Can I share my note with another user or another search?

The Note field on a candidate’s profile is automatically shared across all of your searches and all of the users on your team.  Whenever a note is added, the user’s name and day the note was left will be indicated on the candidate’s summary under Recent Activities. 


  1. Source & CRM Filters - Candidates in Job/Folder/Talent Network/Agency/Import
  2. Can I add notes to a candidate?
  3. Can I share my note with another user or another search?
  4. How can I “disable” a search so that I do not go over my resume download limit on my job boards?
  5. How do I email a resume from Source & CRM to a Client or Hiring Manager?
  6. How do I format location requirements?
  7. How do I manage my email templates?
  8. How is “Years Experience” calculated?
  9. I changed my job board password, will this affect Source & CRM?
  10. I have changed my search but I do not see any difference in results. Why not?
  11. I have the same position open in multiple areas how do I duplicate my search?
  12. I’m not seeing any resumes from my job boards. What should I do?
  13. Supported Boolean Operators
  14. Tutorial: Email Candidates
  15. Tutorial: Importing Candidates
  16. Tutorial: Using Email Templates
  17. How do I view new candidates in my existing searches
  18. Tutorial: Using Folders
  19. What are the actual resume sources that Source & CRM is searching from?
  20. What should I do if my job title is not in the auto-populated list?
  21. When I renew my contract with a job board, is there information that needs to be updated in Match?
  22. When sending an email, can I change the address in the “From” field without having to change the default email address in my Source & CRM account?
  23. When using the bulk email feature I see multiple email addresses displayed in the “To:” field. I don’t want candidates to see each other’s email addresses, how do I fix this?
  24. Allowed Characters for External Job ID
  25. Source & CRM Admin Career Builder License Setup
  26. Source & CRM Recruiter Career Builder License Setup
  27. Source & CRM Admin License Setup
  28. Source & CRM Recruiter License Setup
  29. Source & CRM Admin BioSpace License Setup
  30. Source & CRM Recruiter BioSpace License Setup
  31. Source & CRM Admin Changeboard License Setup
  32. Source & CRM Recruiter Changeboard License Setup
  33. Source & CRM Admin CityJobs License Setup
  34. Source & CRM Recruiter CityJobs License Setup
  35. Source & CRM Admin ClearanceJobs License Setup
  36. Source & CRM Recruiter ClearanceJobs License Setup
  37. Source & CRM Admin Dice License Setup
  38. Source & CRM Recruiter Dice License Setup
  39. Source & CRM Admin Diversity Working License Setup
  40. Source & CRM Recruiter Diversity Working License Setup
  41. Source & CRM Admin eFinaicial Careers License Setup
  42. Source & CRM Recruiter eFinancial Careers License Setup
  43. Source & CRM Admin Executives on the Web License Setup
  44. Source & CRM Recruiter Executives on the Web License Setup
  45. Source & CRM Admin Jobs Central License Setup
  46. Source & CRM Recruiter Jobs Central License Setup
  47. Source & CRM Admin Job Shop License Setup
  48. Source & CRM Recruiter Job Shop License Setup
  49. Source & CRM Admin JobSite License Setup
  50. Source & CRM Recruiter JobSite License Setup
  51. Source & CRM Admin Monster APAC License Setup
  52. Source & CRM Recruiter Monster APAC License Setup
  53. Source & CRM Admin Monster License Setup
  54. Source & CRM Recruiter Monster License Setup
  55. Source & CRM Admin RAPS Regulatory Careers License Setup
  56. Source & CRM Recruiter RAPS Regulatory Careers License Setup
  57. Source & CRM Admin RecruitMilitary License Setup
  58. Source & CRM Recruiter RecruitMilitary License Setup
  59. Source & CRM Admin SalesGravy License Setup
  60. Source & CRM Recruiter SalesGravy License Setup
  61. Source & CRM Admin Total Jobs License Setup
  62. Source & CRM Recruiter Total Jobs License Setup
  63. Source & CRM Admin License Setup
  64. Source & CRM Recruiter License Setup
  65. Source & CRM Admin Workopolis License Setup
  66. Source & CRM Recruiter Workopolis License Setup
  67. Source & CRM: I select Contacted = "Y" but then it resets to "N"
  68. Talemetry Source & CRM - Email Feature Terms of Use and Best Practices
  69. Talemetry Source & CRM - Managing Email Campaigns

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