New Version Of The Company List Page | Recruit CRM

What does this feature do and when to use it?

The new Company List Page helps you organize and manage company records more efficiently.

This feature is useful when you want to:

View and manage company records in an improved layout.
Perform bulk actions on multiple companies.
Customize and organize company columns.
Search and filter company records efficiently.
Quickly access company-level actions.
Manage large numbers of company records.

To switch to the new version, click your Profile icon → Switch to New Version.

You can switch back to the previous design at any time using the same option.

Quick View

The Company Quick View displays the total number of company records, along with the number of Hotlists and Saved Searches and the records within them.

You can edit, pin, and delete Hotlists, as well as edit, pin, clone, and delete Saved Searches.

You can also minimize or expand the Company View, Company Hotlists, and Saved Searches sections

Infinite Scroll

The Company List Page uses infinite scrolling, allowing you to view company records continuously without switching between pages.

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The first 100 records are loaded initially. As you scroll, additional records can be selected automatically, up to a maximum of 3,000 records. You can also use Scroll to Top to quickly return to the top of the list.

Bulk Selection on the List page

Recruit CRM provides multiple ways to select companies in bulk:

Header checkbox: Selects the first 50 loaded records. As you continue scrolling, another 50 records are automatically selected.
Custom Record Selection: Click the arrow next to the header checkbox, enter a number between 1 and 3,000, and click Select to select the exact number of records based on the current list order.

Please note:

Custom Record Selection replaces any existing manual or bulk selection.
Automatic scroll-based selection is disabled after a custom selection until the selection is cleared.
Only values between 1 and 3,000 are accepted.
The Select All option is disabled once 3,000 records are selected.

Company Bulk Actions

The five most commonly used bulk actions are displayed upfront by default, while the remaining actions are available under More.

You can customize which actions appear upfront:

Click More → Customize Bulk Action.
Move the required options above the dashed line. Click Save.

Set a default bulk action arrangement for your account

Account Owners can configure a default bulk action arrangement for all users from Others View.

To prevent users from changing the arrangement, select Do not allow users of your account to edit their view.

Please note: Users with an Admin role or the required custom permissions can still rearrange the actions. For a custom role, enable Allow User to Choose their Own Field Order and Visibility.

Company Column Actions

You can click the arrow next to a column to manage individual column settings.

Available actions include:

Pin Column – Keep a column fixed while scrolling.
Add Column to Right/Left – Add a hidden column next to the selected column.

Note: Only the hidden columns will be displayed in the list while adding a column to the left or right.
Sort Ascending/Descending – Sort column values.
Multi Sorting – Sort by multiple columns using the column actions or by holding Shift while selecting columns.
Hide Column – Remove a column from the current view.

Show/Hide Columns

Click Show/Hide Columns next to the Add Company button to manage which columns are displayed.

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You can also view the number of Visible Columns and Hidden Columns. Pinned columns can be unpinned from this section.

You can search for a field within the Show/Hide Columns section. Matching fields are highlighted, and a counter helps you move between multiple matches. You can also drag and drop columns to change their order while searching.

Company-Level Actions

Click the three dots next to a company under the Name column to access company-level actions:

Edit Company
Add Note
Add Call Log
Mark as Off-Limits
Add to Hotlist
Merge Company
Link to Parent Company
Link to Child Company
Delete Company

Adjust Column Width

You can adjust the width of individual columns by hovering over the margin next to the column name and dragging it.

You can also adjust the width of the Quick View section.

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Switch to Classic View in Advanced Search

The new Advanced Search allows you to switch to Classic View, which displays filters in the familiar grid format.

To switch to Classic View:

Open Advanced Search.
Select Switch to Classic View.
Use the grid modal to apply your filters.
Filters in Classic View are treated as independent AND conditions.

Important: Classic View does not support duplicate filters, group filters, or cross-entity filters. The dropdown-based Advanced Search remains available with its existing functionality.

You can switch back using Switch to Compact View.

Conclusion

The new Company List Page makes it easier to manage company records, customize your workspace, perform bulk actions, and search through company data efficiently. Features such as infinite scroll, flexible column management, bulk selection, company-level actions, and Classic View in Advanced Search help you tailor the Company List Page to your recruitment workflow.