What this feature does and when to use it?
The Kanban view for contacts displays your contacts as cards grouped by contact stages. You can drag and drop contacts between stages, customize the information displayed on contact cards, control which stages are visible, apply filters, and perform bulk or individual actions directly from the board.
The Kanban view is available from the Contact List page, the Company Details page (view all contacts), and the Candidate Details page (Pitch to Contact option).
You can use this feature when:
You want a visual pipeline of contacts organized by contact stages.
You need to quickly move contacts between stages by drag and drop.
You want to filter contacts by fields or activities while staying in a board view.
Accessing the Kanban View of Contacts
Go to your Contact list page in Recruit CRM.
Click the Kanban View button at the top of the contact list page to switch from the list view to the Kanban view.
You can also use the "Add Filter" option to filter contacts based on Contact fields, Company fields as well as Activity fields.
Bulk-selecting contacts in the Kanban view
You can perform bulk actions on the Kanban View by selecting multiple contacts at once.
1. To bulk-select contacts in a stage, click on the checkbox on the left of the stage name.
2. To select contacts across multiple stages, hover your cursor over the target contacts, and you'll see a checkbox on the top left corner of the contact card.
3. You can also perform actions on individual contacts without opening the detailed view by clicking on the ellipses button on the contact card.
Please note: Inline editing is not supported in the Contact Kanban view. To add or edit contact information, open the contact's details page.
FAQs
Can I control which contact stages appear on the Kanban board?
Can I control which contact stages appear on the Kanban board?
Yes. Use the Showing Stages button at the top right of the Kanban view to select which contact stages are visible.
Conclusion:
Using the Kanban view for contacts in Recruit CRM helps you visually manage contact stages, apply filters, and perform both bulk and individual actions quickly.
Hope this helps :)