Have you encountered an error message that says, "A contact with this email already exists" when adding a new contact, enquiry, or application in FranchiseLab Recruiter? It might seem like a roadblock, but it's actually an opportunity to consolidate candidate data and maintain their historical information seamlessly.
Here's how you can tackle this issue and ensure that you don't miss out on any vital candidate history.
Dealing with Duplicate Email Errors
Step 1: Navigate to the Contact Screen
When you come across the "A contact with this email already exists" error, don't worry. Instead, navigate to the contact screen within our system. This is where you can manage all your candidate records efficiently.
Step 2: Search for the Existing Contact
Once you're on the contact screen, use the search function to find the existing contact. You can search for the contact using their name or email address.
Step 3: Access the Contact Record
Upon locating the existing contact, click on their name to access their contact record. Here, you'll find a treasure trove of information about the candidate, including their name, email address, phone numbers, home address, and any notes associated with their profile.
Step 4: Check for Active Applications
One of the key benefits of this approach is that you can easily see if the candidate has any active applications against their record. This allows you to stay updated on their current status within your recruitment process.
Step 5: View Historical Data
The contact record also provides you with a comprehensive view of the candidate's history. You can access information about any previous enquiries, applications, or assessments they've completed. This historical data is invaluable when making decisions about a candidate's suitability for your franchise.
Step 6: Update Contact Data
If any of the contact data has changed, feel free to click “Edit Contact” and update those details.
Step 7: Start a New Enquiry or Application
With all the necessary information at your fingertips, you can now initiate a new enquiry or application directly from the contact record. Simply click on "Start Enquiry" or "Start Application" to kickstart the process without the need to create a duplicate contact.
Benefits of this Approach
Consolidating your candidate data in this manner offers several advantages:
Efficiency: You save time by not having to create duplicate contacts.
Data Integrity: Maintaining a single contact record ensures data accuracy and consistency.
Historical Insight: Access to historical data helps you make well-informed decisions.
Streamlined Process: The entire recruitment process becomes more streamlined and organized.
By following these simple steps, you can efficiently manage duplicate email errors and ensure that you have a complete and accurate history for each candidate in your franchisee assessment system. This approach empowers you to make informed decisions, nurture your candidate relationships, and ultimately select franchisees who are the perfect fit for your brand.