Zoho Recruit | Creating Contacts

Creating Contacts

Methods

In Zoho Recruit, you can create contacts by:
  1. Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources.
  2. Importing contacts from external source: You can gather data through various sources, e.g. contacts from different clients and import the CSV and XLS files into Zoho Recruit.
  3. Capturing contacts from websites: You can create web forms and allow website visitors to submit their contact details or questions directly through forms. These details submitted in the website are captured directly into the Contacts module.
  4. Converting candidate to contact: On candidate conversion, contacts, clients and job openings can be created.

Note:
Some of the standard fields may not be visible or editable depending on your organization's recruitment 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.

Create Contact Individually

You can create contacts individually by:
  1. Filling in the details in the contact creation form.
  2. Cloning the contacts with a few changes in the existing contact details.
To create contacts individually
  1. In the Contacts module, click New Contact.
  2. In the Create Contact page, enter the contact details. (Refer to the Standard Fields)
  3. Click Save.
Note:
  1. By default, the person who creates the contact owns it.
  2. To change owner, click the Change link in the Contact Owner field from the Contact Details page and select another user.
  3. While selecting the Account from the Lookup field's pop window, there is also an option to create an Account.
  4. You can use this option to quickly create an account by providing some mandatory information. You have two options:
    1. Click Save. The record will be saved and it will be listed with the other accounts. You can select it to associate to the contact that you were creating.
    2. Click Save & Associate with save the new record and also associate it to the contact that you were creating.
To clone contacts
  1. In the Contacts tab, click a particular contact that you want to be cloned.
  2. In the Contact Details page, click Clone.
  3. In the Clone Contact page, modify the required details.
  4. Click Save.

Work with the Contacts details page

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

To view the contacts details page
  1. Click the Contacts module.
  2. Click the desired account from the Contacts list view.
  3. You will see the details page of the contact.
Here is a quick-tour of the Contact's details page:


Switch between the Info and Timeline views of the contact's details page.
  1. Info: Displays the details of the contact
  2. Timeline: Displays a history of actions performed on the contact's details page.
  3. View the business card details of the contact.
  4. Easily Send Mail to the contact or Edit the contact.
  5. Click the More icon to execute further options such as clone, share, customize the business card and so on.
  6. From the Related List section, quickly access related lists such as Activities, Attachments, Job Openings, Zoho Projects and so on.
  7. Scroll down to navigate to all the related lists on the record's details page.
  8. Access custom links and social links related to the contact.
  9. View Notes for the contact. This includes check-ins made on your mobile app as well as comments made on a project's task.

Associate Contact with other Records

You can create a 360-degree view of the contact to display all the associated details, such as job openings, trouble tickets, open activities, history of the completed activities, attachments, and notes.
In the Contact Details page, you can update the following:
  1. Member Clients: To add other divisions or subsidiaries to the parent client
  2. Open Activities: To add tasks and events
  3. Closed Activities: To display all the closed tasks and events
  4. Cases: To create cases for the contact
  5. Products: To add products for the contact
  6. Attachments: To attach documents and notes
  7. Notes: To attach notes to the contact.
  8. Job Openings: To add job openings to the client
  9. Contacts: To add contacts to the client.

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                          Zoho Marketing Automation

                            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 SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep 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 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 ...
                                                                                      • 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 Custom Fields

                                                                                        In Zoho Recruit, you can add new fields as required. These fields will be available to all the users added to your organization's Recruit account. Customize Zoho-Defined Fields: You can edit, delete, and hide some of the Zoho-defined fields, but note ...
                                                                                      • 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 Tasks and Events

                                                                                        Activities play an important role in daily business operations. Activities can be either time bound calendar events, such as interviews, seminars, appointments, etc., or status bound tasks, such as send status report to hiring manager, send email to ...
                                                                                      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