Faster record review
Recruiters can understand the important details of a record without opening several sections first.
March 2026 Record visibility
All Details Tab Across Entities
ATZ CRM expanded the All Details tab across entities so recruiters can view complete record information in one place with less navigation.
View complete record information from one unified tab
Use All Details across more entities, not only candidate records
Reduce navigation between multiple sections of a record
Give recruiters faster context before calls, updates, or handoffs
Support cleaner review for candidates, jobs, clients, deals, and more
Quick answer
What changed for recruiters?
All Details Tab Across Entities gives recruiters a unified place to review complete record information across candidates, jobs, clients, deals, and other supported records. It reduces tab switching and helps users understand a record faster before taking action.
What changed
What this update changes
ATZ CRM expanded the All Details experience across entities in March 2026. Recruiters can now review a more complete view of a record from one tab, whether they are working with candidates, jobs, clients, deals, or other supported records.
This builds on the earlier candidate-focused All Details improvement. The broader rollout gives teams a consistent review pattern across the CRM: open the record, check the full context, then decide what to do next.
The value is simple but daily-useful. Recruiters do not always need to jump between tabs just to confirm basic information, custom fields, ownership, workflow details, or record context.
For busy teams, fewer clicks can change the rhythm of work. A unified view makes pre-call review, client updates, manager handoffs, data checks, and quick decisions easier to complete without losing the thread.
Why it matters
Why it matters to recruiters
Recruiters are often measured on speed, quality, and follow-through. This update is designed to reduce manual work, protect useful context, and help teams keep hiring activity moving with fewer handoffs.
More consistent navigation
A similar All Details pattern across entities makes the CRM easier to learn and easier to use during daily work.
Better handoff context
When another teammate opens the record, they can quickly scan the full picture before taking over or giving an update.
Less missed information
Centralizing details makes it less likely that useful context gets overlooked because it was tucked away in another tab.
Before and after
How the workflow changes
Before
Recruiters opened multiple record tabs to piece together the full context before taking action.
After
The All Details tab brings more of that context into one review point across supported entities.
Before
Candidate records had a clearer unified detail view than many other parts of the CRM.
After
The same style of complete-detail review is available across more record types.
Before
Handoffs could take longer because teammates needed to know where each detail lived.
After
A unified tab gives teammates a faster place to start when reviewing a record.
How recruiters use it
How the workflow works
The exact setup depends on your workspace and permissions, but the core workflow is built to keep recruiters closer to the record, the next action, and the right team context.
1
Open the record you need to review
Start from a candidate, job, client, deal, or another supported entity in ATZ CRM.
2
Go to All Details
Use the unified tab to scan the record’s important information without moving through every section first.
3
Check fields and context
Review the details that matter for the next action, such as ownership, status, custom fields, communication context, or workflow information.
4
Take the next step
Update the record, contact the person, prepare a client update, assign work, or move the workflow forward.
5
Use it during handoffs
When another recruiter or manager needs context, point them to the All Details tab as the first review surface.
Best fit
Teams that benefit most
Recruiters reviewing records before calls or follow-ups
Managers checking context across candidates, jobs, clients, and deals
Teams using custom fields across multiple entities
Agencies that want fewer clicks during daily CRM work
New users learning where record information lives inside ATZ CRM
Helpful next steps
Related ATZ CRM pages
Candidate Details, Smart Views and Email Defaults Read the earlier update that introduced the All Details tab for candidate review. Smart Views for All Entities See the February update that expanded saved filtered views across candidates, jobs, clients, and more. Folders Across All Entities Explore the related organization update for grouping records across more entities. Quick edit entity records Learn how recruiters can make smaller record updates quickly across common entities. Customize field visibility and arrangement Review how list fields can be shown, hidden, or reordered for supported entities. Advanced Search filter types Use filters alongside better record visibility to find and review the right records faster. Matches module See how cross-job candidate assignments give another unified view of candidate-job relationships.
Quick answers
Common questions
What is the All Details tab across entities?
It is a unified tab that lets recruiters review complete record information across supported entities such as candidates, jobs, clients, and deals.
How is this different from the earlier All Details update?
The earlier update focused on candidate records. This March 2026 update expands the same idea across more record types.
Why does this matter for recruiters?
Recruiters can review context faster, reduce tab switching, and make better decisions before calls, updates, assignments, or handoffs.
Does All Details replace custom fields or list columns?
No. It improves record review. Custom fields, list columns, filters, and Smart Views still help teams capture, organize, and find the right data.
See it in context
Review this update inside your recruiting workflow
Book a walkthrough with the ATZ CRM team to see how this update supports your jobs, candidates, and shortlist process.