Overview
You can now see all jobs and placements associated with a contact directly from their Contact record. New Jobs and Placements tabs give quick visibility of key data and reduce the number of clicks needed to review a contact’s activity and navigate to related records.
These tabs show records where the contact is set as the Client Contact, covering both contract and permanent work.
View Jobs from a Contact
Open the Jobs tab
Open the relevant Contact record.
Click More, then click Jobs.
Review the list of jobs where this contact is set as the Client Contact.
The Jobs tab displays all jobs where the contact is the Client Contact, including current and past contract and permanent jobs.
Default job columns
By default, the Jobs tab shows:
Job Ref No.
Job Title.
Status Description.
Company.
Client File As.
Sector.
Location.
Start Date.
End Date.
Primary Consultant.
Position.
Job Grade.
Employment Term.
Optional job columns
You can add more columns using the Config Columns wheel. Available optional columns include:
Project Id.
Project Title.
Approx Weekly Margin.
Archived.
Updated By.
Updated Date.
Currency.
Hours Per Week.
Client Hirer Legal Entity.
Work Address.
No. of Placements.
No. of Places.
Purchase Order No.
CV Keyword.
Invoice Contact.
Created By.
Create On.
Status ID.
CVs Sent.
Interviews.
At Offer.
Filled%.
Published.
Sector Id.
Location Id.
📌 Note: Use Config Columns to tailor the Jobs tab to the information you use most often.
Use the row actions on jobs
Each job row has a three-dot menu with quick navigation actions:
Go to Client – Open the full client company record linked to the job.
Go to Job – Open the full job record to view all details.
Sort and filter jobs
Use the standard table tools on the Jobs tab to work with the list:
Click a column header to sort by that column.
Apply filters to focus on specific jobs.
Search to find particular job references or titles.
View Placements from a Contact
Open the Placements tab
Open the relevant Contact record.
Click More, then click Placements.
Review the list of placements where this contact is set as the Client Contact.
The Placements tab shows a comprehensive list of all placements (contract and permanent) where the contact is the Client Contact.
Default placement columns
By default, the Placements tab shows the following information (grouped in line with the placement record):
Client.
Job.
Description.
Placement Type.
Client Contact.
Start Date.
End Date.
Start Check OK.
Sector.
Primary Consultant.
Charge Unit.
Charge Rate.
Pay Rate.
Salary.
Status.
Optional placement columns
You can add more columns using the Config Columns wheel. Optional columns include:
Cost Centre.
Currency.
Commercial Manager.
Purchase Order Number.
Invoice Contact.
Payment Type.
Payment Company.
Payment Frequency.
Send Timesheet.
Invoice Frequency.
Notice Period From Applicant.
Notice Period From Client.
Timesheet Contact.
Timesheet Address.
Timesheet Week Ends On.
No Further Extensions.
Outside IR35.
Include Breaks.
AWR Status.
Isolated AWR Weeks.
Consolidated AWR Clock.
Has Been Extended.
Flag Text.
Created On.
Updated On.
Created By.
Updated By.
📌 Note: Use Configure columns to highlight the information that matters most, such as financial details, timesheet setup, or extension history.
Use the row actions on placements
Each placement row has a three-dot menu with quick navigation actions:
Go to Placement – Open the full placement record.
Go to Client – Open the client company record associated with the placement.
Go to Job – Open the related job record (shown only when the placement is linked to a job).
📌 Note: If a placement is not linked to a job, the Go to Job option is hidden.
Sort and filter placements
Use the standard tools on the Placements tab to manage your view:
Click a column header to sort placements by that column.
Filter the list to find specific placements.
Use the Status column to focus on current, future, or past placements.