Manage Accounts and Contact Persons with Flexible List Views

Introduction

Previously, the focus of flexible list views was primarily on managing candidates for recruiters. However, account managers also needed a similar way to create and use lists of accounts and contact persons. This update expands the functionality so you can now also keep track of your business relationships within the same familiar context.

Who is this feature relevant for?

• Account managers
• Sales staff
• System administrators

Feature explanation

Two new types of flexible list views have been added: 'My Accounts' and 'My Contact Persons'. These allow you to create specific overviews of your business relationships. When composing these lists, the relevant fields are automatically displayed; for accounts these are all account fields, and for contact persons you see both the fields of the person and of the associated account.

Filtering is set up intelligently so you can find contact persons and accounts based on their involvement in jobs, matches or placements. Distance search is also available, using the shipping postal code for accounts, and both the account postal code and the person's private postal code for contact persons.

You can take direct action from within the list views. For accounts, the call function is available via the organisation's phone number. For contact persons, you can both call and email, with the system intelligently searching for the available mobile number or email address. On the home page, these new list types are recognisable by their own colours and icons, making it easy to switch between your candidates and business relationships.

Other features in this release

🔗 Find all features from this release here