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