Client Summary

The  Client Summary  page serves as a centralised hub for managing and accessing detailed information about individual clients. It provides a comprehensive overview of each client's profile, including contact information, job requirements, communication history, and associated documents.

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. Update the status using the control in the top‑left corner—any change you make there will automatically appear in the Status field of the Details section.
• 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. 

Optional Reading: To read more on client activity, click here: Client Activities.

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

Optional Reading: To read more on client mails, click here: Client Mails.

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

Optional Reading: To read more on client notes, click here: Client Notes.

• 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.

Optional Reading: To read more on client documents, click here: Client Documents.

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

Optional Reading: To read more on client relationship team, click here: Client Relationship Team.

• SMS: Send new SMS to contacts.
• Call:  Easy access to call logs. It displays the total number of calls related to a specific client, with the option to log manual calls for accurate tracking.

Optional Reading: To read more details on the call tab, click here: Call Page - Client Summary.

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.

 Clients cannot be deleted from the application because deleting their records might disrupt CRM data consistency. Additionally, legal and business requirements often mandate retaining client records for a certain period, even after the relationship ends.

• Share Client: Share client with Entire OnHire to maintain a synchronised client repository, ensure data consistency, and streamline job sharing by eliminating redundant entries.

Recommend reading:  To read more details on how to share a client, click here: Create Client.

Client Summary Page - Actions 

Recommend reading:  To view how the client and their details appear in Entire  OnHire, click here:   ClientProfile.

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