One organizing habit across the CRM
Recruiters do not need different workarounds for different modules. Folders can support candidates, jobs, clients, deals, and related workflows.
January 2026 Organization
Folders Across All Entities
ATZ CRM expanded folders beyond candidates so recruiters can organize candidates, jobs, clients, deals, and other records with a more consistent structure.
Use folders across candidates, jobs, clients, deals, and more
Create cleaner groupings for pipelines, accounts, campaigns, and priorities
Give teams a consistent way to organize different record types
Reduce time spent hunting for related records
Support folder-based working habits across more of ATZ CRM
Quick answer
What changed for recruiters?
Folders Across All Entities lets teams use folders for more than candidate lists. Recruiters can organize candidates, jobs, clients, deals, and other records into practical groups, making pipelines easier to manage and records quicker to find.
What changed
What this update changes
Folders are no longer limited to a narrow part of the recruiting workflow. In January 2026, ATZ CRM expanded folder organization across multiple entities, including candidates, jobs, clients, deals, and other record types.
This gives teams a simple way to group records around how they actually work: active priorities, client accounts, hiring campaigns, territory ownership, urgent follow-up, job families, or internal projects.
The update builds on earlier folder improvements such as folder visibility in candidate lists and folder filtering in Advanced Search. The bigger change now is consistency: recruiters can organize more areas of the CRM with the same mental model.
For agencies with growing databases, folders can act like lightweight workspaces. They help teams keep operational focus without changing the underlying record, pipeline, owner, or stage.
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.
Quicker access to working lists
Teams can group the records they need this week, this campaign, or this client review and return to them without rebuilding context.
Cleaner collaboration
Shared folder habits make it easier for teammates to understand which records belong to an active priority or business process.
Less clutter in high-volume accounts
Folders help busy teams separate urgent work from the broader database, especially when there are many jobs, clients, contacts, deals, and candidates.
Before and after
How the workflow changes
Before
Folders were useful for candidate organization, but teams still needed separate habits for jobs, clients, deals, and other record groups.
After
Folders can now support organization across more record types, giving teams a more consistent way to group work.
Before
Recruiters often relied on naming conventions, saved searches, notes, or manual lists to track active groups outside candidate records.
After
Teams can use folders as a clearer workspace for different entities and operational priorities.
Before
Managers had less consistency when asking the team to review a specific group of records.
After
Folders make grouped review easier across multiple parts of the CRM.
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
Decide what each folder should represent
Use folders for meaningful working groups such as priority clients, active deals, urgent jobs, campaign candidates, or regional focus areas.
2
Create folders where the team works
Set up folders in the relevant modules so recruiters can group the records that belong together.
3
Add records as work changes
Move candidates, jobs, clients, deals, or other records into the right folder as campaigns, priorities, and pipelines evolve.
4
Use folders during review
Start from the folder when running follow-up, checking progress, preparing client updates, or coordinating with teammates.
5
Keep folders tidy
Rename, update, or remove folders when the project, campaign, or business priority is complete so the workspace stays useful.
Best fit
Teams that benefit most
Recruiters managing many active jobs and clients
Teams that use folders for sourcing campaigns or priority lists
Managers who need cleaner record grouping for weekly reviews
Agencies handling multiple business lines, locations, or client accounts
Users who want a simple layer of organization without changing record stages
Helpful next steps
Related ATZ CRM pages
Use folders to manage records Review the existing folder workflow and how folders help teams group records without deleting or changing profiles. Edit, rename, or delete folders Learn how to maintain folder structures as priorities and record groups change. Folders Filter and Clickable Reports Read the December update that made folders available as a filter in Advanced Search. Advanced Search filter types See how recruiters can combine filters when narrowing records in ATZ CRM. Smarter Activities and Candidate Folder Visibility Review the earlier update that made folder membership visible in candidate list views. Recruiter Lite Sourcing, List Signals, Career Search and Tags See the related organization update that improved bulk tagging and list-level visibility.
Quick answers
Common questions
What does Folders Across All Entities mean?
It means folders can be used across more ATZ CRM record types, including candidates, jobs, clients, deals, and other records your team needs to organize.
Do folders change the actual record stage?
No. Folders are an organization layer. They help group records without replacing job stages, deal stages, ownership, or pipeline status.
How should recruiters use folders?
Use folders for working groups such as urgent jobs, client priorities, sourcing campaigns, shortlist reviews, regional lists, or records that need coordinated follow-up.
How is this different from the folders filter update?
The folders filter update improved searching by folder. This January update expands where folders can be used across the CRM.
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.