Update Candidate Name

Overview

This playbook covers how to update a Candidate's name.

→ See 105 - Candidates for full product knowledge on Candidate profile information.

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Method 1 — Update from the Candidate Profile Drawer

Best for: Quickly correcting a name while browsing the Candidates Page, without opening the full profile.

1. Navigate to the Candidates Page.
2. Click on the Candidate's name in the table to open their profile drawer.
3. In the drawer, click the Candidate's name to edit it.
4. Enter the new name.
5. Click the check mark icon to save.

A "The candidate's name has been successfully updated" confirmation appears.

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Method 2 — Update from the Full Candidate Profile

Best for: Updating the name at the same time as other profile details, such as email address, phone number, or status.

1. Open the Candidate's full profile. → See 902 - View-Candidate-Profile
2. Click More.
3. In the dropdown, click Edit Candidate Profile.
4. In the Edit Candidate Profile modal, update the First Name and Last Name text fields.
5. Click Save.

A "Candidate profile successfully updated!" confirmation appears.

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Related Topics

105 - Candidates — Full product knowledge on Candidates
902 - View-Candidate-Profile — Instructions for opening a Candidate's profile drawer and full profile
101 - Platform-Links — Direct link to the Candidates Page