Managing Clients
Introduction
Availability
Clients Home Page
Click on the Clients module to view your client records and perform the following operations:
- The records are displayed in List Views. Define your own Custom Views as per your requirements. Some system defined list views are already available, such as My Clients, New This Week, New Last Week, Unread Clients, Recently Viewed Clients, etc.
- Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
- Use the More option to perform some common operations to manage clients. For example mass transfer, mass delete, export clients etc.
- Search records by alphabet, by information, or by criteria.
- Filter clients based on hiring priorities using advanced filters.
- Print the clients along with the necessary details.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Working with Candidates
Introduction Candidates play a very important role in an organization's Recruitment process. Sourcing candidates and managing them are the initial stages in the recruitment process. Candidates can be obtained through job boards, career website pages, ...Creating Clients
Methods In Zoho Recruit, you can create clients by: Entering data in the client's details form: You can manually fill in the Client details gathered from various external sources. Importing Candidates from external source: You can gather data through ...Client Portal - An Overview
The Client Portal in Zoho Recruit allows you to collaborate with your clients in a secure, structured, and trackable way. Instead of relying on emails or external tools, you can share candidates, collect feedback, and manage client interactions—all ...Merge Duplicate Records
Duplicate records can lead to data inconsistencies and confusion in your Zoho Recruit database. For example, imagine having multiple candidate profiles, client entries, or contact details that essentially represent the same entity. This can make it ...Standard Fields in Clients
Following are the list of Zoho defined standard fields available in the Clients module: Field Name Description Data type Maximum Limit Client Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Client Owner Select the ...