{"id":5201,"date":"2015-10-12T20:39:58","date_gmt":"2015-10-12T20:39:58","guid":{"rendered":"http:\/\/learning2.pcrecruiter.net\/?p=5201"},"modified":"2023-12-22T15:35:43","modified_gmt":"2023-12-22T15:35:43","password":"","slug":"changing-companies","status":"publish","type":"docs","link":"https:\/\/learning.pcrecruiter.net\/site\/docs\/managing-records\/changing-companies\/","title":{"rendered":"Changing Companies"},"content":{"rendered":"\n<p><span style=\"font-weight: 400;\">This function is used to change the company a contact is currently with due to new employment, a company changing names, or someone being relocated. This can also be utilized for moving position records to a different company.<\/span><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>To Change One Individual Record<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><span style=\"font-weight: 400;\">Select the name record<\/span><\/li><li><span style=\"font-weight: 400;\">Click<strong> Change Company<\/strong> from the action menu<\/span><\/li><li><span style=\"font-weight: 400;\">Search for the company you wish to move the name record to<\/span><\/li><li><span style=\"font-weight: 400;\">Select <strong>Change<\/strong><\/span><\/li><li><span style=\"font-weight: 400;\">Choose what you would like to copy to this name record. These options will copy the information from the new company record to the name record which is being moved. Therefore updating their record to reflect their new place of employment (Do not use these options if the name record contains their personal information rather than their work information).<a href=\"https:\/\/learning.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/2\/2015\/10\/Change-company-on-individual-name-record.png\"><\/a><\/span><\/li><li><span style=\"font-weight: 400;\"><strong>***IMPORTANT***<\/strong> Selecting the checkbox for \u201cCheck here to include ALL names moving from <\/span><i><span style=\"font-weight: 400;\">Company A<\/span><\/i><span style=\"font-weight: 400;\"> to <\/span><i><span style=\"font-weight: 400;\">Company B<\/span><\/i><span style=\"font-weight: 400;\">\u201d will move ALL name records from <\/span><i><span style=\"font-weight: 400;\">Company A <\/span><\/i><span style=\"font-weight: 400;\">\u00a0to company B.<\/span> <ul><li>Only Full Permission admin level users will have this option <\/li><\/ul><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How to Change Multiple Records<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><span style=\"font-weight: 400;\">Create a <a href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/lists\/create-a-rollup-list\/\" data-type=\"docs\" data-id=\"5554\">rollup list<\/a> of the names you wish to change.<\/span> <\/li><li><span style=\"font-weight: 400;\">Select All names you wish to change<\/span><\/li><li><span style=\"font-weight: 400;\">From the action menu dropdown select <strong>Change Company<\/strong><\/span><\/li><li><span style=\"font-weight: 400;\">Use the dropdown to search for the company you wish to move the selected names to.<\/span><\/li><li><span style=\"font-weight: 400;\">Use the checkboxes to identify information you would like to copy from the company record to the name records you are changing.<\/span><\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>This function is used to change the company a contact is currently with due to new employment, a company changing names, or someone being relocated. This can also be utilized for moving position records to a different company. To Change One Individual Record Select the name record Click Change Company from the action menu Search&hellip; <a class=\"more-link\" href=\"https:\/\/learning.pcrecruiter.net\/site\/docs\/managing-records\/changing-companies\/\">Continue reading <span class=\"screen-reader-text\">Changing Companies<\/span><\/a><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"pcr-menu-id":[],"footnotes":""},"doc_category":[30],"doc_tag":[62],"knowledge_base":[25],"class_list":["post-5201","docs","type-docs","status-publish","hentry","doc_category-managing-records","doc_tag-rollups","knowledge_base-nine","entry"],"year_month":"2026-04","word_count":229,"total_views":"1206","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learning.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Managing Records","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/managing-records\/"}],"doc_tag_info":[{"term_name":"rollups","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs-tag\/rollups\/"}],"knowledge_base_info":[{"term_name":"PCRecruiter 9","term_url":"https:\/\/learning.pcrecruiter.net\/site\/docs\/nine\/","term_slug":"nine"}],"knowledge_base_slug":["nine"],"_links":{"self":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=5201"}],"version-history":[{"count":5,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5201\/revisions"}],"predecessor-version":[{"id":11972,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/5201\/revisions\/11972"}],"wp:attachment":[{"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=5201"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=5201"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=5201"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learning.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=5201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}