Client List
View all your client organizations and add new ones.
Navigate to Manage > Clients.
The Clients module is only available for recruitment agency accounts.
Client Table
The table shows all clients with these columns:
| Column | Description |
|---|---|
| Name | Client company name (click to view details) |
| Industry | Business sector |
| Contact | Primary contact name and email |
| Status | Active (green badge) or Inactive (gray badge) |
Search
Type in the search box to filter clients in real time. Searchable fields: name, industry, company size, contact email, contact phone.
Expand Rows
Click the chevron (›) on any row to expand it and see: description, website, company size, phone, and created date.
Pagination
Page size options: 10, 25, 50, or 100 clients per page.
Add a New Client
- Go to Manage > Clients
- Click Add Client
- Fill in the client form
- Click Create Client
Result: The client is created and appears in your list.
Client Form
Basic Information
| Field | Required | Notes |
|---|---|---|
| Client Name | Yes | Letters, numbers, spaces, and -_.,()& only |
| Website | No | Full URL (e.g., https://www.example.com) |
| Industry | No | Free text |
| Company Size | No | Dropdown: 1–10, 11–50, 51–200, 201–500, 501+ employees |
| Description | No | Free text notes about the company |
Contact Information
| Field | Required | Notes |
|---|---|---|
| First Name | Yes | Primary contact's first name |
| Last Name | Yes | Primary contact's last name |
| Yes | Primary contact's email address | |
| Phone | Yes | 10–15 digits; country code optional (e.g., +15551234567) |
Status
The Active checkbox is checked by default. Uncheck to create the client as inactive.
Edit a Client
Open a client's detail page and click Edit Client to open the same form pre-populated with existing data. Click Update Client to save changes.