Zoho Recruit | Create Clients

Creating Clients

Methods

In Zoho Recruit, you can create clients by:
  1. Entering data in the client's details form: You can manually fill in the Client details gathered from various external sources.
  2. Importing Candidates from external source: You can gather data through various sources and import the CSV and XLS files into Zoho Recruit.
  3. Converting Candidate to Client: On candidate conversion, contacts, clients and job openings can be created.
  4. Synchronizing Microsoft Outlook contacts: Synchronize the contacts in Microsoft Outlook with Zoho Recruit. In special cases: A client will be created in Zoho Recruit while the Company Name field is specified in the Microsoft Outlook
Note:
Some of the standard fields may not be visible or editable depending on your organization's business process. 
In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator

Creating Clients Individually

You can create clients individually by:
  1. Filling in the details on the client creation form.
  2. Cloning the client with a few changes in the existing client details.

Availability

Profile Permission Required: Access to the Clients Tab with the Create permission enabled.

To create clients individually
  1. In the Clients module, click (Add button) to add a new client.
  2. In the Create Client page, enter the client details. 
  3. Click Save.
To clone clients
  1. In the Clients tab, click a particular client that is to be cloned.
  2. In the Client Details page, click (More button) and choose Clone from the list.
  3. In the Clone Client page, modify the required details. 
  4. Click Save.

Client Details Page

Once you have created a client, you can view the details of the client in the record's details page. The details page of a client presents information related to the clients - for example, job openings and contacts related to the clients, activities, notes, events, emails and so on - in a single location.

To view the client details page
  1. Click on the Clients module.
  2. Click on the desired client from the Clients list view.
  3. You will see the details page of the client.
Here is a quick tour of the Client's details page:

Switch between the Info and Timeline views.
  1. Info - Displays related lists and links associated the client
  2. Timeline - Displays a history of actions performed on the client's details page.
  3. Business card view - View the top 5 fields related to the client. You can customize the business card to view a client.
  4. Edit - Allows you to edit the record.
  5. More icon - Displays further options that you can perform for the client.

View related details such as potentials and contacts related to the client.
  1. Related Lists Section- Navigate to the desired related list from this section. You can add a new related list as well as add new entries to an exisiting related list from this section.


  2. Custom links - View custom links associated with the client.
  3. Notes - View notes associated with the client.
  4. Related Lists- Scroll down to see all the related lists associated with the client.

Associate Client with Other Records

You can create a 360-degree view of the client to display all the associated details, such as contacts, job openings, activities, attachments, and notes in a single view.
In the Client Details page, you can update the following:
  1. Job Openings: To add job openings.
  2. Contacts: To add contacts.
  3. Open Activities: To add tasks and events (meetings and calls).
  4. Closed Activities: To display the closed activities.
  5. Attachments & Notes: To attach documents and notes.
  6. Member Clients: To add other divisions or subsidiaries to the parent client.

Add Member Clients

Member Clients are secondary clients added to an existing parent client. This allows having separate clients with different divisions within a parent company and provides a full view of the individual clients as well as the consolidated clients within the parent client.

To add a member client
  1. In the Client Details page, the existing member client details, if any, are displayed.
    1. Click on Client Name, Phone, Website, Client Type, Industry, or Annual Revenue links to sort the display order of the records.
    2. Click on the relevant Edit or Del link to modify or delete the member client respectively.
  2. Click on New.
  3. Enter the member client details.
  4. Click Save.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                                   
                                                                    

                                                                  Videos

                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    Zoho Sheet Resources

                                                                     

                                                                        Zoho Forms Resources


                                                                          Secure your business
                                                                          communication with Zoho Mail


                                                                          Mail on the move with
                                                                          Zoho Mail mobile application

                                                                            Stay on top of your schedule
                                                                            at all times


                                                                            Carry your calendar with you
                                                                            Anytime, anywhere




                                                                                  Zoho Sign Resources

                                                                                    Sign, Paperless!

                                                                                    Sign and send business documents on the go!

                                                                                    Get Started Now




                                                                                            Zoho TeamInbox Resources





                                                                                                      Zoho DataPrep Demo

                                                                                                      Get a personalized demo or POC

                                                                                                      REGISTER NOW


                                                                                                        Design. Discuss. Deliver.

                                                                                                        Create visually engaging stories with Zoho Show.

                                                                                                        Get Started Now









                                                                                                                            • Related Articles

                                                                                                                            • Creating Contacts

                                                                                                                              Methods In Zoho Recruit, you can create contacts by: Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources. Importing contacts from external source: You can gather data through ...
                                                                                                                            • Creating Job Openings

                                                                                                                              Methods In Zoho Recruit, you can create job openings by: Entering data in the job opening details form: You can manually fill in the Job Opening details gathered from various external sources. Importing job openings from external sources: You can ...
                                                                                                                            • Creating Dashboards

                                                                                                                              The dashboard is a summarized view of the custom report data in Zoho Recruit. It provides a platform for real-time analysis of the stages in your firm's recruitment process. You can make your dashboards publicly accessible to all users or to select ...
                                                                                                                            • Creating Candidate Records

                                                                                                                              Methods There are multiple ways for creating candidate records in Zoho Recruit, namely; Entering data in the candidate details form: You can manually fill in the Candidate details gathered from various external sources, e.g. trade shows, exhibitions, ...
                                                                                                                            • Managing Clients

                                                                                                                              Introduction In a typical recruitment scenario, a Client represents a Company or a Department within the company, with which your organization is currently recruiting for with or is planning to recruit for in the future. A client record stores the ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

                                                                                                                                Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                eBooks

                                                                                                                                Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                Webinars

                                                                                                                                Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                CRM Tips

                                                                                                                                Make the most of Zoho CRM with these useful tips.



                                                                                                                                  Zoho Show Resources