Details

Contains general details including name, source, location along with the sector/s they have been assigned to and their current status for example active, inactive. You can add/edit the details at any time.

Note: Location sits in this section and contains the postcode from the client’s address (and this field needs to be populated if you want to use the radius search function).

You can add/edit the details at any time.

Phones

Contains the contact details for the client which can include website details.

Address

Contains the client’s full address.

Attributes

Contains the selected key words that show for example, the client type, the job positions you fill for them and any specific skill/client requirements. You can add/edit the attributes at any time.

Stored Documents

Contains the imported documents of the client for example a company outline or terms of business. If you have the permission, you can upload documents at any time.

Notes

Contains any additional general client details. Note: This is not where you log phone call notes, they go into the Notebook area. You can add/edit the notes at any time.

Applicant Actions

Contains the history of all applicants submitted to the client and includes their final (or current) status in their job or speculative application.

Placements

Contains the placement history of applicants placed at the client and includes current and future placements.

Projects

Contains a table showing project details for the client. The use of projects (which contains a collection of jobs and its placements) is optional so may not be a feature your company uses.

Additional Info

Shows creation and updated details along with the client record id number.

Notebook

All communication history is shown here i.e. emails, SMS, phone call or general notes.

Consultants

Contains the name of the consultant/s or group who have ownership of the client.

Projects

Contains the project/s the applicant has been into a job with. The use of projects (which contains a collection of jobs and its placements) is optional so may not be a feature your company uses.

Business Growth

Contains details of progress with the client or prospect and also allows you to track who your Key competitors are, and when their peak periods occur.

There are two items within the View menu for you to be aware of.

Notebook

Contains a full screen view of the client’s notebook and saved notes/messages.

Organisational Chart

Contains the hierarchy display of the client and other clients it has been linked to (if the linking is applicable).

There are three items within the Financial menu for you to be aware of.

Banking Details

Contains the client’s banking details.

Contract Rates

Contains any saved client’s job rates which can be taken from saved centralised rates and/or those created within the Contract Rates screen just for that client.

You can add/edit the rates at any time.

Purchase Orders

Contains any created purchase orders. You can add additional purchase order details at any time.