Client contacts
Every person who works at this client — HR managers, hiring managers, decision makers. Add new contacts, search, filter, and open any contact profile in one click.
The Contacts tab on a client profile lists every person tied to this client account. This is where you go when a recruiter asks “who’s the hiring manager for the Q1 roles at Acme?”.
What you see
A list of every contact attached to this client. For each contact you’ll see:
- Name
- Phone
- Position (job title at the client)
With the CRM module (contact Nextal to enable it), a ★ column comes first: the filled star marks the client’s primary contact.
The primary contact (CRM module)
The primary contact is the person to reach at this client. It also shows in the client profile header, in the Primary contact column of the clients list and, as a star, on the Clients & interviews tab of the contact’s profile.
It is set here, and only here:
- Set — click the outlined star ☆ in front of a contact (tooltip Set as primary contact). The star fills in and Nextal confirms ”… is now the primary contact”.
- Replace — click another contact’s outlined star. A client has only one primary contact: the new one replaces the old one.
- Unset — click the filled star ★ (tooltip Primary contact — click to unset). Nextal confirms ”… is no longer the primary contact” and the client no longer has a primary contact.
If the change fails, The primary contact could not be changed is shown and the star stays as it was.
Clicking the stars requires edit access on clients. Without it, you only see the primary contact’s filled star and can’t change it.
The tab loads the first 10 contacts. If the primary contact isn’t among them, it is added at the top of the list so its star stays visible.
Working with contacts from here
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Click a contact row
Opens the contact’s profile in the same tab.
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Add a new contact
Use the toolbar action to add a new contact, pre-linked to this client.
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Remove a contact from the client
Row 3-dot menu → Delete. The Remove contact from client dialog explains: The contact is kept — it is only unlinked from this client. Click Remove to confirm.
The contact leaves the list, but their profile still exists, with their other clients. To delete the person for good, see Delete a contact.
If the contact is the primary contact, the dialog adds: This contact is the primary contact — the designation will be cleared. Once you confirm, the client no longer has a primary contact.
Where contacts and clients sit together
A contact can belong to more than one client. From the contact’s profile you can see the company they work for; from this tab on the client side you see every contact at that company. The two views stay in sync — adding a contact here makes them appear on the contact profile too.
Who can do what
| What you want to do | What you need |
|---|---|
| See the contacts list | Access to clients and contacts |
| Open a contact’s profile | Same |
| Add a new contact | Permission to create contacts |
| Set, replace or unset the primary contact (CRM module) | Edit access on clients |
Tips
- Set a primary contact on every active account (CRM module). It shows in the header and in the clients list: the whole team knows who to call without opening the Contacts tab.
- Keep position titles current. When a contact moves to a new role at the same company, update their position so the list reflects who’s currently the right person to talk to.
- The counter on the Contacts tab is the total contact count. Click into any contact to see their email, conversations, and tasks.
- Click the contact name on a contact card to jump to their full profile. The shortest path to the full email history with that person.