Meetings are easier to build from CRM data
Recruiters can pull candidates, contacts, and teammates into an activity through search instead of copying names, emails, or context from another screen.
August 2025 Activity management
Smarter Activities and Candidate Folder Visibility
ATZ CRM improved activity creation and candidate list visibility so recruiters can add the right attendees, control notifications, create follow-up tasks, and see candidate folder context faster.
Search candidates, contacts, and team members while creating a meeting
Add the right attendees without manually typing every detail
Choose whether email or reminder notifications should be sent
Create a follow-up task linked to the record during the same workflow
View candidate folder membership from the candidate list
Quick answer
What changed for recruiters?
The August 2025 activities and candidate list update helps recruiters create meetings with less back-and-forth. Recruiters can search and add candidates, contacts, or teammates as attendees, choose whether to send email or reminder notifications, create a linked follow-up task immediately, and see candidate folder membership directly from the candidate list view.
What changed
What this update changes
ATZ CRM updated the activity creation flow in August 2025 so recruiters can build meetings around the people already stored in the CRM. Instead of relying on manual attendee entry, recruiters can search for candidates, contacts, or teammates while creating the activity.
Notification control is now closer to the scheduling moment. Recruiters can decide whether an activity should send email or reminder notifications, which is helpful when they are drafting internal tasks, logging a planned conversation, or coordinating a real meeting that needs attendee visibility.
Follow-up task creation is also faster. When a meeting needs a next step, the recruiter can create a task linked to the relevant record immediately instead of saving the activity first and then opening another screen.
The candidate list view gained extra context through folder visibility. Recruiters can see which folders a candidate belongs to from the list itself, making shortlist, campaign, and sourcing-segment review easier during daily database work.
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.
Notifications match the situation
A recruiter can send meeting notifications when attendees need them, or skip notifications when the activity is only for internal tracking or private preparation.
Follow-up is captured before it slips
Linked follow-up tasks can be created at the same time as the activity, which helps recruiters keep commitments visible after interviews, client calls, and internal reviews.
Candidate lists carry more working context
Folder labels in the list view help recruiters understand whether a candidate is part of a shortlist, sourcing batch, campaign group, or saved working list.
Less movement between screens
The update reduces several small jumps between activities, records, folders, and task creation, which makes routine recruiter admin feel lighter.
Before and after
How the workflow changes
Before
Recruiters created activities first and often handled attendees, reminders, and follow-up tasks through separate steps.
After
Recruiters can add attendees, decide notification behavior, and create a linked follow-up task from the activity workflow.
Before
Meeting attendees sometimes had to be entered manually even when the person already existed in ATZ CRM.
After
Recruiters can search existing candidates, contacts, and teammates while preparing the meeting.
Before
Candidate folder membership required extra checking when reviewing a broader candidate list.
After
Recruiters can see folder context directly from the candidate list view.
Before
Follow-up reminders were easier to miss when recruiters planned to create them after the meeting setup.
After
The follow-up task can be created immediately and tied to the record that needs the next action.
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
Start the activity
Open the activity creation flow when planning a meeting, interview, client discussion, internal review, or follow-up event.
2
Search for attendees
Find and add candidates, contacts, or team members already stored in ATZ CRM so the meeting is connected to the right people.
3
Choose notification behavior
Decide whether the activity should send email or reminder notifications based on whether the attendee needs to be alerted.
4
Create the next task
Add a follow-up task linked to the record when the meeting needs a later call, reminder, update, or review.
5
Review folders from the candidate list
Use visible folder labels to understand which lists, shortlists, or campaign groups each candidate belongs to before taking action.
Best fit
Teams that benefit most
Recruiters scheduling candidate interviews and client calls
Teams that use activities for meetings, tasks, and reminders
Agencies that organize candidates into folders for campaigns or shortlists
Recruitment managers who want cleaner follow-up habits across the team
Recruiters who work from candidate list views throughout the day
Helpful next steps
Related ATZ CRM pages
Add or edit activities Review how ATZ CRM activities support meetings, calls, tasks, attendees, notes, and calendar tracking. Google Meet integration Learn how meeting links can be added to activities when scheduling virtual recruiter conversations. Use folders to manage records See how folders help recruiters group candidates for shortlists, campaigns, sourcing lists, and collaboration. Edit, rename, and delete folders Learn how to keep candidate folder organization clean as team lists evolve. AI Notetaker for Meetings Read the related meeting-intelligence update for capturing transcripts, summaries, and action items after calls.
Quick answers
Common questions
What changed in activity creation in August 2025?
Recruiters can now search and add candidates, contacts, or team members as attendees, control email or reminder notifications, and create a linked follow-up task from the activity workflow.
Can recruiters skip notifications for an activity?
Yes. The update lets recruiters choose whether to send or skip email and reminder notifications when creating the activity.
Why show candidate folders in the list view?
Folder visibility helps recruiters understand which shortlists, sourcing groups, campaigns, or saved working lists a candidate belongs to without opening the full profile.
Does the follow-up task stay connected to the record?
Yes. The follow-up task is designed to be linked to the relevant record so recruiters can track the next action in context.
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.