How to Submit a Merge Request in BH

Bullhornstaffing

1. 1. Go to Bullhorn

2. 2. Go to the Candidate/Contact Record

   If this is for a Company Merge - Click Here

   

3. 3. Click on ACTIONS

   

4. 4. Click on Add Note

   

5. 5. Click on Note Template - All Templates Type in Merge Use Tai Iwamasa - Merge Request

   

6. 6. Fill out the following information If this is for a Company Merge, use the link and cancel out the note

   1. Merge Reason:

      • Duplicate Record: Multiple records for one person

      • Opt In: Candidate has previously Opted Out of Mass Mails and would like to be added back in

      • Link: There is a Contact Record and a Candidate Record for the same person

   2. Record Type: Is it a Candidate or Contact Record

   3. Primary ID: the Record ID that you want to keep

   4. Secondary ID: the Record ID that will be merged into the Primary

   5. Comments: Any additional information you would like the team to know prior to merging

   

7. 7. Scroll down to Action and choose Merge Request

   

8. 8. Click on SAVE