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Client profile

Everything Nextal knows about one client — name, logo, address, manager, status, industry, plus a tab bar covering emails, files, jobs, contacts, reports, comments and tasks.

Where to find it
Clients list → click a row
Who can use it
Anyone with access to clients. Editing requires edit access. Deleting requires delete access.
Direct URL
https://app.nextal.com/clients/<ID>

The client profile is the home page for one company. It opens when you click a row in the clients list. The page is organised top to bottom: identity at the top, four key-facts in a row below, then a tab bar for everything else.

A client profile end-to-end. Name and quick links at the top, key facts in the row below, then tabs.
Name and logo on the left, social links and the 3-dot menu on the right.

Name and logo

The client’s logo appears as a circle next to the company name. If no logo has been uploaded, the company’s initials are shown instead.

Click the area to edit the company name. If your organisation uses entities (a configurable concept for multi-division setups), you’ll also see an Entity dropdown. The name is required.

Social links

Four icons on the right open the client’s online profiles in a new tab. To add or change a URL, click the pencil that appears on hover:

  • Website
  • Twitter
  • LinkedIn
  • Facebook

The 3-dot menu

Only visible if you have permission to delete clients. One option:

  • Delete client — opens a red confirmation dialog. Once confirmed, the client is removed and you’re sent back to the dashboard. If the client still has jobs attached, deletion is blocked and you’ll see “Client can not be deleted because it has jobs”.

The key-facts row

Four cells in one row, each editable on click.

Address

The client’s postal address. Click to edit through a search-driven address picker that returns geographic coordinates (used later for distance-based matching).

Client manager

The teammate from your organisation who owns this client account. Click to pick from a list of all team members. Useful for routing questions and assigning responsibility.

Status

A colored pill showing the client’s current status (Active, Prospect, Inactive, etc.). Click to pick from your organisation’s configured statuses. The color matches the status’s level — blue, grey, green, red, or orange — for at-a-glance scanning.

Industry

The industry the client operates in. Click to pick from a curated list of 18 options (Healthcare, Manufacturing, Retail, Finance, etc.). Each industry has its own icon, shown in the cell.

The tab bar

Eight tabs. Each tab shows a count next to its name when there is something there.

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):

  1. Profile — external reference, description, tags, locations, departments, segments, logo, custom properties
  2. Emails — full email history with the client. See Client emails.
  3. Files — documents attached to the client. See Client files.
  4. Jobs — all jobs opened under the client. See Client jobs.
  5. Contacts — people who work at the client. See Client contacts.
  6. Reports — analytics dashboard scoped to this client. See Client reports.
  7. Comments — internal team notes. See Client comments.
  8. 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.

The Profile tab

Several blocks of editable information, top to bottom:

External Reference

An identifier you may want to keep synced with another system (CRM, ERP, accounting). Free text, optional.

Description

A free-form text editor for anything that doesn’t fit elsewhere. Use it for context on the client relationship, their specific needs, ongoing pain points, etc.

Tags and Locations

Two side-by-side chip pickers:

  • Tags — green chips for grouping clients (e.g. “key account”, “q1-priority”).
  • Locations — grey chips for the geographic locations the client operates in. Auto-creates if you type a new value.

Segments and Departments

Two more side-by-side chip pickers:

  • Segments — cyan chips for business segments (e.g. “enterprise”, “smb”).
  • Departments — blue chips for the departments you recruit for at this client (e.g. “engineering”, “sales”).

Upload the company’s logo. It appears in the header circle next to the name, on candidate cards across the app, and on kanban boards. Drag a file in or click to browse. One logo per client.

Custom properties

Any extra fields your admin has configured for your organisation (account tier, support level, contract end date, etc.). Editable like any other field.

A small line at the bottom of the page tells you when the client was created, who created it, and the last edit (date + author). Useful when auditing where records came from.

Who can do what

What you want to do

What you need

Open and read the client profile

Access to clients

Edit any field (name, address, manager, status, industry, profile blocks)

Edit access on clients

Upload or change the logo

Edit access on clients

See the 3-dot menu / Delete

Delete access on clients

Tips

  • 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 key-facts row 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.
  • Deep-link tabs. The URL changes when you switch tabs — send a teammate the address to land them on the same tab.