Creating Candidates, Contacts & Companies

Add a New Candidate or Contact

Use our New Person workflow to create contacts within your Firefish database

Creating New Candidates or Contacts

The new person icon can be found in the header, next to the universal search.

Selecting this and clicking on Candidate or Contact will open the New Person side panel:

Note: You will also see the new person icon in relevant areas throughout the system, which will open the same side panel. 

You will be prompted to search for the person, to ensure you do not create a duplicate and any records which match your search will be shown in a table:

If a matching profile is found, you can update the profile directly from the side panel by selecting "Update", or you can navigate to the full profile. If a matching profile is found but is not currently active (eg: a new contact has an existing candidate profile) then the profile can also be activated from the side panel.

If the returned results are not a match, select New Candidate / New Contact. If no matching profile is found, you will be taken directly to the New Candidate / New Contact page:

Once you have entered the required details and completed all mandatory fields, selecting "Confirm" will create and navigate you to your new profile.