Safer SMS outreach
Recruiters can see incoming texts quickly while keeping consent status closer to the candidate or contact record.
August 2026 Operational safeguards
SMS Consent, Client Timesheet Approval and Merge Safety
ATZ CRM added SMS notifications and consent controls, client timesheet approval through portal or email, and safer candidate merging that retains files from both records.
Receive real-time notifications when SMS messages arrive
Manage candidate and contact SMS consent in ATZ CRM
Use external consent pages where candidates or contacts need to confirm texting permission
Let clients review and approve candidate timesheets through portal or email
Keep files from both candidate records during a merge
Quick answer
What changed for recruiters?
This August safeguards update helps teams protect communication, billing, and candidate records. Recruiters can receive SMS notifications and manage consent, clients can approve candidate timesheets through the Client Portal or email, and candidate merges now retain files from both merged records.
What changed
What this update changes
ATZ CRM added real-time SMS notifications so recruiters can notice incoming text messages faster. Consent management is also available for candidates and contacts, including external consent pages where people can manage texting permission.
Client Timesheet Approval gives clients a clearer way to review submitted time. They can approve candidate timesheets through the Client Portal or via email, helping staffing teams move worked hours toward billing with less back-and-forth.
Candidate Merge Enhancements make record cleanup safer. When recruiters merge duplicate candidate records, files from both records are retained so resumes, forms, compliance documents, or supporting files are not lost during cleanup.
These updates share one purpose: reduce operational risk in places where mistakes can create real problems for communication, payroll, billing, compliance, or candidate history.
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.
Faster timesheet approvals
Client approval through portal or email gives staffing teams a clearer route from submitted time to billing follow-up.
More reliable record cleanup
Files from both candidate records are retained during merge, reducing the risk of losing important documents.
Cleaner operational handoffs
Communication permission, client approval, and document history become easier to manage inside the same recruiting system.
Before and after
How the workflow changes
Before
Recruiters could miss SMS replies or track texting consent away from the daily candidate record.
After
SMS notifications and consent controls keep text communication easier to monitor and manage.
Before
Clients approved candidate time through scattered replies, files, or separate confirmation steps.
After
Timesheet approval can happen through the Client Portal or email, giving the team a clearer approval trail.
Before
Duplicate candidate cleanup required extra care around resumes and attached documents.
After
Merged candidates retain files from both records so important evidence stays available after cleanup.
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 SMS consent before outreach
Check whether the candidate or contact has permission status that supports texting.
2
Watch incoming SMS notifications
Use real-time alerts to prioritize replies when candidates or clients respond by text.
3
Send timesheets for client review
Route candidate timesheets to the client through the portal or email approval path.
4
Track approval status
Use the approval result to support payroll, billing, follow-up, or correction work.
5
Merge duplicates with document confidence
Clean duplicate candidate records while keeping files from both profiles available after the merge.
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.
Risk reduction
Why these smaller safeguards matter
These changes may look operational, but they protect the details recruiters depend on when communication, client approval, and documents become business-critical.
SMS consent
Texting works best when recruiters can see permission status and respond to incoming messages quickly.
Client approval
Timesheets need a clear client review path because approved hours can affect billing and payroll timelines.
Merge file retention
Candidate documents often contain the proof recruiters need for submissions, compliance, onboarding, and future review.
Team confidence
Recruiters move faster when operational controls reduce the fear of losing context or acting on incomplete information.
Best fit
Teams that benefit most
Teams using SMS for candidate and client communication
Staffing agencies that collect client-approved timesheets
Recruiters cleaning duplicate candidate records
Operations users responsible for billing and document trails
Admins managing communication consent and record quality
Helpful next steps
Related ATZ CRM pages
Send SMS to candidates and contacts Review how recruiters send and manage text conversations in ATZ CRM. SMS consent requirements Understand consent expectations before scaling text communication. Twilio Calling and Texting integration See how calling and texting workflows connect to ATZ CRM communication tools. Manage shifts and timesheets Review the shift and timesheet workflow that supports client approval. Contract staffing, approvals and invoices See how approved time connects to staffing contracts and invoice preparation. Merge duplicate records Use merge guidance when cleaning duplicate candidate or contact records. Client Portal Launch Read how the client workspace was introduced before timesheet approval expanded.
Quick answers
Common questions
What changed for SMS in August 2026?
Recruiters can receive real-time SMS notifications and manage SMS consent for candidates and contacts inside ATZ CRM.
What are external SMS consent pages used for?
They give candidates or contacts a way to manage texting permission outside the recruiter’s direct CRM screen.
How can clients approve timesheets?
Clients can review and approve candidate timesheets through the Client Portal or through an email approval route.
Why does client approval matter for staffing teams?
Approved time helps teams move from submitted hours toward payroll, billing, correction, or invoice preparation with clearer evidence.
What changed in candidate merging?
When duplicate candidate records are merged, files from both records are retained so important documents stay available.
Should recruiters still review records before merging?
Yes. File retention helps, but recruiters should still confirm identity, contact details, history, ownership, and attached documents before merging.
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.