Contact profile
Everything you can see and edit about one contact — name and status, contact details, every company they work for, their manager, a Profile tab in sections, plus emails, files, comments and follow-up tasks. The header is edited with the Edit button, in one panel; the profile, in a side panel.
The contact profile is the home base for one person at one of your client companies. It opens when you click a row in the contacts list.
On a wide screen (1280 pixels and up), the contact 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 contact card
From top to bottom:
- Contacts — 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 avatar and the name — a circle with the contact’s initials, then their full name.
- The status — see Status.
- The social links — one icon per online profile that is filled in: Website, X (Twitter), LinkedIn, Facebook. A click opens the profile in a new tab; an empty link shows no icon.
- The email and phones — the email (a link: a click opens your mail client), the phone and, with the CRM module, the mobile (Mobile (514) 555-0199).
- The companies — every client this contact works for, each a link to the client profile. To attach the contact to another client, do it from the client profile (Client → Contacts tab).
- The position — the contact’s title at the company (e.g. “HR Director”, “Hiring Manager”).
- Managed by — the contact manager: the teammate from your organisation who owns the relationship with this contact.
- The priority (CRM module) — a flag icon, a coloured dot and High priority (red), Medium priority (amber) or Low priority (grey) — the same scale as the client priority.
- Created on… — at the bottom of the card: the creation date and its author, then the last update and its author.
An empty value is not shown.
Status
A coloured chip shows where the contact stands:
| Status | Colour | When to use it |
|---|---|---|
| Active | Green | The contact works at the company and can be reached. Every new contact starts here. |
| Inactive | Grey | You no longer work with this person for now — a dormant relationship. |
| No longer with the company | Red | The person has left the company. |
To change it, click Edit and pick the new status in the panel’s Status list (see Editing the header). Changing the status requires edit access on contacts.
A status change counts as activity: it moves the contact’s last activity date (see The Profile tab). When a contact is No longer with the company, Nextal also warns you before you email them or share a candidate with them — see Contact emails.
The 3-dot menu
Only visible if you have permission to delete contacts. One option:
- Delete contact — opens a confirmation. If this contact belongs to several clients, you’ll see an extra warning that deleting will remove them from all of those clients. After confirmation you’re sent back to the dashboard.
If the contact can’t be deleted (for example because they’re attached to active jobs), you’ll see a red notification explaining why.
Editing the header
The card’s fields are edited together, in one panel:
- Click Edit — at the top of the contact card, in the compact band on a narrower screen, or in the identity line when the side panel is hidden. The Edit contact panel opens on the right.
- Change the fields you need. They are grouped in four sections:
- Identity — First Name, Last Name and Position. First and last name can’t be emptied (“Required”); the full name shown follows the two fields.
- Contact — Email, Phone and, with the CRM module, Mobile. All optional. On save, the numbers 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. - Status and ownership — Status (see Status), Contact manager (a member of your team; pick Select… to clear it) and, with the CRM module, Priority: None, Low, Medium or High.
- Links — Website, LinkedIn, X (Twitter) and Facebook. 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 contact could not be saved”.
The tab bar
The tabs cover the rest of what you can do with a contact. A tab shows a small grey count next to its name when there’s something there (showing “99+” if there are 100 or more):
- Profile — three sheets: Overview, Contact info, Organization. See below.
- Clients & interviews (CRM module) — every company the contact belongs to and the interviews they booked through the career portal. See Clients & interviews.
- Emails — full email history with this contact. See Contact emails.
- Files — documents attached to the contact. See Contact files.
- Comments — internal team notes about the contact. See Contact comments.
- Tasks — follow-up reminders. See Contact tasks.
If your organisation calls clients by another name, the Clients & interviews tab uses that name.
The currently-open tab is remembered in the page address — you can copy the URL and send it to 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 contact beyond the header, in three stacked sheets. On the left, a section navigator — Overview, Contact info, Organization — highlights the section on screen and scrolls to the one you click.
At the top, a line recalls when and by whom the contact was created and last updated. With the CRM module, it ends with the last activity date.
Last activity is the date of the most recent comment, task, interview or status change on the contact. Emails do not count: sending or receiving an email does not move it. A contact with no activity yet has no date.
As in the header, nothing on this tab is edited in place: 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. Status, email, phone, position, contact manager and priority can also be edited with the Edit button of the header.
Overview
- Role — the contact’s role when they also use Nextal as a platform user (read-only).
- Preferred language — the language used to choose the right email template for this contact.
- Preferred channel — Email, Phone Call or Text Message.
- Source (CRM module) — where this contact came from: Referral, Website, Trade show, etc. Free text.
- Referred by (CRM module) — who introduced them. Free text.
- Last activity (CRM module) — the same date as in the line at the top.
- Description — rich text for anything that doesn’t fit elsewhere: “prefers morning meetings, dislikes phone calls”.
Contact info
- Email and Phone — the same values as in the header.
With the CRM module, the sheet continues with:
- Mobile — also shown in the header.
- Alternate email — a second address, for example a personal one.
- Fax.
- Address — street, city, province, postal code and country, on several lines.
Organization
- Clients — every company the contact works for, as links to the client profiles.
- Position — also shown in the header.
- Department — the department the contact works in, picked from the departments of their clients.
- Contact manager — also shown in the header.
- Tags — for grouping contacts (decision maker, warm intro, introduced by Marie). Tags are shared with the client tag pool, so adding a tag here makes it available everywhere.
Editing the profile in the side panel
Click Edit on a sheet:
- Edit overview — preferred language and preferred channel, source and referred by (CRM module), then the description in the rich-text editor.
- Edit contact info — email and phone; with the CRM module, also the mobile, the fax, the alternate email and the address (street, city, province, postal code, country). An email or alternate email that doesn’t look like an address is rejected (“Please enter a valid email”). When you change the address, its map position is cleared.
- Edit organization — position, department, contact manager and tags. Type a tag that doesn’t exist yet to create it. The departments offered come from the contact’s clients.
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 can do what
| What you want to do | What you need |
|---|---|
| Open and read the contact profile | Access to contacts |
| Change the status | Edit access on contacts |
| See the Edit button and edit a header field (name, status, email, phones, position, contact manager, priority, social links) | Edit access on contacts |
| Edit a sheet on the Profile tab | Edit access on contacts |
| See the 3-dot menu / Delete | Delete access on contacts |
Tips
- Mark departures right away. When you learn a contact has left, set the status to No longer with the company: your team gets a warning before emailing them, and the contacts list can filter them out.
- Click a company name to jump to the client. The fastest way to see who else works at that company is to land on the client’s Contacts tab.
- Share deep links to a specific tab. The URL changes when you switch tabs, so sending a teammate the address takes them right to where you were.
- Log calls and meetings as comments. Comments move the last activity date; emails don’t. A contact whose last activity is months old is one nobody has followed up with.