Client contacts are individuals responsible for providing necessary information, typically serving as the primary point of contact within the organization. The system allows for the addition of multiple contact details per client.

To add a Contact to the Client, you need to follow the steps given below.

Navigation Link: https://app.ismartrecruit.com/searchClient

Step 1: Go to the "Clients" module from the left-hand side menu option, and you will be redirected to the Client screen.

Step 2: Click on any  Client name, and the Client View dialogue box will appear. Click on the Contact tab.

Step 3: Click on the + icon to add a new Contact, and you will view a dialogue box where you need to fill in all the necessary information.

Contact dialogue box

Step 4: You can also mark the Client contact as a ‘Key Contact’, to make your work easier to identify whether the Client Contact is the same Person you are communicating with daily.

View Contact

Once you add the Client Contact, you can view all the Contact details in the Client View dialogue box. 

Edit and Delete Contact

Edit

You can also edit a particular contact by clicking on the pencil icon and making the desired changes. 

After clicking on the edit icon, a pop-up form of Edit Contact will appear, where you can make the desired changes and update them by clicking on the update button at the bottom.

Delete

You can delete the contact that is no longer useful by clicking on the X icon.

View Key Contact 

You can also see the key contact here by clicking on the checkbox for the client contact, which will also be yellow.

The Client Contact can access the Client Self-Service Portal to stay updated on the progress of their Active Jobs. To learn more about how to provide access to your Clients, please refer to the article below. 

https://help.ismartrecruit.com/self-service-portal/allow-access-to-client-and-login