New Version of Contact Details Page

The new Contact Details Page brings contact information, actions, activities, and related records into a more organized view, while allowing you to customize the information and actions displayed on the page.
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This feature is useful when you want to:

Here is the list of all the key features:

The new UI allows you to perform a wide range of contact-related actions directly from the top corner of the contact profile. You can perform several actions for a contact directly from the details page, including:

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.

You can easily manage a contact's social profile links by editing existing links or adding new ones from the same place.

In addition to editing links, you can also add extra social profile links beyond the default ones available on a contact'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.

The contact 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.

You can also use the ribbon to directly link a contact to a candidate. Using the link option available here, you can associate the contact with the relevant candidate record.

Once linked, the associated Linked Record can be viewed and accessed from both the contact profile and the candidate profile, making it easier to navigate between related records.

The Information Overview section contains all essential contact 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.

The panel on the right side of the page helps you track and manage all activities related to the contact from one place. From this panel, you can work with the following :

• Notes
• Call logs
• Tasks
• Meetings
• SMS

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.

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 contact profile clean and relevant.

Follow along to customise the widgets view:

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 contact details page: Assigned Jobs widget, Pitch Candidate widget, and Related Deals widget.

When you add a record from a widget on a Contacts 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 Contact 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 Job, Add to Hotlist, and Add Note.

This section provides a comprehensive view of all jobs associated with a contact, organized neatly by their respective companies. To help you manage high volumes of data, jobs are grouped under collapsible accordions for each company.
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At a glance, you can see the company’s status and the total count of jobs linked to it.

From this centralized hub, you can search for specific roles, filter by status, or view a full list of assigned candidates. You also have the flexibility to create new jobs directly from this view.

From here, you can:

Here you can see all hotlists the contact is part of, making it easy to track the groups they belong to. The columns in this section are adjustable, allowing you to resize them by dragging the column edges 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 edit the hotlist or remove the contact from the hotlist quickly without leaving the page.

This section displays all email conversations linked to the contact'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.

This section gives you a complete view of all deals connected to the contact, 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 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 contact profile. By hovering next to a deal name, a three dots menu appears that lets you quickly archive, unlink, or delete the deal.

Additionally, if you need to associate the contact with more opportunities, you can add a new deal or link the contact to an existing deal using the options available at the top of the section, ensuring all deal related information stays current and organized.

This area tracks which candidates has been pitched, giving you clear visibility into outreach efforts. It provides a complete view of all the candidates the contact has been pitched to, helping you track progress in one place.

To make reviewing this information easier, the columns in this section are fully adjustable. You can resize them by dragging the column 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 pitch records either individually or in bulk. Available actions include:

• Updating the pitch stage
• Composing emails
• Adding notes
• Adding the contact to a hotlist

• Request Updated Profile

• Assign to job
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All files linked to the contact, such as resumes or supporting documents, 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 candidate related files when needed.
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To add a file, click on the box above to attach the new files.

The Invoices section lets you view and manage invoices linked to the contact directly from their profile.

To make reviewing invoice information easier, the columns in this section are fully adjustable. You can resize 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-

For individual invoice related actions, hover next to an invoice and click on the three-dot menu. From here, you can:

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.

This section lets you connect and communicate with contact's directly when LinkedIn integration is enabled. It brings all LinkedIn conversations with a contact into one place, allowing you to track messages and follow-ups easily. You can send and receive LinkedIn messages without leaving Recruit CRM, helping you stay organized and continue conversations seamlessly while working from the contact's profile.

The new Contact details page in Recruit CRM gives you a cleaner, more customizable workspace for managing contact information, actions, and activities in one place. By tailoring the ribbon, information overview, social profiles, and activity panel to your workflow, you can work faster and stay better organized throughout your recruiting process.