Client Summary

You can benefit from the Client Summary page in several ways:

• Access all client information in one place, eliminating the need for multiple searches.

• Efficient communication with clients is enabled by access to contact details and communication history.

• Organise client details systematically for easier tracking and relationship management.

• Make informed decisions and optimise strategies with comprehensive client profiles and historical data.

To navigate to the Client Summary page, follow these steps:

• Navigate to the main navigation header bar and click on Clients.
• Access the list of all clients, then click on any client to be directed to the Client Summary page.

Client Summary Page 

Here's an elaboration on the features typically included on the client summary page:

• Status: The client status indicates the current stage or status of the client relationship, providing valuable insights into the client's lifecycle. You can update the status from the client summary page.
• Tag: Tags are customisable labels that you can assign to clients to categorise them based on specific criteria or characteristics. You have the option to activate or deactivate tags directly from the client summary page.
• Summary: The Summary tab comprises vital sections including Client Details, Organisation Structure, Location/Address Details, Email Details, and more, allowing for easy editing and addition of information.
• Jobs: This feature allows you to create new job opportunities associated with the client, enabling effective tracking.
• Location: You can add various types of locations related to the client, including billing addresses, workplace addresses, and other relevant locations.
• Contacts: You can add and manage individual contacts associated with the client, including key decision-makers, stakeholders, and representatives.
  • Assign Contact: This function allows you to allocate specific contact(s) to a client, enhancing communication and collaboration efficiency.
    • Primary Contact: The main communication point within a client organisation. This individual manages the relationship with the recruitment agency, coordinates recruitment efforts, and addresses any needs or concerns related to the recruitment process. To select any contact as the primary contact, toggle the Primary Contact option under the Contacts section upon assigning contact(s).
  • Delink Contacts: This feature enables you to detach specific contact(s) from a client.

• Activity: The activity log records all interactions, updates, and changes related to the client, providing a chronological history of events and activities. 

• Mail: Enables communication with clients via email. Records all emails associated with the specific client.

• Notes: You can add, edit, and view notes about the client, including meeting notes, important details, and reminders, helping to maintain comprehensive client records.

• Meeting: This feature allows you to schedule, manage, and track meetings with the client, including invitations, agendas, and follow-up actions.
• Document: You can upload, store, and manage documents and files relevant to the client, such as contracts, agreements, and reports, ensuring easy access and sharing

• Team: This section displays the team members or users assigned to work on tasks related to the client, facilitating collaboration and teamwork.

Actions to perform under the three-dot button:

• Add a Job: Allows you to create a new job associated with the client.
• Edit: Enables you to modify the client's details such as name, contact information, etc. 
• Edit Ownership: Allows you to change the ownership of the client record.
• Manage Access: Provides options to control and adjust access permissions for the client.
• Send Mail to Contacts: Facilitates sending emails to contacts associated with the client.
• Send SMS to Contacts: Enables sending SMS messages to contacts linked to the client.

Client Summary Page - Actions