Managing Clients

Managing Clients

Introduction

In a typical recruitment scenario, a Client represents a Company or a Department within the company, with which your organization is currently recruiting for with or is planning to recruit for in the future. A client record stores the company's address, number of employees, annual revenue, and other details. You can associate a client record with contacts within the company and job openings.

Availability

Profile Permission Required: Access to the Clients Tab that includes View, Create, Edit, Share and Delete permissions.

Clients Home Page

Click on the Clients module to view your client records and perform the following operations:

  1. The records are displayed in List Views. Define your own Custom Views as per your requirements. Some system defined list views are already available, such as My Clients, New This Week, New Last Week, Unread Clients, Recently Viewed Clients, etc.
  2. Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
  3. Use the More option to perform some common operations to manage clients. For example mass transfer, mass delete, export clients etc.
  4. Search records by alphabet, by information, or by criteria.
  5. Filter clients based on hiring priorities using advanced filters.
  6. Print the clients along with the necessary details.

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