More tailored candidate presentation
Recruiters can shape the shared candidate view around the role, client, and decision criteria.
April 2026 Client collaboration
Job-Specific Fields for Client Sharing
ATZ CRM added job-specific field controls for client sharing so recruiters can customize which candidate details clients see for each job.
Customize shared candidate fields for each job
Show clients the details that matter for a specific role
Hide unnecessary or sensitive candidate information when needed
Improve candidate presentation in client review workflows
Give recruiters more control over client-facing context
Quick answer
What changed for recruiters?
Job-Specific Fields for Client Sharing let recruiters control which candidate details are shared with clients for a specific job. This helps agencies tailor candidate presentation, hide unnecessary information, and give clients a cleaner review experience based on the role.
What changed
What this update changes
ATZ CRM added job-specific field controls for client sharing in April 2026. Recruiters can decide which candidate details should be visible to clients for each job, instead of relying only on one shared-field setup for every situation.
This matters because client review needs vary by role. A healthcare client may need license details, a technical client may care about stack experience, and an executive search client may need a tighter presentation with fewer operational fields.
The update gives recruiters more control over what clients see during candidate review. Teams can present candidates with the right level of detail while keeping internal notes, irrelevant fields, or sensitive information out of view where appropriate.
It also improves the client experience. When the shared view is tailored to the job, clients can focus on the details needed to make a decision instead of scanning through fields that do not matter for that role.
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.
Better control over sensitive details
Teams can avoid sharing fields that are unnecessary for the client review or better kept internal.
Cleaner client feedback
Clients can review the most relevant candidate details, which helps feedback focus on fit instead of missing or distracting information.
Stronger workflow flexibility
Different jobs can have different shared-field needs without forcing every client review into the same format.
Before and after
How the workflow changes
Before
Client-shared fields were less flexible when different jobs needed different candidate presentation details.
After
Recruiters can adjust which candidate fields are shared for a specific job.
Before
Clients could see fields that were irrelevant for the role or miss details that mattered for that job.
After
The shared candidate view can be tailored to the job’s review criteria.
Before
Recruiters had to work around shared-field limitations with separate notes, emails, or manual explanations.
After
More of the right context can be controlled directly inside the client sharing workflow.
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
Review the job and client need
Identify the candidate details the client should see for that specific role.
2
Choose job-specific shared fields
Select the fields that support the client’s review and hide information that is unnecessary or internal.
3
Share candidates with the client
Use the client sharing workflow so the client receives a role-appropriate candidate view.
4
Collect feedback in context
Let the client review the tailored candidate details and respond with clearer remarks or stage updates.
5
Refine for future submissions
Adjust shared-field choices as the client’s expectations, role requirements, or feedback process becomes clearer.
Best fit
Teams that benefit most
Recruiters submitting candidates to clients across different job types
Agencies that tailor candidate presentation by client or role
Teams using Client Portal or shared candidate lists
Recruiters who need tighter control over client-facing candidate details
Client-facing teams trying to improve feedback quality
Helpful next steps
Related ATZ CRM pages
Customize fields shared with clients Review the broader workflow for controlling client-visible candidate fields and client-accessible stages. Manage candidate pipeline in the Client Portal Learn how clients review shared candidates, use Kanban views, and add remarks. Share jobs with the Client Portal Understand how recruiters expose selected job and candidate information to client portal users. Submitted candidate feedback See where hiring-manager remarks are stored after clients review shared candidate profiles. Client Shared Candidate Board View Read the January update that gave clients a board view for shared candidate review. Client Portal Launch Review the Client Portal release that introduced a dedicated client collaboration space. Client Submission Software Explore how structured candidate submission workflows help agencies manage client review.
Quick answers
Common questions
What are Job-Specific Fields for Client Sharing?
They let recruiters customize which candidate details are visible to clients for a specific job.
Why would shared fields differ by job?
Different roles require different review details. Job-specific controls help recruiters show only the information clients need for that role.
Can this help protect sensitive information?
Yes. Recruiters can avoid sharing unnecessary or internal details when tailoring the client-facing candidate view.
How does this improve client feedback?
Clients see a cleaner, role-specific candidate presentation, which helps them focus feedback on the details that matter.
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.