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Client Master

Client Master is the central directory of all client companies your recruitment agency works with.
It stores company details, contact persons, industries, statuses, and relationship types.
All other modules—JDs, Campaigns, Positions, Profiles—depend on this data.

Fields

FieldTypeDescription
nameStringClient company name
statusStringActive / Inactive
contractTypeStringRelationship type (Direct, Direct Recruitment, Contract)
industryStringPrimary industry (IT, Oil & Gas, Aviation, etc.)
secondaryIndustriesArrayAdditional industries
contactObjectname, email, phone
locationStringCity / Country
websiteStringClient website
employeeCountNumberCompany size
lastActivityDateLast interaction with this client
descriptionStringNotes / company overview

Purpose

Client Master acts as the single source of truth for all client companies.
JDs, Campaigns, Positions, and Profiles pull company name + company email from here to ensure consistency.

Where It Is Used

  • JD Creation → Company dropdown comes from Client Master
  • Campaign Creation → Auto-fills companyEmail from Client Master
  • Profile Articulation → Fallback to Client Master for company email
  • Reporting → Pipeline & revenue by client
  • Offers & Positions → Every job is linked to a client from here

Summary

Client Master is the central directory of all client companies your recruitment team works with. It stores company details, contacts, industries, and relationship types in one place. Other modules like JDs, Campaigns, Profiles, and Positions pull data from here to ensure accuracy and consistency. It keeps the entire RMS aligned by preventing manual entry errors and maintaining a single source of truth for client information.