How to Manage Clients? RP-40512

Recruitment  

The Manage Clients page allows users to manage external clients by entering their contact and address details, which are essential for recruitment-related communications and coordination.

Navigation Path: Recruitment → Settings → Manage Clients

Steps to Add a Client:

  1. Select Contact Type – Choose the type of contact (e.g., Company, Individual).
  2. Select Contact Category – Choose the appropriate category for the contact (e.g., Vendor, Client).
  3. Enter Name – Provide the full name of the client.
  4. Enter Display Name – Specify the display name to be shown in the system.
  5. Select Preferred Language – Choose the client's preferred language for communication.
  6. Enter Remarks – Add any additional notes or comments related to the client.
  7. Enter Communication Details – Provide phone numbers, email addresses, and other contact information.
  8. Enter Address Details – Input the full address of the client including city, state, country, and postal code.
  9. Click Save – Save the client details.

Purpose:

To maintain a comprehensive and organized directory of external clients, enabling efficient communication and relationship management throughout the recruitment lifecycle.

 
 
 

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