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: 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.