Click on the link ⏬ to skip to the section you're interested in:
Contact ID - This is your contact record's unique ID. You can use this to reference the contact in search or when merging contacts.
Quick view - this will allow you to change the view to a smaller window, the Quick view pane
Actions Icon - This will open a small window on the right with all possible actions you can take on the selected contact
Refresh Icon - if you made any changes in the contact profile, you can use this to refresh the window to see the changes take effect.
Close Icon - This will close the current active contact window
2. Application 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
Here is where you can find an overview of all the important details of the Contact.
In the middle are key details, including the company name, location, Primary Email, Primary phone number, number of jobs and last activity date.
The upper right has the brand associated with the contact and any social media accounts linked to the contact
Contract Specifications - This is where you can note down any contract specifics for this particular contact
Title - Can be Either Mr., Ms., Mrs., Miss, Dr., Captain
First Name - Contact's first name
Last Name - Contact's last name
Contact Preferred Name - Contact's preferred name
Middle Name - Contact's middle name
Gender - You can select, Male, Female or Other
Date of Birth - Contact's birthday
Age - Will automatically populate based on the Date of Birth entered
Source - Will show the same list you set up in the candidate sources
First Name (Kana/Romaji) - Used for Japanese First names
Last Name (Kana/Romaji) - Used for Japanese Last names
Contact Owner's location
Current (Personal) Address
Switchboard Phone Ext
Preferred Contact Method
Preferred Contact Time from
Preferred Contact Time to
LinkedIn profile - LinkedIn Profile page link (Will autopopulate if the contact is imported using Velocity)
Facebook - User profile link or Page link on Facebook
Twitter - Twitter handle name/Profile
Skype - Skype Username
Xing profile - Link to the contact's page in Xing
B. Work Information
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
Email permission - You can change the subscription status of the contact record. This will prevent them from receiving emails sent to them using email templates 7.1 - 7.3
E. Custom fields
Here you will see any fields that you have configured. See how to do that HERE.
F. Contact Brief
You can also see/add a contact brief on the contact. Here you can put any notes you would like to attach to this contact to make them easily visible.
Want to see what's been happening with this contact? Take a look here, you will see all meetings, comments, and actions related to this contact, and see exactly which consultant in your business did the action and when.
You can also use the filter button to narrow down the amount of information displayed
As long as your email account is connected (see HERE for information on how to do this) any email correspondence you have had with the contact will show in this tab, including the sent date, time, content of the email, attachments, and which consultant sent the email.
You can click the View button to read the full email and inside the Email, you can perform actions on an email if this was synced from your email's inbox/sent items.
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 information on Twilio click HERE
This is where you can find and upload documentation related to your contact or a Website URL. To add a new document, just click on the upload button.
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
To add a new document type, please click here
9. Job Stats
A quick look at the job types linked to the contact
Clicking the box will open a small window showing the job/roles and their links (will open the job in a new tab)
You can also use the filter to see only jobs with specific status
Or filter the jobs based on ownership
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
In this tab, you can quickly see all associated timesheets for placements made that relate to this contact (provide you have TimeTemp). You can quickly see which ones are submitted, rejected and approved, the candidate name, job, date range, and can even view the full timesheet too
Note: This will only work if you have TimeTemp Add-on in your Vincere Account