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
- Users can be assigned to multiple branches. Records can only be tagged to one branch.
- This means that if the user has been assigned with multiple branches, the user will be able to tag records (candidates, contacts, jobs and companies) to one of the assigned branches.
BRANCH ALLOWS YOU TO:
- Identify records based on branch on the record as well as in ATS, CRM and Advanced search results
- Search by branch