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Client list and search

Every client account at a glance — logo, name + city, contact count, status, live open-positions count, creation date. 19 built-in filters (31 with the CRM module), three sort keys, two bulk actions, a 12-field XLSX export and a Bulk Import shortcut.

Where to find it
Top menu → Clients
Who can use it
Account owners, recruiters and admins with access to clients
Direct URL
https://app.nextal.com/clients
The full Clients list. From top: title, total and ⟳ · toolbar (search, Filters, sort, Bulk Import, Export, Add Client) · results table · pagination.

Total next to the title

The total right of the title — the number of clients in the list on screen.

Right next to the page title, a number tells you how many clients the list on screen holds — for example Clients · 1,248. Hover over it to see the Total: 1,248 tooltip. Right after it, the small ⟳ button (Refresh the list) reloads the list.

The total follows the list: it changes with the filter drawer and the search bar. While the list reloads, it keeps the previous number until the new one arrives.

Toolbar

Same layout as every other list (see the Candidates list page). From left to right:

  • Search input — its placeholder reads Search by name, phone, email…. 300 ms debounce, full-text across the client’s name, phone, fax and email, plus the text of its comments, emails and files. The search matches whole words: for a number, type a digit group as it appears on the profile (381-3313 or 3313 find (514) 381-3313); for an email, type the full address.
  • Filters button — opens the filter drawer; shows the number of applied filters.
  • Sort button — names the current order and opens the Sort popover.
  • Show prospects — with the CRM module, and only when your organization has client statuses of the prospect or lost type. Also lists the CRM-only companies (prospects and lost), hidden by default.
  • Bulk Import link (with permission to create clients) — navigates to /clients/bulk-import for spreadsheet-driven creation.
  • Export button (with permission to create clients) — opens the export side panel.
  • Add Client button (with permission to create clients). Opens a side panel asking for: Entity (only if multi-entity is enabled), Name (required), and an Address picked via the Google Places autocomplete (required — the form refuses to save without a valid geocoded address).

On a narrow window, the right-hand group moves to a second line. Apart from Show prospects, the Clients list has no page-level toggles — no archive switch, no closed-job switch, no spontaneous switch.

Filters specific to Clients

The filter drawer exposes 19 built-in filters — 31 with the CRM module (contact Nextal to enable it) — plus every active client custom property defined in Settings → Customization → Client properties (those appear at the bottom of the available-filter list with the type chosen by your admin).

Name (text)

Operators: equals / contains / do not contains / has no value / has a value. Matches the client’s display name (case-insensitive, accent-insensitive). Useful when you remember part of a company name but the search bar is too broad.

Creation Date, Last Update Date (date)

Operators: equals / before / after / between / has no value / has a value. Creation Date is when the client account was first created in Nextal. Last Update Date is the most recent modification (any edit on the profile bumps it).

Status (select)

Operators: is / is not. Options come from your organization’s configured client statuses (Settings → Customization → Client statuses). Common shapes: Active, Prospect, Inactive, On hold.

Entities (select)

Operators: is / is not. Only meaningful when your tenant has multi-entity enabled. Lets you narrow to a specific division/subsidiary.

Tags, Locations, Departments, Segments (select-multi)

Four separate multi-select filters, each backed by its own admin-managed tag list:

  • Tags — free-form tags from getClientTag().
  • Locations — geography labels (e.g. “Montreal HQ”, “Toronto branch”) from getClientLocationTag().
  • Departments — department labels (e.g. “Engineering”, “Operations”) from getClientDepartementTag().
  • Segments — business-segment labels (e.g. “SMB”, “Mid-market”, “Enterprise”) from getClientSegmentTag().

Each filter has the standard 5 multi operators: has one of / has all / has none of / has no value / has a value.

Client manager, Created by (select)

Operators: is / is not. Both lists offer the users of your organization. Client manager is the user shown in the profile header; Created by is whoever created the account (a bulk import credits the person who ran it).

Industry (select)

Operators: is / is not. The same list of industries as the profile’s Company sheet, in your language.

City, Province (select)

Operators: is / is not. The options are the cities and provinces of the addresses already on your clients — a city with no client never appears.

External reference, Website, Phone, Fax, Email (text)

Operators: equals / contains / do not contains / has no value / has a value. They read the fields of the profile header and the Overview and Company sheets. Contains ignores case, so a digit group finds a phone number (contains 381-3313) and a domain finds every email at that company (contains @acme.com). Has no value on Email or Phone lists the accounts whose contact info is still to be filled in.

Filters available with the CRM module

The following filters appear only when the CRM module is enabled on your account (contact Nextal to enable it). They read the fields of the profile’s Company sheet and header.

  • Rating (number) — operators equals / greater than / lower than / between / has no value / has a value, on the 1–5 stars. Greater than 3 lists the four- and five-star accounts.
  • Priority (select) — is / is not Low, Medium or High.
  • Account manager, Sales rep (select) — is / is not a user of your organization.
  • Account type, Source, Referred by, Services (text) — the five text operators. Services matches any of the services listed on the client (contains Payroll finds every account that has a service containing “Payroll”).
  • Number of employees, Annual revenue, Founded (number) — the six number operators. Founded is the four-digit year; Annual revenue is in whole currency units, without separators.
  • Last activity (date) — the date of the latest call, meeting, note, email, task, status change or contact attached to the client, as shown in the profile’s head line. Before [a date] is the “no activity since” question: Last activity before [3 months ago] lists the accounts nobody has touched in a quarter; has no value lists the ones that never had any activity.

Custom properties

Any active client custom property your admin has defined is appended to the available-filter list with the type configured there (text, number, date, select, select-multi).

Sort keys

The Sort popover (icon on a green chip on the right of the toolbar) exposes three keys, plus Relevance when search is active:

  • Name — alphabetical.
  • Status — by configured status order.
  • Creation Date — the default. DESC by default (newest clients first).
  • Relevance — only appears when a text search is active; becomes the new default sort.

Columns in the table (6, 7 with the CRM module)

A single row in the Clients table. The Name column shows the logo, the company name (clickable), and the city on a second line.

From left to right:

  1. Checkbox — only visible if you have edit access to clients. Used for bulk select. The header checkbox toggles all rows on the current page.

  2. Name — three pieces inside one cell:

    • A small round logo (SmallLogo) if the client has a photoId set; otherwise a colored avatar with the client’s initials.
    • The company name — clickable, opens /clients/<id>. Requires read access to clients.
    • The city on a second line below the name (the full address when the city is missing). The full address shows when you hover over the name.

  3. Contacts — a number. Live query: counts how many Contact records have clientIds containing this client’s id. Shows nothing while loading. Read this as “how many people on this client we have on file.”

    With the CRM module (contact Nextal to enable it), the column is titled Primary contact and shows the client’s primary contact: their initials, their name (a link to their profile) and their phone, for example Marie Tremblay · (514) 555-0199. A client with no primary contact shows its contact count in grey instead — 3 contacts, 1 contact, or — when it has none.

  4. Status — colored chip from the client’s configured status, with the chip color driven by the status’s level attribute (danger, primary, info, success, warning, default).

  5. Open Positions — a number. Live query: counts how many of the client’s jobs are not closed. A skeleton bar is shown while the count loads. Zero = no active hiring on this account.

  6. Stars — with the CRM module only: the client’s rating, 1 to 5 stars, read-only here. It is set in the header of the client profile.

  7. Creation Date — formatted with your locale’s short date format (e.g. 06/01/2026).

Columns are not reorderable or resizable, and you cannot add or remove them — the column set is fixed.

Opening a client from the list

Click anywhere on a row to open the client profile — that is where you edit it. Ctrl + click (⌘ + click on a Mac) or middle-click the name to open it in a new tab. The checkbox and the links in the row (the primary contact, with the CRM module) keep their own action.

Rows have no 3-dot menu and no Action column. Without read access to clients, rows do not open.

Bulk select and bulk actions (2)

When clients are ticked, the selection bar replaces the toolbar: the number of ticked clients, Clear and 2 actions.

Ticking the master checkbox in the header selects every row on the current page; ticking a row checkbox adds that row to the selection. Selection persists across pages — switch to page 2, tick more rows, and the selection grows.

When at least one row is ticked, the selection bar replaces the toolbar. It shows how many clients are ticked (2 clients selected), Clear, which unticks every row, then exactly two actions:

1. Add tag (tag icon)

Opens a tag picker side panel. Pick one or more tags from getClientTag(). Confirming appends the chosen tags to every selected client — existing tags on each client are kept. There is no bulk “Remove tag” — only addition is supported.

2. Change status (board icon)

Opens a status picker side panel. Pick one status from the configured client statuses. Confirming applies that single status to every selected client (the per-client status field is overwritten). Useful at quarter end to bulk-archive prospects that have gone cold.

Both bulk operations require edit access to clients. There is no bulk Share, no bulk Delete, no bulk Merge, no bulk Email/SMS, no bulk Export-selected — the export uses the current filter set, not the ticked selection.

Export

Export side panel — 12 fields, 4 active by default. The current filter and search are applied; the sort is preserved.

Where. On the right of the toolbar, between Bulk Import and Add Client. Requires the permission to create clients.

How it works. Honors your active filter, search and sort exactly like the Candidates export. Generates a client-side XLSX via SheetJS, named clients_DD/MM/YYYY.xlsx, sheet name Client Information. Hard-capped at the first 1000 clients; if your filtered result exceeds that, a warning toast appears (“Only the first 1000 clients can be exported”) and the file contains the top 1000 per current sort.

The 12 exportable fields

On by default (4):

  • Name.
  • Address — flattened to a string (the structured address object is serialized).
  • Status — exported as the human label (e.g. Active), not the numeric ID.
  • Creation Date — formatted with your locale’s short date format.

Off by default (8) — toggle on if you need them:

  • Last Update Date, Website, Industry.
  • Locations, Departments, Segments — each exported as comma-separated strings within a single cell (e.g. “Montreal HQ, Toronto branch”).
  • Tags — also comma-separated.
  • Active — whether the client account is currently active.

Bulk Import

A Bulk Import shortcut sits in the toolbar next to Export (with permission to create clients). Clicking it navigates to /clients/bulk-import, a dedicated wizard that ingests a CSV or XLSX of clients with column mapping, validation and per-row error reporting. Use it whenever you have more than ~10 clients to add at once — manual creation via the Add Client side panel is faster for one-offs but slower for batches.

Pagination

Standard pagination footer at the bottom of the list — URL parameter ?page=0. It stays in view while you scroll the table, whose column header stays visible too. Any filter, search, sort or page-toggle change resets page to 0 so you don’t land on an empty page 7.

Tips and shortcuts

  • A number or an email is enough. When a client calls, type the number on the display or the sender’s address into the search: the profile comes up without knowing the company name — provided the phone, fax or email is filled in on the profile header.
  • Build segment-based saved filters. Combine the Segments, Locations and Departments multi-selects to build per-vertical lists (“Quebec manufacturing clients”, “Toronto SMB”), then save and favorite them — one click each from the favorites bar above the table.
  • The Open Positions column is a sales signal. A 0 there often means a client account that has not produced active hiring in months — a good candidate for a relationship check-in. Sort by Status and scan for inactive accounts with 0 positions.
  • Status + Last Update Date together spot cold accounts. Filter Status: Active + Last Update Date before [3 months ago] — those are nominally-active clients who haven’t been touched in a quarter. With the CRM module, Last activity before [3 months ago] is the sharper version: it ignores profile edits and only counts calls, meetings, notes, emails, tasks, status changes and contacts.
  • Split the portfolio by owner. Client manager is [you] — or, with the CRM module, Account manager / Sales rep — saved as a favorite gives each person their own book of accounts in one click.
  • Find the gaps in your contact data. Phone has no value or Email has no value lists the accounts the search bar will never find by number or address; fill them in from the profile header.
  • Use the Contacts column as a relationship depth signal. 1 contact = single point of failure. 5+ contacts = healthy multi-stakeholder relationship.
  • Spot the accounts without a primary contact (CRM module). In the Primary contact column, a grey number instead of a name flags a client where nobody has been set yet; open its Contacts tab and click the right person’s star.
  • Export before quarterly account reviews. Tick on Tags + Segments + Industry + Website fields before exporting — that gives ops the most usable Excel for slicing the book.