Navigating Through a Record

Learn how to quickly view, edit, and take action on a record without leaving the record view.

This article focuses on a Candidate record, but the same principles apply to every other entity.

You can keep multiple records of the same entity open by clicking the pin icon()in the top-right corner of each record.

Record Navigation

Internet Search Icons

Click the Google or LinkedIn icon to search for the candidate's name on that platform. Click the Google Maps icon to search for the address listed on their record.

On a Job record, click the LinkedIn icon to open LinkedIn in a new tab and automatically search for jobs with the same title as the one in Bullhorn.

Record Tabs

Use the tabs at the top of a record to view, edit, add, or delete information.

Any updates you make here also appear on the Overview tab, and can be searched or filtered from your list views.

For more on customizing your tabs, see Adjusting the Record Layout

Workflow Icons

The workflow icons at the top of a record show whether the candidate is currently in, or has previously been in, a workflow stage.

Click a highlighted workflow icon to open the Submission tab, where you can view the company, contact, or job linked to the candidate, along with their current workflow stage.

Recent Notes

Click the Binoculars icon on the Recent Notes card to open a slide-out preview of a note.

From here, use the Actions dropdown to edit or delete a note without opening the Notes tab.

Actions Drop-Down

Use the Actions drop-down at the top of a record to take action directly from the record, including:

• Sending an email to the candidate

• Adding a note or task

• Scheduling an appointment

• Sending the candidate's resume to a contact