Add a New Candidate or Contact

Use our new person workflow to create new candidates and contacts within your Firefish system

Choose People on the top menu, then New Person from the menu that appears:

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 on the next screen. If you still need to add the person, you can then select to add a New Candidate or Contact.

New Person screen

On the New Person screen the surname and email address search helps you to avoid creating duplicates. Search by surname or email address first to make sure the person does not exist already as a contact or candidate in your database. If there is a no match you can them simply select Create New Candidate or Create New Contact.

If there is a match on the surname or email address, and the person already exists, then press Activate or Update on the relevant column to activate them as a candidate or contact on an existing record or update the key personal information.

If the person has an archived candidate or contact record, you can also unarchive from this page:

If you have the Ownership field enabled for candidates and / or contacts, this will default to the user creating the record. If you don't have Ownership enabled but would like it, super users can email support to request this.

Creating a Contact from a Company Record

When on a Company record, you can click into the Contacts tab in order to create a new Contact record. In the bottom right hand corner type out the contacts Surname to check that the contact doesn't already exist. If no matches are found you can select Create Contact.