What this feature does & when to use it?
The Fields Shared with Clients settings allow you to control which candidate information is visible to clients when candidates are shared through the Online Candidate List.
The Kanban Card and List View field settings now follow consistent behavior. Any fields selected or deselected under Admin Settings → Fields Shared with Clients apply to all existing and new jobs.
This feature is useful when you want to:
Control which candidate information is visible to clients.
Customize the additional fields displayed on Kanban cards.
Maintain consistent field visibility across the Kanban View and List View.
Apply the same field settings across all existing and new jobs.
How to customize Kanban Cards for clients
Go to Admin Settings → Fields Shared with Clients and click Customize Kanban Card.
Select the fields you want to display on the candidate cards.
Rearrange the selected fields by dragging and dropping them into your preferred order.
You can add up to five additional fields to each Kanban card. These are displayed in addition to the name, social media profile, phone number, email, resume, and remarks fields that are already available by default in the header or footer.
Note: Any field selected or deselected under Admin Settings → Fields Shared with Clients applies to all existing and new jobs. If a Kanban Card was previously customized for a specific job, it will no longer be treated as an exception. The settings configured in Admin Settings will apply instead.
Troubleshooting
The fields displayed on an existing job have changed
The fields displayed on an existing job have changed
Likely Cause: Kanban Card field settings now follow the same behavior as the List View settings. Previously customized jobs are no longer treated as exceptions.
What to Check: Go to Admin Settings → Fields Shared with Clients and review the fields currently selected for the Kanban Card.
Resolution: Update the fields under Admin Settings → Fields Shared with Clients as required. The configured settings will apply to all existing and new jobs.
FAQs
1. Can I customize Kanban Card fields separately for individual jobs?
1. Can I customize Kanban Card fields separately for individual jobs?
No. Kanban Card field settings are managed through Admin Settings → Fields Shared with Clients and apply across all existing and new jobs.
2. What happens to Kanban Cards that were previously customized for individual jobs?
2. What happens to Kanban Cards that were previously customized for individual jobs?
They are no longer treated as exceptions. The settings configured under Admin Settings will apply to them.
3. Do the Kanban View and List View follow the same field-setting behavior?
3. Do the Kanban View and List View follow the same field-setting behavior?
Yes. Fields shared with clients follow consistent behavior across both views.
Conclusion:
The Fields Shared with Clients settings allow you to centrally manage the candidate information displayed to clients. Kanban Card field settings now follow consistent behavior with List View settings and apply across all existing and new jobs, helping maintain consistent candidate information when sharing profiles with clients.