Attributing Record Source to a Network Trading Partner

In the event that you need to give credit to another Network member for a candidate within your database, you can do so by attributing the record source on their Datasheet.

To attribute record source to another Network member:

  • Navigate to the corresponding Person’s Datasheet and locate the Miscellaneous card
  • Click the pencil icon in the top right corner of the card to inline edit the Sourced From field

  • Click the Select Network Recruiter link
  • Begin typing to locate and select the correct recruiter
    • Find by Recruiter or Agency Name or ID
  • Click the Done button when complete

  • After the corresponding recruiter name has been selected, click the Save button

  • Upon saving your changes, you’ll see the Network flag added to the Datasheet and the corresponding recruiter’s information populate in the top left

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