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 in place; the profile, in a side panel.

Where to find it

Contacts list → click a row

Who can use it

Anyone with access to contacts. Editing requires edit access; deleting requires delete access.

Direct URL

https://app.nextal.com/contacts/<ID>

🔒Requires permissions:Contact Read, Contact Edit

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. The page is organised top to bottom: the name and status at the top, the key facts on one line below, then a set of tabs for everything else.

Note

CRM module. Some of the items described here — the mobile number, the priority, the fax, the alternate email, the address, the Source and Referred by fields, the last activity date and the Clients & interviews tab — are available with the CRM module (contact Nextal to enable it). They are flagged (CRM module). Without the module, the contact profile shows everything else exactly as described.

Screenshot pendingA full contact profile page: the name and the status chip at the top with the social icons on the right, the line of key facts below (email · phone, companies, position, contact manager, priority), and the tab bar underneath.

A contact profile end-to-end. Name and status at the top, key facts on the line below, then tabs.

The top of the page

Screenshot pendingThe header row: an initial-letters avatar, the contact name and a green Active status chip on the left, four social icons and a 3-dot menu on the right.

Name and status on the left, social links and the 3-dot menu on the right.

Name

The contact’s full name is shown next to a circle showing their initials. Hover the name and a pencil icon appears; click the name to edit it inline — first and last name in one field. Save when you’re done.

Status

Right after the name, 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 the chip, pick the new status and save. Changing the status requires edit access on contacts; otherwise the chip is read-only.

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.

Social links

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

• Website
• Twitter
• LinkedIn
• Facebook

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.

The key-facts line

Screenshot pendingThe line under the name: an envelope icon with the email and phone, a building icon with two company names, the position, the contact manager, and a flag icon with a red High priority dot.

The key facts on one line. Click one to edit it in place. The mobile and the priority only appear with the CRM module.

Under the name, one line gathers the facts you need most often. Click an item to open a small inline editor.

Email and phone

The contact’s email, then their phone number, separated by a dot — with the CRM module, the mobile number follows (mobile (514) 555-0199). Until one of them is filled in, the item reads Add email or phone.

Click it to open a small form with Email, Phone Number and, with the CRM module, Mobile. All fields are optional. What Nextal does on save:

• Phone numbers — only digits, +, dashes, parentheses and spaces are kept; anything else is stripped.
• 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.

Companies

Every client this contact works for, separated by commas. Each name is a link to that client’s profile. This item is read-only — to attach a contact to another client, do it from the client side (Client → Contacts tab).

Position

The contact’s job title at the company (e.g. “HR Director”, “Recruiting Manager”). Click to edit. Optional.

Contact manager

The teammate from your organisation who owns the relationship with this contact. Click to pick a member of your team from the list, or clear it. Until someone is chosen, the item reads Contact manager.

Priority (CRM module)

A flag icon and the contact’s priority: a coloured dot followed by High priority (red), Medium priority (amber) or Low priority (grey). Until a priority is chosen, the item simply reads Priority. Click to pick None, Low, Medium or High — the same scale as the client priority.

Tip

Where did the language, channel and department go? They are no longer on the key-facts line: the preferred language and channel are in the Overview sheet of the Profile tab, and the department in the Organization sheet. They are still shown and edited there.

The tab bar

Screenshot pendingA tab bar with six tabs across the top: Profile, Clients & interviews, Emails, Files, Comments, Tasks. Some tabs show a small grey count next to their name.

The tab bar. Clients & interviews only appears with the CRM module.

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):

1. Profile — three sheets: Overview, Contact info, Organization. See below.
2. Clients & interviews (CRM module) — every company the contact belongs to and the interviews they booked through the career portal. See Clients & interviews.
3. Emails — full email history with this contact. See Contact emails.
4. Files — documents attached to the contact. See Contact files.
5. Comments — internal team notes about the contact. See Contact comments.
6. 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.

The Profile tab

Screenshot pendingThe Profile tab: the “Created … by … · last update … by … · last activity …” line, on the left the section navigator (Overview, Contact info, Organization), on the right the Overview sheet then the Contact info sheet, each with an Edit button.

The Profile tab. The navigator follows your scrolling; every sheet has its Edit button.

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.

Nothing on this tab is edited in place: 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. Status, email, phone, position, contact manager and priority are also edited inline in 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.

Tip

Where did the custom properties go? Contacts no longer show a custom-properties block. The values entered before are kept, but they are no longer displayed on the contact.

Editing the profile in the side panel

Screenshot pendingThe Edit contact info side panel: Email and Phone, then Mobile, Fax and Alternate email, the address fields (Street, City, Province, Postal code, Country), a reminder that email, phone and mobile can also be edited in the header, then Cancel and Save.

The Edit contact info panel, CRM module on.

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
Edit a header field (name, email, phone, 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.