Here's Matthew for a quick guide on editing the Candidate Profile.
On the candidate's profile view, click the ✏️ icon to see different categories of candidate data that can be edited.
Basic Information and Contact Details
Edit or add basic candidate information (first name & last name). Update the mobile number, email, and address of the candidate.
Note: The name on the most recent application will be used and will update all applications associated with that Candidate ID.
Application Details
Complete other Application Details such as Gender, Education, Scheduled at (Interview date) and Source. Type in the info you wish to update, and don't forget to Save.
Source Error Banner
If you get the Source Error banner while editing the candidate's data, make sure to add the source, then hit Save to proceed with the update.
The Source is where the candidate applied for the job position (e.g., Messenger, Facebook Lead Ad, Indeed, etc.)
Moreover, you'll be able to identify in the chat history which user modified the source.
Note: When the Source (default) Attribute is mapped to a question, it will replace the original source with the new data collected from the question. This means the previous source data will be overridden by the response in the mapped question, updating the candidate's source information accordingly.
Candidate's Other Information
You can add or delete information about another type of candidate. Click Edit to update the available fields, or click ✏️ on the desired Attribute, then Click Save.
To add, click Add Information and on the dropdown list select a candidate attribute you want to add.
To delete, click ✏️ on the Attribute, click 🗑, then confirm the deletion by clicking Yes.
