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