July 2026 Workspace navigation

Detail Page Search, Custom Tabs and Quick List Actions

ATZ CRM improved record navigation with searchable fields on detail pages, customizable tabs, tab record counts, and quick view actions from list pages.

Search for fields inside long candidate, client, job, and deal detail pages

Reorder tabs so the most-used information appears earlier

Control tab visibility based on team workflow

See counts on tabs such as Notes, Emails, Jobs, and Placements

Use quick view and common actions directly from list pages

Quick answer

What changed for recruiters?

This July update helps recruiters move around records faster. Users can search for fields inside long detail pages, reorder or hide tabs, see record counts before opening tabs, and preview records or take common actions from list pages without losing their place.

What changed

What this update changes

ATZ CRM added field search inside detail pages, making it easier to find specific information without scanning a long record manually.

Teams can now customize detail-page tabs by changing their order and controlling visibility. Recruiters can keep daily-use sections close while admins can reduce clutter for workflows that do not need every tab visible all the time.

Record counts now appear on detail tabs, helping recruiters see whether a tab has related Notes, Emails, Jobs, Placements, or other linked activity before opening it.

List pages also gained quick view and quick actions. Recruiters can inspect a record and complete common tasks without leaving the list they are working through.

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.

Less scrolling inside large records

Field search helps recruiters jump to the information they need when candidate, client, or job records contain many sections.

Cleaner workspace for each team

Custom tabs let admins shape record pages around the way recruiters actually review information.

Faster decisions from tab counts

Counts tell recruiters where related activity exists before they spend time opening each tab.

More action from list pages

Quick view and actions help recruiters work through lists while staying in the same context.

Before and after

How the workflow changes

Before

Recruiters scrolled through long record pages to find a field or confirm whether a tab contained activity.

After

Users can search fields, scan tab counts, and open the most relevant section with fewer clicks.

Before

Every team worked around the same tab arrangement even when their workflow priorities were different.

After

Tabs can be arranged and shown in a way that fits the team’s daily review habits.

Before

List work often required opening a record, checking details, then returning to the list.

After

Quick view and actions allow faster review while keeping the list page in focus.

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 a record or list

Start from the candidate, contact, organization, job, deal, or other entity area where the team is working.

2

Search inside the detail page

Use field search when the record has many sections and you need a specific value quickly.

3

Review tab counts

Check whether related sections contain activity before opening them.

4

Adjust tab layout for the team

Reorder or hide tabs so the page reflects the workflow your recruiters use most.

5

Use quick view from lists

Preview records and handle common actions without stepping away from the filtered list.

Feature-specific details

Extra context for this update

Some releases affect more than one recruiting workflow. These notes explain the practical details recruiters, admins, or managers may want to review before rolling the update out to the team.

Daily navigation

Where these changes save time

The improvements are small individually, but they matter when recruiters repeat the same record checks dozens of times a day.

  • Candidate reviewers can find a field faster during screening or client submission prep.
  • Account managers can keep client activity tabs closer to the top of the record.
  • Recruiters working through a filtered list can inspect details without breaking list momentum.
  • Managers can reduce page clutter for teams that only need a focused set of tabs.

Quick answers

Common questions

What can recruiters search on detail pages?

Recruiters can search for fields within the detail page so they can find information without manually scanning the full record.

Can teams hide tabs they do not use often?

Yes. Tab visibility can be controlled so detail pages stay focused on the sections that matter to the team.

Why are tab record counts useful?

Counts help recruiters know whether a section contains related activity before opening it.

Do quick actions replace opening the full record?

No. They help with common tasks from list pages, while the full record remains available for deeper review.

Who should configure tab order?

Admins or team leads should usually decide the default order so layouts match the recruiting process.

How does this help new recruiters?

A cleaner tab layout and searchable fields make it easier for new users to understand where important information lives.

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.

Book a demo