Client creation

Configured in

• entities

Add a new client (company) to Nextal. Opens as a side panel from the clients list — fill in the basics and the new client is ready to receive jobs and contacts.

Where to find it

Clients list → Add Client button

Who can use it

Team members who can create clients

Direct URL

https://app.nextal.com/clients

🔒Requires permission:Client Create

Creating a client is the starting point for everything else — until a client exists, you can’t link contacts to it, can’t open jobs under it, and can’t run reports for it. The form is intentionally short: just enough to get the client created. Everything else (logo, tags, custom properties, segments) is filled in later from the client profile.

Screenshot pendingThe Add Client side panel: a form with optional Entity dropdown at the top, Name and External Reference fields, and an Address search box that gives suggestions as you type.

The Add Client side panel. Entity (if your organisation uses entities), Name, External Reference and Address.

Opening the form

1. Go to the clients list

   Click Clients in the main menu.

2. Click Add Client

   The button is on the top-left of the list toolbar. Visible only to team members with permission to create clients. A side panel opens from the right.

Filling the form

Entity (if your organisation uses entities)

If your organisation has multiple legal entities or divisions configured, the form starts with an Entity dropdown. Pick which entity owns this client. If your organisation hasn’t set up entities, this field doesn’t appear.

Name *

The company name. Required. This is what appears everywhere the client shows up — on the list, on job listings, on candidate forwards. Pick a clean canonical name (e.g. “Acme Corp”, not “acme corp.” or “ACME CORPORATION INC.”).

External Reference (optional)

An internal ID you may want to keep in sync with another system (your CRM, accounting tool, etc.). Free text. Searchable later from the clients list.

Address *

Type to search. Suggestions appear as you type, powered by an address-completion service. Pick a result to fill in the structured fields (street, city, province, postal code, country) plus the geographic coordinates — those coordinates are used later for distance-based matching.

Caution

Address must come from the dropdown. You must pick a valid address from the dropdown. Typing free text and hitting Save isn’t enough — if no suggestion is selected, the form blocks save with the message “Please select a valid address from the dropdown”.

Saving

Click Save at the bottom of the panel. If anything is missing or invalid, the form highlights the problem. If everything checks out:

1. The client record is created.
2. The side panel closes.
3. You’re sent straight to the new client’s profile page, where you can fill in the rest (logo, description, tags, custom properties, contacts, etc.).

Screenshot pendingThe new client profile page right after creation, with the name and address filled in and empty tabs ready to be populated.

You land on the client profile right after saving — ready to add logo, contacts, tags and the rest.

Who can do what

What you want to do

What you need

See the Add Client button

Permission to create clients

Open the side panel and fill the form

Same

Save the new client

Same

Tips

• Keep names canonical. A consistent naming convention (e.g. always use the legal name, no abbreviations) makes the list searchable and avoids accidental duplicates.
• Use the External Reference for cross-system links. If you also track clients in QuickBooks or Salesforce, put their ID here. You can search by it later.
• Pick a real address even if the client is fully remote. A registered HQ address keeps geographic reports working. You can always add more locations later from the client profile.
• Add the logo right after. The first thing you’ll want to do on the new client profile is upload their logo — it shows up on candidate cards, kanban boards and the dashboard.