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Connections - Setup and Use

Connections

From version 1.00.15.210 onwards there is a new 'Connections' feature.
This allows you to record connections for Candidates/Contacts/Companies, such as

...has worked for
...is a Friend of
...is a colleague of
etc.

Using Connections

These connections can be created using the new 'Connections' icon in the toolbar at the top of the record, e.g.

 

It is possible to search the workbench using these connections as part of the filter citeria, e.g.

 The system is shipped with several connection types by default, but it is possible to define your own connections.

 

Setup New Connection Types

If you have suitable privileges (or are able to login as the ADM user) it is possible to add new connection types to your database.
New connection types can be added in the following way.

Choose Maintenance > Setup > Codes Tables.
Select System Area as C - Contact management, then choose code table Connections (429)
Ensure that the Extra Info box at the bottom of the screen is ticked. 


 

Code: Enter a 4-digit code for the new connection type you wish to add

Description: Enter a description for this connection, eg is a colleage of, worked with.

Note: For some connections the description can be different depending which way round it is, for example
John Smith was employed by ABC Products Ltd   but   ABC Products Ltd Employed  John Smith

In these cases, you need to separate the two different descriptions with a PIPE symbol (|)
e.g.  was employed by|employed

Rules: This is used to specify which objects can be linked together with this connection.
The possible objects are CAND, CONT, COMP, SITE  (Candidate, Contact, Company or Site)
Because the relationships can be reciprocal, you will need to use a PIPE (|) between the two sides

e.g. Cand/Cont|Cand/Cont     (i.e. one Candidate or Contact, is a colleague of another Candidate or Contact)
or  Cand/Cont|Comp/Site     (i.e. a candidate or contact was employed by a Company or Site)

 

 

 

 

 

 

 

 


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  1. Graeme Orchard

  2. Posted
  3. Updated

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