Client list and search

Configured in

• client-custom-properties

Every client account at a glance — logo, name + address, contact count, status, live open-positions count, creation date. 9 built-in filters, three sort keys, two bulk actions, a 12-field XLSX export and a Bulk Import shortcut.

Where to find it

Main menu → Clients

Who can use it

Account owners, recruiters and admins with access to clients

Direct URL

https://app.nextal.com/clients

🔒Requires permissions:Client List, Client Read

Note

Shared list controls — documented once on Candidates. The search bar, the 6 filter types (text, number, date, select-single, select-multi, file), the Sort popover, saved filters and the favorites bar behave exactly the same on every list in Nextal. They are documented in detail on the Candidates list page — this page only lists what is specific to this list (its filter set, sort keys, columns, row actions, bulk actions, export fields and page-level toggles).

Screenshot pendingThe full Clients list — four statistics tiles on top, toolbar, results table, pagination

The full Clients list. From top: 4 statistics tiles · toolbar (refresh, Add Client, search, Filters, Sort, Bulk Import, Export) · 7 columns · pagination.

Statistics tiles at the top

Screenshot pendingThe four statistics tiles above the toolbar showing Total / Last 365 days / Last 30 days / Last 7 days

Four counters above the toolbar — Total · Last 365 days · Last 30 days · Last 7 days.

Four counters above the toolbar. Each counter queries getAllClients with a date window and shows the total elements matching:

• Total — every client account ever created in your tenant.
• Last 365 days — clients whose Creation Date is within the past year (rolling).
• Last 30 days — clients created in the past month.
• Last 7 days — clients created in the past week.

The tiles do not respect the filter drawer or the search bar — they always show the unfiltered counts. Use them as a “how big is the book?” pulse, not as a filtered analytics widget.

Toolbar

Same six-control structure as every other list (see the Candidates list page for the shared layout), plus two right-side shortcuts:

• Refresh button (circular arrow icon).
• 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).
• Search input — 300 ms debounce, full-text across name and address.
• Filters button — opens the filter drawer.
• Sort button — opens the Sort popover.
• 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.

The Clients list has no page-level toggles — no archive switch, no closed-job switch, no spontaneous switch. The toolbar stays exactly the same regardless of selection or context.

Filters specific to Clients

The filter drawer exposes 9 built-in filters, 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.

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 (7)

Screenshot pendingThe Clients table showing the 7 columns with one row: checkbox, name+address+logo, contacts count, status chip, open positions count, creation date, action menu

A single row in the Clients table. The Name column shows the logo, the company name (clickable), and the formatted address 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 formatted address on a second line below 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.”
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. Creation Date — formatted with your locale’s short date format (e.g. 06/01/2026).
7. Action — 3-dot menu. Only visible if you have edit access to clients.

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

Row actions (3-dot menu)

Screenshot pendingThe 3-dot menu on a client row showing two entries: Edit and Share

Two entries — Edit and Share — visible with CLIENT_EDIT permission.

Visible only if you have edit access to clients. The current implementation renders two entries:

• Edit (pencil icon).
• Share (share icon).

Caution

Row actions are placeholders. Both row-action entries currently route to # (no-op anchor) in the source code — they are visual placeholders for a future iteration. Click the Name in the row instead to open the client profile.

Bulk select and bulk actions (2)

Screenshot pendingThe 2 bulk-action buttons that replace the Clients toolbar after ticking at least one row: Add tag, Change status

When 1+ clients are ticked, the toolbar is replaced by these 2 bulk-action buttons.

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 toolbar is replaced by a bulk-action bar with exactly two buttons:

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

Screenshot pendingThe Export side panel for Clients with 12 toggleable fields

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

Where. Top-right of the toolbar, next to Bulk Import. 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 table — URL parameter ?page=0. 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

• 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.
• Use the Contacts column as a relationship depth signal. 1 contact = single point of failure. 5+ contacts = healthy multi-stakeholder relationship.
• 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.