Creating and Managing Contacts

Note: To take advantage of the features mentioned in this documentation, your Org needs to be using Package Version 7.16 or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.

Overview

This article covers how to create and manage Contacts A contact (or client contact) is the person who the recruiter is working with at a Company. In Talent Rover a Contact can be either a Client Contact or a Candidate Contact. Both types of Contacts are stored in the same object (Contact).. Bullhorn for Salesforce uses the Standard Salesforce Contact Object to store details about your contacts. Contacts are typically associated with an Account but can also be associated with other records such as Opportunities. Contact records and Related Lists can track Client A Company is the organization where the contact works. This can also be called the Client. and Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. data as well as interactions such as emails, calls, interviews and jobs A job (vacancy, position, role) is an opening for which a customer's client needs a placement.-related documents.

Account and Contact Relationship

All Contact records should be associated with an Account. Use either an existing Account or create a new Account first, then add the contact.

If your System Administrator has set up a Default Account, when you parse a resume and create a Contact record your new contact will automatically be associated with that Default Account.

Creating a Contact without an Account means the contact will be private. Private contacts are visible only to the person that created them and the System Administrator. Private contacts will not be displayed in reports.

Creating a Contact - Contact Tab

Select the dropdown arrow on the Contacts Tab.
Click New Contact.
Enter the Contact name.
Enter all relevant information about the Contact.
Save your changes.

Required fields are indicated by an asterisk *. A Contact cannot be saved if these fields are left blank.

Creating a Contact - Account Tab

An alternate way to create a new Contact is through the Account Related List. Navigate to the Account record and select New.

Creating a Contact - Resume Parser

Another way to create a Contact is through the resume parser. Navigate to Global Actions and select Resume Parser to upload a new contact's resume.