the candidate's name. You'll see two candidates with the same name in the results.

   • Original candidate record: Keeps the link visible on the contact record only, not the candidate record.

   • New candidate record: Shows the link on both records, but some information from the older record may not transfer.

3. Click the candidate's name to open the record.

4. From the Select an Action drop-down, select Merge Records.

5. Enter the name (or ID number) of the other candidate record as the secondary record.

6. Select Merge.

   • A green confirmation banner appears at the top of the page confirming the merge.