Clients

Manage client organizations for recruitment agencies.

Overview

The Clients module lets recruitment agencies manage their client companies. Track client details, contact information, and company data. Link jobs to specific clients for better organization.

Note: This feature is only available for recruitment agency accounts.

Key Features

Feature	Description
Client List	View all clients in a searchable, sortable table
Client Details	Store company and contact information
Status Management	Mark clients as active or inactive
Search	Find clients by name, industry, company size, or contact details
Row Expansion	View extra details without leaving the list

Quick Start

1. Go to Manage > Clients
2. Click Add Client
3. Enter client name and contact details
4. Set company information (optional)
5. Click Create Client

Result: Your client is created. You can now assign jobs to this client.

How Clients Work

Add Client --> Enter Details --> Save --> Assign to Jobs
     |              |             |             |
  Click         Fill form      Client       Link jobs
  button        fields         saved        to client

When to Use Clients

Scenario	Example
Agency work	Create "Acme Corp" client for their job openings
Multiple companies	Manage jobs for different organizations
Client reporting	Track hiring progress by client
Contact management	Store key contacts for each company

Client Information

Each client record stores:

Section	Fields
Basic Info	Name, Website, Industry, Company Size, Description
Contact Info	First Name, Last Name, Email, Phone
Status	Active or Inactive
Metadata	Created Date, Last Updated

Access

The Clients module is available to all users in a recruitment agency account. No specific role or permission is required beyond belonging to a recruitment agency organization.

Tips

• Use clear, consistent naming for clients
• Keep contact information up to date
• Mark inactive clients instead of deleting them
• Add descriptions to help team members identify clients
• Client names must be unique within your company

In This Section

• Client List - View, search, and add clients
• Client Details - View and edit client information