Client Contact

Client Contact records are created and managed to store information about the Contacts that perform roles relevant to the recruitment and post recruitment process. For example Contact's who request job orders, supervise placed Candidates, review / approve timesheets, Contacts who are responsible for invoices.

Client Contact Records are linked to a Client Record as shown below.
Client Contacts can also be linked to one or many Cost Centres owned by the Client.
Client Contacts can be linked to other Clients within the Parent Group. This relationship may be required where the Contact works across multiple sites, therefore they need to be available in other Client's Records so they can be applied to Cost Centres, Job Orders etc. See the section Linked Contacts
Details are applied to the Audit Trail list where a field within the record is modified.

From the Client Contact Record, the following items can be accessed from the Quick Access section at the top of the record:

General - store and manage general information about the Contact including contact details, position, relevant Skill Groups and Position Types for Job requirements. Where the Contact is also a Candidate, an action is available to link the Contact to a Candidate Record.
Address - store and manage the Contact's main address.
Privacy - record and maintain the Contact's privacy preferences, for example if the Contact agrees to receive Email, SMS and Mail communication. Where the Client Contact is setup to use the Client Portal, they can also maintain these settings if required.
Portal User - setup and maintain the Client Contact as an online Client Portal user.
Custom Fields - displays any Custom Fields assigned to Contact records.
Cost Centre - link Contacts to Client Cost Centres, or remove Cost Centres applied to the Contact. Linked Cost Centres display in a list.
Linked Clients - link Contacts to other Clients within the Parent group, or remove a linked Client. Linked Clients display in a list. Comment - displays a list of Comments where the Contact has been applied. Actions are available to Edit or Delete the Comment from this list. An Add action is also available to create a Comment.
Job List - displays a list of Jobs where the Contact has been applied as the 'Order By' contact. A Copy Job action is also available from this list.
Activities - displays a list of Activities where the Contact has been applied. Actions are available to Edit or Delete the Activity from this list.
Record Properties - displays details about the record including creation date, created by, last update date etc.
Audit Trail - details are applied to the Audit Trail list where a field within the record is modified.
Communication History - displays a list of communication items dispatched to the Client Contact. Where Outlook Extensions is utilised by the user, this list can also include emails received from the Client Contact (see Add an Email to the Communications List f or details).

The following record actions are available:

Edit - edit the Contact record.
Delete - delete the Contact. Contacts cannot be deleted where they are in use, ie; are applied to Activities, Comments, Job Orders, linked to more than one Client record etc.
Manage Sections - remove, add, re-order sections within the record.
View Statistics - view statistics for the Contact including:
- Vacant Jobs - number of jobs that are not yet filled.
- Filled Jobs - number of jobs that have filled.
- M.A.T Revenue - summary of billing for the last 12 months.
View Organisational Hierarchy - view the organisational structure.

Click on any of the Child Pages below to navigate to the help topic you want to view. Alternatively, use the table of contents on the left-hand side to navigate to a topic.