Contact Quick View

How to navigate Contact Quick View

Mike avatar
Written by Mike
Updated over a week ago

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1. Banner

  1. Contact ID - This is your contact record's unique ID. You can use this to reference the contact in search or when merging contacts.

  2. Quick view - this will allow you to change the view to a smaller window, the Quick view pane

  3. Actions Icon - This will open a small window on the right with all possible actions you can take on the selected contact

  4. 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.

  5. 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

3. 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

4. Summary

A. Information

  1. Contract Specifications - This is where you can note down any contract specifics for this particular contact

  2. Personal Information

    1. Title - Can be Either Mr., Ms., Mrs., Miss, Dr., Captain

    2. First Name - Contact's first name

    3. Last Name - Contact's last name

    4. Contact Preferred Name - Contact's preferred name

    5. Middle Name - Contact's middle name

    6. Gender - You can select, Male, Female or Other

    7. Date of Birth - Contact's birthday

    8. Age - Will automatically populate based on the Date of Birth entered

    9. 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 Owner's location

    14. Preferred Language

  3. Contact information

    1. Primary Phone

    2. Mobile

    3. Home Phone

    4. Primary Email

    5. Personal Email

    6. Current (Personal) Address

    7. Switchboard Phone

    8. Switchboard Phone Ext

    9. Preferred Contact Method

    10. Preferred Contact Time from

    11. Preferred Contact Time to

    12. LinkedIn profile - LinkedIn Profile page link (Will autopopulate if the contact is imported using Velocity)

    13. Facebook - User profile link or Page link on Facebook

    14. Twitter - Twitter handle name/Profile

    15. Skype - Skype Username

    16. Xing profile - Link to the contact's page in Xing

B. Work Information

  1. Job Title - Contact's current job title in the company

  2. Company name - This will display the company name that the contact is currently linked to.

  3. Contact Work Address - This is set up in the company locations. You can find more information on company locations here

  4. Department - You can also set up departments in the company profile. Find out how to do this here

  5. Reports to - Will list all the contacts from the same company. You can select it here if they have a manager

  6. Job level - Free Text Field

  7. 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.

  8. Is assistant - A yes or No field. Indicates if the contact is an assistant.

  9. Start Date - Start date with their company

  10. Skills - A free text field. You can add more than one by typing the word and pressing enter after every entry.

  11. Industry - You can set up Industries here

  12. Sub Industry - You can set up Sub-Industries here

  13. Functional Expertise - You can set up Functional Expertise here

  14. Sub Functional Expertise - You can set up Sub-Functional Expertise here

C. Groups

  1. Brands - You can set up Brands here

  2. Branches - You can set up Branches here

  3. Divisions - You can set up Divisions here

  4. Teams - You can set up Teams here

D. 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

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.

5. Activities

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

6. 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.

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.

7. 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

8. Files

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

10. 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

11. Timesheets

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

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