The new Company Details page in Recruit CRM brings a cleaner layout, smarter organization, and greater customization across every section.
From managing company details to tracking activity and assignments, the updated UI helps streamline everyday recruiting tasks. ✨
Here is the list of all the key features:
🧩 Company actions
The new UI allows you to perform a wide range of company-related actions directly from the top corner of the company profile. You can perform several actions for a company directly from the details page, including:
Adding the company to a hotlist
Editing the company record
This layout makes it easier to scan and quickly find the action you need. You can also customize and rearrange these actions based on how frequently you use them, making your workflow more efficient. You can click on the three dots menu to view more actions.
Click here to explore how this works
Click here to explore how this works
Click on the three dots on the company’s details page and select Customize Options at the bottom of the list.
Drag and drop your top five most frequently used actions to the top of the list and click Save to apply the changes.
Once saved, these selected actions will be directly accessible at the top of the company’s details page, making them quicker and easier to use.
Account Owners can set the default action visible for the team from the Others View section. They can also choose to lock this view by selecting the option that prevents other users from editing or changing it.
Please note: Users may still be able to modify field order and visibility even when the view is locked at the account level, if the permission “Allow users to override locked view layouts” is enabled in their role.
By default, this permission is enabled for the Admin role and disabled for Team Member and Restricted Team Member roles.
You can manage this setting for the Custom Roles from Rules and Permissions under the User section in Admin Settings.
Click here to know more about the Roles and Permissions in Recruit CRM.
🔗 Adding new social profile links
You can easily manage a company's social profile links by editing existing links or adding new ones from the same place.
Click here to explore how this works
Click here to explore how this works
Hover next to the Profile Links section until the pencil icon appears, and click on the Pencil icon.
From this panel, you can update existing social profile links or add a new social profile link directly.
In addition to editing links, you can also add extra social profile links beyond the default ones available on a company’s profile. These links can be customized to match the platforms you commonly use, and you can update the icon or logo to reflect the correct platform.
Click here to explore how this works.
Click here to explore how this works.
Click on the plus icon next to Profile Links and enter the details for the new social profile, including the profile name, URL, and logo. Once all the details are filled in, click Save to add the link.
🏷️ Company Primary Section
The company ribbon lets you have the most important information at a glance. You can choose up to four key fields to display here, allowing you to focus on the data that matters most without opening multiple sections.
Click here to explore how this works
Click here to explore how this works
Hover next to the field you want to remove from the ribbon and click on the pencil icon that appears.
In the box that opens, click Replace Field at the bottom.
Now select the new field you want to display from the list and click on Replace, and then verify the field details, and click on Save to apply the changes.
📋 Information overview
The Information Overview section contains all essential company fields in one place. You can fully customize which fields appear here and control how many fields are visible, allowing you to tailor the layout to match your hiring process and reduce visual clutter.
This section is also collapsible and can be minimized by clicking on the arrow at the top next to Information Overview whenever you want a more compact view.
Click here to explore how you can customize it:
Click here to explore how you can customize it:
Click on the Customize Information Overview button from the top right corner of the section.
Set the number of fields you want to display in the Information Overview section. This allows you to control how many company fields are visible at a glance. Simply choose the number of fields you want to appear in the overview, and the selected fields will be displayed accordingly in the Information Overview section.
Select the specific fields you want to appear in the Information Overview. You can even adjust the order of these fields by dragging and arranging them as per your need.
Click Save to apply your changes.
Account Owners can set a default view and define which fields are visible for their team from the Others View section. They can also choose to lock this view by selecting the option that prevents other users from editing or changing it.
Please note: Users may still be able to modify field order and visibility even when the view is locked at the account level, if the permission “Allow users to override locked view layouts” is enabled in their role. By default, this permission is enabled for the Admin role and disabled for Team Member and Restricted Team Member roles. You can manage this setting for the Custom Roles from Rules and Permissions under the User section in Admin Settings.
📝 Activities panel
The panel on the right side of the page helps you track and manage all activities related to a company from one place. From this panel, you can work with the following :
• Notes
• Call logs
• Tasks
• Meetings
This panel is adjustable, allowing you to control how much space it occupies on the screen. You can resize it by dragging the panel edge to adjust its width based on your working preference.
Customizing the Activities Panel view
Customizing the Activities Panel view
You can choose which activities appear in this panel to keep the view focused and clutter-free. Here is how you can customize it:
Click on the three dots in the top right corner of the activity panel screen and select Customize Activities.
Choose the activity types you want to be visible in the panel, and arrange them in the order you need by dragging them. Click on Save to apply the changes.
Account Owners can also set a default Activities Panel view for their team from the Others View section. They can lock this view to prevent other users from editing or changing the selected activities by checking the box.
Please note: Users may still be able to modify field order and visibility even when the view is locked at the account level, if the permission “Allow users to override locked view layouts” is enabled in their role. By default, this permission is enabled for the Admin role and disabled for Team Member and Restricted Team Member roles. You can manage this setting for the Custom Roles from Rules and Permissions under the User section in Admin Settings.
Customizing the Company Widgets
The Widgets tab can be customised to show only the information that matters most to you. This allows you to tailor the view and keep the company profile clean and relevant.
Follow along to customise the widgets view:
Click on the three dots located on the right corner of the Widgets tab and select Customize Widgets.
Choose the widgets you want to display and arrange them by dragging them into your preferred order. Then click on Apply to save your changes.
You can also customize the columns displayed within supported widgets by showing or hiding columns, reordering them, resizing column widths, and using available column-level actions.
These layout preferences, along with show/hide selections, are persisted, so your customized layout is retained across sessions.
Show/hide columns and Add Filters options are available on the following widgets on the company details page: Jobs widget, Candidates Pitched widget, Related Deals widget, Candidates Employed widget, and Invoices widget.
Please note:
Column-level sorting is currently available in some widgets only, such as Assigned Jobs, Hotlists, Related Deals, Contacts Pitched, and Invoices.
Account Owners can also set a default Widgets view for their team from the Others View section. They can choose to lock this view to prevent other users from editing or changing the selected widgets.
Please note: Users may still be able to modify field order and visibility even when the view is locked at the account level, if the permission “Allow users to override locked view layouts” is enabled in their role. By default, this permission is enabled for the Admin role and disabled for Team Member and Restricted Team Member roles. You can manage this setting for the Custom Roles from Rules and Permissions under the User section in Admin Settings.
When you add a record from a widget on a Company Details page, you will remain on the same details page after saving the record.
A success toast message confirms that the record was added, and the widget updates automatically with the new record entry, with no manual refresh required and no redirect to the new record's details page.
For example, when adding a Deal from the Related Deals widget on a Company Details page, you’ll stay on the same page while the newly added Deal appears in the widget.
This also applies to actions such as Add Candidate, Add Job, Add to Hotlist, and Add Note.
💼 Jobs
This section displays all jobs linked to the company, including both current and past openings, giving you a clear overview of the company’s job activity within Recruit CRM.
The columns in this section are fully adjustable, allowing you to resize and reposition them based on your preferences so you can focus on the information that matters most.
➜ Performing Job-Related Actions
You can also take quick actions on jobs directly from this section. Simply hover next to a job and click on the three dots that appear to perform tasks such as:
• Edit Job
• Add to Hotlist
• Add Task
• Add Meeting
• Archive the Job
You can also filter jobs based on their status using the filter options available at the top of the section.
The Job Status filter works more consistently. Selecting specific statuses filters the jobs accordingly, while selecting none or all shows all jobs. The filter badge also displays the number of selected statuses.
This section also allows you to view the complete list of all jobs linked to the company by clicking on the View All Jobs button. Similarly, you can view all candidates associated with these jobs by clicking on the View All Candidates button.
If you need to create a new job for the company, you can do so directly from this section by clicking on the Add Job button.
🔥 Hotlists
Here you can see all hotlists the company is a part of, making it easy to track the groups they belong to. The columns in this section are adjustable, allowing you to resize and reposition them by dragging to suit your view.
You can also sort the values in each column in ascending or descending order by clicking on the Sort Ascending or Sort Descending options available in the column header.
In addition, you can manage hotlists directly from this section. By hovering next to a hotlist name, relevant action icons appear, allowing you to view the complete hotlist, edit it, or remove the company from the hotlist without leaving the page.
You can also add the company to a new hotlist or include it in an existing one directly from the top by clicking on the Add to Hotlist button.
🤝 Related deals
This section gives you a complete view of all deals connected to the company, helping you track placements, negotiations, and the overall progress in one place.
To make reviewing deal information easier, the columns in this section are fully adjustable. You can resize and reposition them by dragging the column edges and sort deal values in ascending or descending order using the sorting options available in each column header.
You can also take action on deals directly from this view without leaving the company profile. By hovering next to a deal name, a three dots menu appears that lets you quickly archive, or delete the deal.
Additionally, if you need to associate the company with more opportunities, you can add a new deal or link the company to an existing deal using the options available at the top of the section, ensuring all deal related information stays current and organized.
🔗 Subsidiaries
If the company is linked to any child companies, this section provides an overview of all the subsidiaries associated with the parent company. It gives you a quick preview of the companies connected under this parent organization.
To make reviewing the information easier, the columns in this section are fully adjustable. You can resize them by dragging the column edges and sort the list using the sorting options available at the top.
You can also unlink a subsidiary directly from this tab. Simply hover next to the company name and click on the Unlink Subsidiary option.
📩 Related Emails
This section displays all email conversations linked to the company’s record. It includes emails exchanged between your team and any email addresses saved on the profile, including custom email fields. This ensures you have a complete view of communication history in one place without needing to switch between different screens.
📤 Candidates pitched
This section tracks which candidates have been pitched to contacts associated with the company, giving you clear visibility into outreach efforts. It provides a consolidated view of all candidate submissions made to company contacts, helping you easily track their progress in one place.
To make reviewing this information easier, the columns in this section are fully adjustable. You can resize or reposition them by dragging the column edges and sort the values in ascending or descending order using the sorting options available in each column header.
From this section, you can also take action on pitch records either individually or in bulk. Available actions include:
• Updating the pitch stage
• Composing emails
• Adding notes
• Adding candidates to a hotlist
• Requesting an updated profile
• Assigning candidates to a job
🕘 Candidate Employed
This section displays all candidates currently employed with the company, giving you a clear overview of the talent associated with that organization. It helps you quickly review candidate details and manage related actions directly from one place.
To make reviewing the information easier, the columns in this section are fully customizable. Each column includes its own set of options that you can access by clicking the arrow icon in the column header.
From here, you can:
Pin a column
Pin a column
You have the option to pin a column in order to freeze its position at the left/right of the screen, allowing other columns to remain scrollable for improved readability.
Add column to Right/Left
Add column to Right/Left
You can add columns to the right/left of the selected column by clicking the respective 'Add Column to Right/Left' options >>> Select the column >>> Click on 'Apply'.
Note: Only the hidden columns will be displayed in the list while adding a column to the left or right.
Sort column values in ascending or descending order
Sort column values in ascending or descending order
You can sort the values in the column in ascending or descending order by clicking on the 'Sort Ascending/ Sort Descending' options.
Hide a column from the view
Hide a column from the view
You can hide a specific column by clicking on the 'Hide Column' option.
Customize which job related columns appear in this section and control their order.
Customize which job related columns appear in this section and control their order.
Click on the Show/Hide Columns button.
Select the fields you want to display and arrange them by dragging into the preferred order and click on Apply to save the changes.
Account Owners can set a default column view for their team from the Others View section. They can also lock this view to prevent other users from editing or changing the selected columns.
➜ Performing Candidate Actions
From this section, you can perform actions on candidates either individually or in bulk. Available actions include:
• Assign to Job
• Request Updated Profile
• Compose Email
• Add Note
• Update Field
• Enroll in Sequence
• Pitch Candidates
• Add to Hotlist
• Export
• Delete Candidate
📁 Files
All files linked to the company are accessible here for quick reference and downloads. From this section, you can also upload new files and create folders to keep documents organized, making it easier to manage and find company related files when needed.
To add a file, click on the box above to attach the new files.
🧾 Invoices
The Invoices section lets you view and manage invoices linked to the company directly from their profile.
To make reviewing invoice information easier, the columns in this section are fully adjustable. You can resize and reposition columns by dragging their edges and sort values in ascending or descending order using the sorting options available in each column header.
From this section, you can take action on invoices either individually or in bulk. Available bulk actions include-
Archiving
Exporting
Deleting invoices
Downloading the Invoice PDF
For individual invoice related actions, hover next to an invoice and click on the three dots menu. From here, you can:
Compose an email
Download the invoice as a PDF
Clone the invoice
Archive the invoice
Delete the invoice
You can also edit an invoice directly from this view. To do this, hover next to the invoice name and click on the pencil icon that appears.
You can further customize which invoice related columns appear in this section and control their order. To do this:
Click on the Show or Hide Columns button. Now, select the fields you want to display and arrange them by dragging them into your preferred order and click on Apply to save the changes.
Known Differences between the New UI and the Old UI
Enhanced 3-Column Field Layout: The Information Overview now features a 3-column layout, allowing you to view significantly more data upfront without scrolling. The older version was limited to a 2-column design, which often required more vertical scrolling to locate specific information.
Rearrangeable Widgets: The Widgets area at the bottom of the page can now be fully rearranged and customized, allowing you to prioritize the tabs you need most. In the old UI, the layout of these sections was static and could not be moved or reordered.
Tailored Field Visibility: You can now fully customize the Information Overview section by selecting exactly how many fields you want to display. This provides a much cleaner, personalized interface compared to the old UI, which was restricted to a fixed display of 16 fields.
Updated Position for Files tab: The Files tab and the LinkedIn Messaging section have been moved to the widgets at the bottom of the page. This is a significant change from the old version, where these features were located within the Activities panel on the right-hand side.
Replace Fields Confirmation: In the new interface, the Replace Fields feature now includes a mandatory confirmation prompt whenever you replace a field on the Details page. This ensures all changes are intentional and maintains high data accuracy, a validation step that was not present in the previous version.
Advanced Search in Candidates Employed Widget: Advanced Search is currently not available in the Candidates Employed tab widget in the new UI.
Hope this helps! 😊