Client management

Client Master Workflow

This workflow describes how admins manage client companies inside the RMS.

Add Client

• Click Add Client
• Fill required fields:
  • Company Name
  • Industry
  • Relationship Type
  • Contact person, email, phone
  • Location
• Set Status (Active / Inactive)
• Save the client

New client appears in the list immediately.

Edit Client

• Click Edit on any client card
• Update company name, industry, contact details, or relationship type
• Save changes

Updated info syncs with JD, Campaign, and Profile screens.

View Client

• Click View (eye icon)
• View full details: industries, contacts, website, description, activity logs

Used for quick review before updating.

Delete Client

• Click Delete
• Confirm deletion
• Client is removed if not linked to critical active items

Search & Filter

You can filter by:

• Status (Active / Inactive)
• Relationship Type (Direct, Direct Recruitment)
• Industry (IT, Oil & Gas, etc.)

Search supports:

• Company name
• Contact name
• Email

How It Fits With Other Modules

JD Creation

• Company dropdown is populated from Client Master
• Selecting a client auto-fills the company email

Campaign Creation

• Campaign inherits company name/email from Client Master if missing

Profile Articulation

• If JD has no companyEmail → fallback to Client Master

Summary

Client Master is the central directory of all client companies.
All JDs, Campaigns, Positions, and Profiles depend on this module to ensure consistent and accurate company data across the RMS.