Zoho Recruit | Working with Contacts

Working with Contacts

Introduction

Contacts are people who are part of your client organizations through whom you communicate regarding recruitment opportunities.

Availability

Profile Permission Required: Access to the Contacts Tab that includes View, Create, Edit, Share and Delete permissions.

Contacts Home Page

Click on the Contacts module to view the Contacts Home Page and perform the following operations:
  1. 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 Contacts, New This Week, New Last Week, Unread Contacts, etc.
  2. Mass delete the records by selecting the check boxes corresponding to the records and clicking on the Delete button.
  3. Mass email the contacts by selecting the check boxes corresponding to the records and clicking on the Send Mail button.
  4. Use the Contact Tools option to perform some common operations to manage contacts. For example, mass transfer, mass delete, export contacts, etc.
  5. Search records by alphabet, by information, or by criteria.
  6. Filter contacts based on priorities using the advanced filters.
  7. Print the contacts 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 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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 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 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 ...
                                                                                                              • Managing List Views

                                                                                                                A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer-specific data according to your business requirements. For example, you may be interested in following-up on the candidates ...
                                                                                                              • Converting Candidates into Contacts

                                                                                                                Zoho Recruit gives you the option to convert a candidate record into a contact record and vice versa. Single Conversion Click on the Candidate tab. In the Candidate list page, click on the candidate you desire to convert into a contact record. In the ...
                                                                                                              • 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, ...
                                                                                                              • Standard Fields in Contacts

                                                                                                                Following are the list of Zoho defined standard fields available in the Contacts module: Field Name Description Data type Maximum Limit Contact Owner Select the Zoho Recruit user to whom the account is assigned. Lookup - Salutation Select 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