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How to Customize Columns for Companies?
How to Customize Columns for Companies?

Learn how to tailor your company view with our guide on customizing columns for enhanced organization and efficiency.

Updated over a week ago

Customizing columns in Recruitly is a straightforward process, providing users with the convenience to effortlessly add or hide columns based on their preferences.

Follow these steps to customize the Columns:

  1. Navigate to the "Companies" section or click below.

  2. Find and click on the “Columns” button located at the top right, which will open a card with the form fields.

    To choose columns, simply check the fields from the “Available Fields” on the left-hand, and they will be added to the “Selected Columns” on the right-hand side. You have the option to select from the headings listed below:

  • Sales Analytics: This section includes fields providing information related to Contacts and opportunities, such as opportunities by value and duration. It offers recruiters quick insights into trends and valuable sales analytics.

  • Recruiting Analytics: Here, you can find analytics and trends related to jobs, positions, and Job Pipeline by value.

  • Recruiting Performance: This section showcases performance metrics like the percentage of Client Rejections, interviews, offers, placements, and more. It offers insights into various performance-related trends.

  • Billing: This section provides an overview of billing details, including metrics such as Billing Last Month, Billing Last Quarter, Billing Last Year, Billing This Month, Billing This Quarter, Billing Year-to-Date (YTD) Value, and Billing to Date Value.

  • General: Under this heading, you can find fields related to companies, such as Email, Head Office, Owner, Sector, etc.

3. Once you have selected the desired fields, the changes will be saved automatically.

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