All About Contact Quick View in Vincere 🤩
Quick View in the Contact tab gives you instant access to key contact details like company info, Email, phone number, activities, etc...
👉 It's a time-saving way to review and manage contacts without leaving your current screen.
📝 Quick Note: If you can't see all the details in the Contact profile as usual, make sure to click on the expand button at the top right of the screen to access everything.
Click on the link ⏬ to skip to the section you're interested in:
⭕Banner
Contact ID - This is your contact record's unique ID. You can use this to reference the contact in a search or when merging contacts.
Quick view/ Full view - This will allow you to change the view to a smaller/ bigger window.
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 if the changes take effect.
Close Icon - This will close the currently active contact window.
⭕ 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.
⭕ Header
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.
⭕ Summary
🔹Information
Contract Specifications - This is where you can note down any contact specifics for this particular contact.
Personal Information
🔺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 🔺Contact the Owner's location 🔺Preferred Language |
Contact information
🔺Primary Phone 🔺Mobile 🔺Home Phone 🔺Primary Email 🔺Personal Email 🔺Current (Personal) Address | 🔺Switchboard Phone 🔺Switchboard Phone Ext 🔺Preferred Contact Method 🔺Preferred Contact Time from 🔺Preferred Contact Time to |
🔹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
🔹Groups
🔹Others
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
For more detail please refer to the article 👉 Email Permission/Subscription 🤩
🔹Custom fields
Here you will see any fields that you have configured.
👉 See how to do that HERE.
🔹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.
⭕ Activities
Want to see what's been happening with this contact? 🤔
Explore here to find all meetings, comments, and actions linked to this contact, along with details about which consultant in your business took each action and when.
👉 Click the Quick View button for action specifics, including comments and edit logs, you can also use the filter button to narrow down the amount of information displayed.
⭕ Emails
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.
⭕ 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 information on Twilio click HERE
⭕ 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.
To add a new document type, please click here
⭕ 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.
⭕ 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
⭕ Timesheets
In this tab, you can easily access all associated timesheets for placements related to this contact, provided you have TimeTemp.
👉 Here, you can swiftly check the status of each timesheet—whether it's submitted, rejected, or approved. You'll see details such as the candidate's name, the job they worked on, the date range, and you can even view the full timesheet directly.
Happy Recruitment #TheVinnyWay🤩