You can create branches to group records.

Note: A branch is relational to record and not associated with the location of a user. This means you assign users to branches but only records can be tagged to a branch.

TO SET UP BRANCH

From the menu go to Settings > Groups, Tags & Location > Group

  1. Users can be assigned to multiple branches.
  2. This means that if the user has been assigned multiple branches, the user will be able to tag records (candidates, contacts, jobs, and companies) to the assigned branches.

BRANCH ALLOWS YOU TO:

  • Identify records based on a branch on the record as well as in ATS, CRM and Advanced search results
  • Search by branch

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