Explore the Contact Profile in Vincere
Understand all the elements available in a contact's profile to help you manage relationships, track engagement, and work smarter within Vincere.
Click on the links ⬇️ to skip to the section you're interested in:
⭕ Contact Header
This section gives you a quick overview and access to core functions related to the contact.
Key Components:
Contact ID: A unique identifier for every contact.
Quick View: Collapses profile into a smaller window.
Actions Icon: Opens available actions for the contact.
Refresh Icon: Updates the contact profile with recent changes.
Close Icon: Closes the contact window.
Additional Details:
Applications and pipeline - This is where you see all related applications to the current contact. You can also click on the dropdown to show only the latest applications from the last 3 or 6 months.
Profile Picture: Upload up to 3.1MB in png, jpg, jpeg, gif, or bmp format.
Quick Info: Includes job title, company, email, phone number, address, job count, last activity, and status.
Brands & Socials: Social icons light up with filled links. Editable in the Information tab.
Floated Live List: Shows candidates linked via Livelist™ - If you want to know more about the Livelist™ - click HERE.
Contact Owner: Editable from the Actions Icon.
💡 PRO TIP: Click the company name to navigate directly to the company profile.
⭕ Information Tab
This tab holds personal, contact, and CRM stage details.
CRM Stage & Distribution
On the left-hand side panel, under the Information tab, you'll see the contact's current stage in the CRM and any distribution lists they're part of - this is the CRM stage that this contact is at.
The CRM stages are customizable. So to move a contact to the next CRM stage, just click on their current stage.
To set up what each stage means, refer to HERE.
Personal Details
| based on the Date of Birth entered 9. Contact Source - Will show the same list you set up in the candidate sources 10. First Name (Kana/Romaji) - Used for Japanese First names 11. Last Name (Kana/Romaji) - Used for Japanese Last names 12. Contact Owner 13. Contact the Owner's location 14. Preferred Language |
Contact Details
| 9. Switchboard Phone Ext 10. Preferred Contact Method 11. Preferred Contact Time from 12. Preferred Contact Time to |
📋 Note: Filling in the Social Media links will light up the social media Icons on the top banner, and clicking the icons will open the links in the new tab.
⭕ Work Information
Track the contact’s current work status and hierarchy.
Job Title - Contact's current job title in the company.
Company name - This will display the company name that the contact is currently linked to.
Contact Work Address - This is set up in the company locations. You can find more information on company locations here.
Department - You can also set up departments in the company profile. Find out how to do this here.
Reports to - Will list all the contacts from the same company. You can select it here if they have a manager.
Job level - Free Text Field.
Job level (Hierarchy) - This field is a drop-down that allows you to select Values from 1-15. This is not a custom field, so you won't be able to edit the values in the dropdown. You can use this to indicate their current level in the company hierarchy.
Is assistant - A yes or no field. Indicates if the contact is an assistant.
Start Date - Start date with their company.
Skills - A free text field. You can add more than one by typing the word and pressing Enter after every entry.
Industry - You can set up Industries here.
Sub-Industry - You can set up Sub-Industries here.
Functional Expertise - You can set up Functional Expertise here.
Sub-Functional Expertise - You can set up Sub-Functional Expertise here.
👥 Groups
Organize contacts by:
Each can be customized via settings.
⭕ Others
Email Permission: Manage subscription status to opt-in/opt-out of email templates.
⭕ Custom Fields
Any custom fields you’ve created will appear here.
⭕ Contact Brief
Add or view free-text notes about the contact for quick reference.
⭕ Activities
Track interactions including meetings, comments, and user actions.
Use Quick View for action-specific details.
Use the Filter button to narrow results.
💡 PRO TIP: Filter by consultant, date, or type of activity for faster searching.
📧 Emails
Displays all email correspondence with the contact.
Shows date, time, sender, content, and attachments.
📱 SMS
This section will involve any SMS correspondence between your company and the contact. If you’re interested in utilizing our SMS feature see the help center on how to set up a Twilio account (Twillio is a third-party app and requires a separate subscription).
⭕ Files
Here's where you can manage and upload documents related to your contact or a website URL.
To add a new document (Files or URL link), you can only upload the following file extensions: doc, .docx, .pdf, .rtf, .xls, .xlsx, .html, .htm, .msg, .mht, .ppt, .pptx, .csv, .png, .jpeg, .jpg, .bmp, .jng, .gif
Simply click on the upload button.16
📊 Job Stats
Take a quick peek at the job types associated with this contact.
Clicking the box will pop up a small window displaying the job roles and their links (which will open the job in a new tab).
Additionally, you can also filter the jobs by specific status or ownership.
⭕ Timesheets
In this tab, you can easily access all associated timesheets for placements related to this contact, provided you have TimeTemp.
Shows submission status and job details.
Includes full timesheet previews.
📝 Note: This will only work if you have TimeTemp Add-on in your Vincere Account
⭕ Invoices
This will display all the invoices related to the contact.
📌 If you do not have this in your view, you can turn on the Invoices, and it's setting HERE
⭕ Integrations
Enables integrations such as:
Odro.
Onboarded.
Use the Integration Iframe field to embed apps like Onboarded directly into the contact profile.
⭕Onboarded Integration Iframe.
You can embed Onboarded directly within a Contact profile in Vincere using our Integration Iframe field type.
When setting up the iframe, simply select the integration app (e.g. Onboarded), and the iframe will be automatically named and embedded accordingly.
To set up the Onboarded within a Contact profile in Vincere, follow the steps below:
Go to Settings.
Click on Field Configuration.
Then click on Contact Fields.
Click the Integration Iframe to create a new iframe field.
Edit the field, select the integration app (e.g. Onboarded), and save.
Navigate back to Settings.
Access Field Configuration.
This time click on Contact Summary.
Locate the iframe field under Custom Fields and drag it into the desired tab (e.g. the Onboarding tab).
💡 Why It Matters
Seamless Workflow: Access Onboarded content directly inside Vincere - no need to switch platforms.
Customisable Layout: Place the integration where it fits best in your workflow.
Faster Onboarding Management: View and interact with onboarding details in one place.
Onboarded is available as a separate add-on to Vincere.
If you’d like to see how it works and explore what it can do for your business, you can learn more and book a demo here:
🤔 FAQs
Question 1: How to add a source to the contact?
To add a source to the contact, please follow the steps below:
Go to the Contact profile.
In the Information section, scroll down - you will see a Source drop-down field for contact.
Click, then select the desired source.
Happy Recruitment #TheVinnyWay🤩