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Candidate Quick View

Learn how to use Candidate Quick View to instantly access and manage candidate details, applications, notes, and communications—all from one compact view in Vincere.

Jason avatar
Written by Jason
Updated over a week ago

Candidate Quick View in Vincere’s Candidate tab gives you instant access to essential candidate details like contact information, application history, and notes—all in one compact view.

  • This includes offering solutions to common issues such as display troubles or accessing specific configurations.


🗝️ Key Benefits:

  • Quickly see important candidate details without navigating away.

  • Perform key actions on applications instantly.

  • Save time by managing candidates directly from the Quick View panel.- Troubleshoot and customize your views to suit individual preferences and workflows.


Header & Pipeline

Header

The Header displays key candidate information, including:

  • Name, address, contact details.

  • Time since last activity & last activity date.

  • Registration date.

  • CV status (original CV uploaded or not).

  • Brand, current status, job count, candidate owner.

💡 Tip:

You can access a candidate’s social media profiles from the upper-right corner. If an icon is gray, you can manually add the link.

Pipeline

The Pipeline shows the stages your candidate is in across different applications, including:

  • Spec’ed/Floated status.

  • Visual representation of related tasks.


Experience

By default, when opening the Candidate Quick View, the system displays the Experience section as the starting page.

Active Applications

Displays all applications your candidate is currently involved in.

Application Actions

From here, you can:

📌 Note: You will see the active applications of your Candidate here; where they are between the Floated to Offered stages, not including placed roles or roles they are rejected from.

Only active applications between the Floated and Offered stages are shown (no placed or rejected roles).

Candidate Brief

Edit notes added by users regarding the candidate.

Work History

View and edit work history and current employer.

Education

View the candidate’s education history.


LinkedIn

View the candidate’s LinkedIn profile (manually added or imported via Velocity).

  • If blank, use Search on LinkedIn to connect their account.

👉 For more information on Velocity, check out our help article Introducing Velocity.


CV

Displays all uploaded CVs, including:

  • Original uploaded CV.

  • Formatted CVs sent to clients.


Details

To access configurations tailored to your needs, navigate to the Details section in the Candidate Quick View and locate your customized setup efficiently.

Shows important candidate details like:

  • Talent Pools, owner, source.

  • Industries & expertise.

  • Salary details.

👉 This section is configurable through “Field Configuration” for more information, check out our help article Creating and Editing Custom Fields.


Brief

View, edit, or create notes with different titles.


Activities

Shows all meetings, comments, and actions related to the candidate along with who took the action and when.


Emails

Displays all email correspondence (requires email account connection):

  • Sent date, time, content, attachments, and sender.


SMS

Lists all SMS correspondence (requires Twilio integration).


Availability

Displays the candidate’s availability calendar - filled out by the recruiter or requested from the candidate via email.


Actions

Located in the upper-right corner - quickly apply actions to the candidate.


Integration

Lists integrated partner tools (e.g., RECII, ROBORECRUITER, SOURCEBREAKER). Only connected integrations appear here.


🤔 FAQs

Q1: Why is my Candidate View showing as an empty list?

  • Answer: Make sure your scope filter isn’t too narrow. Change the filter scope in User Settings to "All Candidates" for a broader view.

Q2: Can I delete the Talent Pool field from Candidate Quick View?

  • Answer: No. Talent Pools, Stage, Met/Not Met, Candidate Owner, and Notice Period are core system fields and cannot be removed.


Happy Recruitment #TheVinnyWay🤩

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