Contact Management
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      1. XeopleRecruit Knowledge Base
      2. Contact Management

      Contacts Landing

      The Contacts Landing page typically includes a comprehensive list of all client contacts created within the system.

      To navigate to the Contacts Landing page, follow these steps:

      • Navigate to the main navigation header bar and click on Contacts.

      • You will view the list of all contacts along with their basic details. 

      Contacts - Contacts Landing Page 

      Actions to perform on the Contacts Landing page:
      • Search: Allows you to swiftly locate specific contact(s) by entering keywords or search terms, facilitating efficient retrieval of relevant contacts or details.
      • Refresh Button: Allows you to refresh the page and update the contact listings in real-time.
      • Proximity: The proximity search feature allows you to find contact(s) by entering an address and setting a specific kilometer (KM) range around that address as a permanent filter. 
      • Send Mail & SMS: Send mail or SMS directly to contact(s).

      Note: The email description header includes a Job Placeholder, containing job-related tags such as Job Title, Job Type, Candidate Name, Job Owner, Location, Experience, Salary Band, and more, to insert in the email description. These are dynamic content tags which pick the values from the Job listing automatically.

      • Column Filters: You can use the column filters to refine the data displayed in a particular column based on specific criteria or conditions.

      Contacts Landing Page - Actions to Perform