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 in place; 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. The page is organised top to bottom: identity at the top, the key facts in a row below, then a tab bar for everything else.
The top of the page
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.
Hover the name and a pencil icon appears; 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.
Rating (CRM module)
Five stars right after 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. Changing it requires edit access on clients; otherwise the stars are read-only.
Social links
Six 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
- YouTube
Each link must be a full URL (with https://).
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
Phone, fax and email
The first block of the row holds the company’s contact details: the phone, then fax followed by the fax number, then the email — separated by dots. Until one of the three is filled in, the block reads Add phone, fax or email.
Click the block to open a small form with three fields — Phone, Fax, Email — and save. What Nextal does on save:
- Phone and fax — only digits,
+, dashes, parentheses and spaces are kept; anything else is stripped. A 10-digit North American number is then displayed as (514) 555-0199. - Email — lowercased and trimmed of surrounding spaces. An invalid address is rejected with “Please enter a valid email” and the form stays open.
- A field you emptied is simply cleared.
The email shown is a link: clicking it opens your mail client rather than the form. Clicking anywhere else on the block opens the form.
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.
Priority (CRM module)
Right of the status, a flag icon and the account’s priority: a colored dot followed by High priority (red), Medium priority (amber) or Low priority (grey). Until a priority is chosen, the cell simply reads Priority. Click to pick None, Low, Medium or High.
Primary contact (CRM module)
At the end of the row, 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.
The chip isn’t edited in place (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 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.
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.
Unlike the header, nothing is edited in place on this tab (except the logo): every sheet has an 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 inline in 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 header circle 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
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. 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 |
| Edit a header field (name, contact details, address, manager, status, priority, links, 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 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.
- 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.