I am helping a recruiting firm set up their CRM on Copper and one of their requirements is to gather a person’s work history. Knowing that people can have multiple jobs in their work history, I would like to ask how to easily add a work history without having to create hardcoded fields like “Former Job Title 1”, and “Former Job Title 2”. There are also other information to collect for each work history such as salary and employer. In other CRMs, a person’s work history would be connected to a table with dedicated fields for work history and tied to a person/contact record.
https://support.copper.com/hc/en-us/articles/360001900948-Best-Practices-for-Recruiting-Firms -- This article from Copper talks about best practices for recruiting firms, it mentions “Work History” as a field to collect on a Person’s account, I wanted to get more clarity on what that looks like on a person’s account and how to incrementally add work histories as time goes on.
Please advise, thanks!
Best answer by Michelle from CopperView original
@Lori K, thanks for the question!
The first thing you’ll need to consider is whether this information needs to be hosted directly in Copper, or if it makes sense to host it externally and simply link to it.
It might make sense to link out to it if:
If this is the case then you may want to associate the outside information to a Copper contact by:
You may want to host the information directly in Copper if:
If this is the case then here are a couple of options:
I’ll put some screenshots of options 2 and 3 below. You’ll notice I actually tool a hybrid approach, and put some essential info into Copper while adding a link to a more detailed doc.
And here’s an example of how you can use our global search to find candidates with certain key words. In this example I used the structure of Option 3 but it will work whether you choose to store the data in the format of option 1, 2, or 3.
I know that was long so let me know if it answers your question!
I truly appreciate the in-depth work around options, you’ve given me great examples with screenshots to help visualize the different options. I will now present these options to the client to make an informed decision. Your help was much appreciated, thank you!
(Also, I’m going to mark my original response as Best Answer so that others can find it easily)