# How to Customize Fields Shared with Clients in ATZ CRM

> Control which candidate fields and pipeline stages clients can see or update in ATZ CRM Client Portal.

Source: https://atzcrm.com/help/client-management/contacts/customize-client-shared-fields/

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# How to Customize Fields Shared with Clients in ATZ CRM

Control which candidate fields and pipeline stages clients can see or update in ATZ CRM Client Portal.

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Quick Answer

Open Admin Settings, go to Fields Shared with Client, update field labels and visibility, then configure which talent funnel stages clients can use.

## Why Customize Client-Shared Fields

Client Portal sharing should show enough candidate information for useful feedback while protecting sensitive or unnecessary data. ATZ CRM lets admins change field labels, hide fields, and decide which candidate stages clients can manage.

## Customize Field Labels and Visibility

1.  Go to **Admin Settings**.
2.  Search for **Fields Shared with Client**.

3.  Edit labels for client-facing fields.

4.  Disable visibility for fields you do not want clients to see.

## Customize Client-Accessible Stages

1.  Go to **Admin Settings > Jobs Talent Funnel**.

2.  Open the Core Talent Funnel.

3.  Enable or disable stages in the **Used By Clients** column.

## Client Candidate Actions

Clients can move candidates between enabled stages and add remarks.

Updates are visible in ATZ CRM.

## Use Cases

-   Hide sensitive candidate data before client review.
-   Rename fields into client-friendly language.
-   Restrict clients to practical feedback stages.

## Troubleshooting

### Client Cannot See a Field

Check field visibility in Fields Shared with Client.

### Client Cannot Move Candidate to a Stage

Confirm that stage is enabled under Used By Clients.

### Label Did Not Update

Refresh the Client Portal page after saving changes.

## Frequently Asked Questions

### Should resumes always be visible?

Only if your sharing process requires it. Hide resume or sensitive fields when needed.

### Can different clients see different fields?

This depends on account configuration. Use global shared-field settings carefully.

### Do clients need ATZ CRM access?

They use the Client Portal or shared candidate list, not the internal recruiter workspace.

## Related guides

[Manage Candidate Pipeline](https://atzcrm.com/help/client-management/client-portal/manage-candidate-pipeline/) [Manage Talent Funnels and Hiring Pipelines](https://atzcrm.com/help/applicant-tracking-system-ats/ats/talent-funnels-hiring-pipelines/) [Enable Client Portal Link](https://atzcrm.com/help/client-management/contacts/enable-client-portal-link/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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