Client profile
Everything Nextal knows about one client — name, logo, phone, fax, email, address, manager, status, plus a tab bar covering emails, files, jobs, contacts, reports, comments and tasks. The header is edited with the Edit button, in one panel; the profile, in a side panel.
The client profile is the home page for one company. It opens when you click a row in the clients list.
On a wide screen (1280 pixels and up), the client card sits in the left column and stays in place while you work in the tabs, on the right. On a narrower screen, it becomes a compact band above the tabs. The layout is the same as on the candidate profile — a button to hide the side panel, tabs under More, the compact band — without an AI Summary.
The client card
From top to bottom:
- Clients — the link back to the list, at the top left. At the top right: the Edit button (see Editing the header) and the 3-dot menu.
- The logo and the name — the client’s logo next to the company name; without an uploaded logo, the initials show instead. If your organisation uses entities, the client’s entity shows under the name.
- The stars (CRM module) — see Rating.
- The status — a colored pill showing the current status (Active, Prospect, Inactive, etc.). The color matches the level — blue, grey, green, red or orange.
- The social links — one icon per online profile that is filled in: Website, X (Twitter), LinkedIn, Facebook, Instagram, YouTube. A click opens the profile in a new tab; an empty link shows no icon.
- The primary contact (CRM module) — see Primary contact.
- The contact details — the company’s phone, fax and email, then the postal address. A 10-digit North American number displays as (514) 555-0199. The email is a link: a click opens your mail client.
- Managed by — the teammate in your organisation who manages this account. Useful for routing questions and assigning ownership.
- The priority (CRM module) — a flag icon, a colored dot and High priority (red), Medium priority (amber) or Low priority (grey).
- Created on… — at the bottom of the card: the creation date, who created the client, and the last update (date + author).
An empty value is not shown.
Rating (CRM module)
Five stars under the name rate the client out of 5. Click a star to set the rating; click the current star again to clear it. The rating is saved immediately — the stars don’t go through the Edit button. You need edit access on clients to change it; otherwise the stars are read-only.
Primary contact (CRM module)
Under the status, a chip shows the client’s primary contact: a ★ star, their initials, their name (a link to their profile), then their phone and email when filled in. Clicking the phone opens your calling app; clicking the email opens your mail client. In the compact band of a narrower screen, the chip shrinks to the star and the name.
The chip isn’t edited with the Edit button (tooltip Primary contact — change it from the Contacts tab): the primary contact is set, replaced and unset with the star on the Contacts tab.
While the client has no primary contact, users with edit access on clients see a grey ☆ No primary contact instead (tooltip Set one from the Contacts tab); clicking it opens the Contacts tab. Everyone else sees nothing. Nextal never sets one automatically: if the primary contact is removed from the client or deleted, the chip goes away and no other contact replaces it.
The 3-dot menu
Only visible if you have delete permission. One option:
- Delete client — red confirmation dialog. Once confirmed, the client is removed and you’re redirected to the dashboard. If the client still has jobs attached, deletion is blocked with “Client can not be deleted because it has jobs”.
Editing the header
The card’s fields are edited together, in one panel:
- Click Edit — at the top of the client card, in the compact band on a narrower screen, or in the identity line when the side panel is hidden. The Edit client panel opens on the right.
- Change the fields you need. They are grouped in four sections:
- Identity — the Name, required (“Required” if emptied), and, if your organisation uses entities, the Entity.
- Contact — Phone, Fax, Email and Address. On save, phone and fax keep only digits,
+, dashes, parentheses and spaces; the email is lowercased and trimmed. An email you change must be valid (“Please enter a valid email”). An emptied field is simply cleared. The address is picked from a search box with a map, which returns the geographic coordinates (used later for distance-based matching); until you pick a suggestion, the stored address and its position are kept. - Status and ownership — Managed by (a member of your team), Status (your organisation’s configured statuses) and, with the CRM module, Priority: None, Low, Medium or High.
- Links — Website, LinkedIn, X (Twitter), Facebook, Instagram and YouTube. A link you change must be a full URL, with https:// (“Please enter a valid URL”); a stored link you don’t touch never blocks the save.
- Click Save. The button turns on as soon as a field has changed; pressing Enter in a field does the same. The panel closes and the card shows the new values.
Cancel, the ✕, the Escape key or a click outside the panel close it without saving anything. If the save fails, the panel stays open with your entries and the message “The changes could not be saved. Please try again.”
The tab bar
Eight tabs cover every interaction with the client. Each tab title shows a small grey count when there’s content there (“99+” at 100 or more):
- Profile — four sheets: Overview, Company, Organization, Custom properties. See below.
- Emails — full email history with the client. See Client emails.
- Files — documents attached to the client. See Client files.
- Jobs — all jobs opened under the client. See Client jobs.
- Contacts — people who work at the client. See Client contacts.
- Reports — analytics dashboard scoped to this client. See Client reports.
- Comments — internal notes, calls and meetings. See Client comments.
- Tasks — follow-up reminders. See Client tasks.
The active tab is remembered in the page address — share a URL with a teammate and they’ll land on the same tab.
As on the candidate profile, the tabs that don’t fit on the bar move under More, and the button at the end of the bar hides or shows the side panel — see The tab bar of the candidate profile.
The Profile tab
The Profile tab gathers everything that describes the client beyond the header, in four stacked sheets. On the left, a section navigator — Overview, Company, Organization, Custom properties (with the number of filled-in properties) — highlights the section on screen and scrolls to the one you click. At the top, a line recalls when and by whom the client was created and last updated, then the last activity date — the most recent of a comment, an email, a task, a status change or a contact attached to the account.
As in the header, nothing is edited in place on this tab (except the logo): every sheet has its own Edit button that opens a side panel. An empty field shows as a dash. The navigator says as much: Edit opens the section in a sidebar. Phone, fax, email, address, manager, status and priority are edited with the Edit button of the header.
Overview
- External reference — an identifier you may want to keep synced with another system (CRM, ERP, accounting). Free text, optional.
- Source (CRM module) — where this client came from: Referral, Website, Trade show, etc. Free text.
- Referred by (CRM module) — who introduced them. Free text.
- Description — rich text for anything that doesn’t fit elsewhere: context on the relationship, their specific needs, ongoing pain points.
Company
- Industry — picked from a curated list of 18 options (Healthcare, Manufacturing, Retail, Finance, etc.).
- Website — shown as a short link (dizaro.com) that opens the site in a new tab. Type the address without https:// and Nextal adds it.
With the CRM module, the sheet continues with:
- Account type — free text (Direct hire, Contract, MSP, etc.).
- Number of employees — a whole number.
- Annual revenue — an amount, displayed compactly ($18M).
- Founded — a 4-digit year.
- Account manager and Sales rep — two members of your team, picked from the user list.
- Tax ID and DUNS — free text.
Organization
- Tags — for grouping clients.
- Services (CRM module) — the services you provide to this client, as free chips.
- Segments — business segments.
- Locations — the places the client operates in.
- Departments — the departments you recruit for at this client.
- Logo — the one item on this tab edited in place: drag a file in or click to browse. One logo per client. It appears in the client card next to the name, on candidate cards across the app, and on kanban boards.
Custom properties
Any extra fields your admin has configured for your organisation (account tier, support level, contract end date, etc.), one per line. The navigator’s counter says how many are filled in. If your organisation has configured none, the sheet says so and has no Edit button.
Editing the profile in the side panel
Click Edit on a sheet:
- Edit overview — external reference, source and referred by (CRM module), then the description in the rich-text editor.
- Edit company — the industry in a dropdown and the website; with the CRM module, also the account type, number of employees, annual revenue, founded year, DUNS, tax ID, and the two Account manager / Sales rep pickers. A website that doesn’t look like an address is rejected (“Enter a web address”); the founded year must have 4 digits (“Enter a 4-digit year”); employees and revenue accept grouping spaces and commas (18,000,000).
- Edit organization — five multi-select pickers: tags, services (CRM module), segments, locations, departments. Type a value that doesn’t exist yet to create it. The logo is changed from the sheet itself.
- Edit custom properties — one input per property, of the type your admin configured (text, number, date, select, multi-select).
Save closes the panel and confirms “The profile was saved”; Cancel discards the changes. If the save fails, the panel stays open with an error message and your entries intact.
Who created this client, and when
The “Created on…” line, at the bottom of the client card, tells you when the client was created, who created it, and the last edit (date + author). Useful when auditing where records came from. The same information, plus the last activity date, opens the Profile tab.
Who can do what
| What you want to do | What you need |
|---|---|
| Open and read the client profile | Access to clients |
| See the Edit button and edit a header field (name, entity, contact details, address, manager, status, priority, links), or the stars | Edit access on clients |
| Set the primary contact (CRM module, from the Contacts tab) | Edit access on clients |
| Edit a sheet on the Profile tab | Edit access on clients |
| Upload or change the logo | Edit access on clients |
| See the 3-dot menu / Delete | Delete access on clients |
Tips
- Fill in the phone and email right at creation. The clients list search finds them: type a number or an email address to land straight on the account.
- Upload the logo right after creation. The logo shows up everywhere — candidate cards, kanban boards, job listings. A consistent logo makes the app look professional to clients you forward candidates to.
- Use segments for reporting. If you separate clients into segments (enterprise, mid-market, smb, government, etc.), reports can be sliced by segment.
- Locations vs. address. The address in the client card is the legal HQ. Locations on the Profile tab are all the places the client operates — useful for jobs that need to be tagged with a city.
- Stars and priority say two different things (CRM module). The rating is the quality of the account; the priority is this moment’s urgency. A 5-star client can perfectly well be low priority this quarter.
- Deep-link tabs. The URL changes when you switch tabs — send a teammate the address to land them on the same tab.