The Contact Profile provides a complete overview of each contact, including CRM details, communication history, job activity, and integrated tools — helping you make informed relationship management decisions.
📌 Note: You need permissions to access and edit contact profiles.
Contact Header
Quickly view and access key information about a contact.
Key Components:
Contact ID – Displays the unique identifier assigned to the contact.
Quick View – Collapses the profile into a smaller window for easier navigation.
Actions Icon – Opens a list of available actions for this contact.
Refresh Icon – Updates the profile to show recent changes.
Close Icon – Exits the contact window.
Additional Details:
Applications and Pipeline: Displays all related applications for the contact. Use the dropdown to filter by the last 3 or 6 months.
Profile Picture: Upload up to 3.1 MB in .png, .jpg, .jpeg, .gif, or .bmp format.
Quick Info: Includes job title, company, email, phone, address, job count, last activity, and contact status.
Brands & Socials: Icons illuminate when linked. Edit links under the Information tab.
Floated Live List: Displays candidates linked via Livelist™.
Contact Owner: Editable via the Actions icon.
🤓 Tip: Click the Company Name to open the company profile directly.
Information Tab
Access personal, CRM, and contact details here.
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 our article Configuring CRM stages inside Vincere.
Personal Details
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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
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9. Switchboard Phone Ext. 10. Preferred Contact Method. 11. Preferred Contact Time from. 12. Preferred Contact Time to. |
📌 Note: Completing Social Media fields activates the icons in the contact header.
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.
Department - You can also set up departments in the company profile.
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.
Sub-Industry - You can set up Sub-Industries.
Functional Expertise - You can set up Functional Expertise.
Sub-Functional Expertise - You can set up Sub-Functional Expertise.
Groups
Organize contacts by internal structure:
Brands - Learn how to set up Brands.
Branches - Learn how to set up Branches.
Divisions - Learn how to set up Divisions.
Teams - Learn how to set up Teams.
Each grouping can be customized in 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.
🤓 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.
📂 For more details, refer to Connect your email account.
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).
📂 For more details, refer to Set up Twilio for SMS functionality
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
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 settings - check out our article How to enable Vincere Invoicing.
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 and 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 and 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 within Vincere.
Customizable layout placement.
Faster onboarding management.
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:
💡 Best Practices
Keep all contact details current to ensure accurate reporting.
Regularly review CRM stages for pipeline accuracy.
Link each contact to a company record to enable complete reporting.
Use filters in the Activities tab to monitor consultant performance.
🤔 FAQs
Q1: How do I add a source to a contact?
Answer: Go to the Contact Profile, scroll to the Information section, and select a source from the Source dropdown.
Q2: Can I rename the Primary Phone Number field?
Answer: No, core Vincere fields such as Primary Phone Number cannot be renamed. Only Custom Fields can be edited.
Q3: How can I view data under each Contact Source Code?
Answer:
Unfortunately there isn't any columns or search options for the contact side of the sources, the system prioritises the candidate sources completely over the contact ones.
But to view Contact Source data, follow these steps:Go to Intelligence.
Click on Data Sources Dashboard in the left-hand menu.
Click on Contact Sources.
You will see a dashboard displaying data about Contact Sources, including source performance, number of contacts, and related metrics.
Happy Recruitment #TheVinnyWay🤩