Crafting the Ideal Candidate Record View in Zoho Recruit
As a recruiter, you’re always looking for ways to work faster and smarter. But cluttered screens and irrelevant data can slow you down. That’s why Zoho Recruit gives you full control over how your record pages are structured—so you only see what matters most.
With Page-Level Customization, you can streamline the layout of candidate records (or any module), tailor information display, and create a more focused and efficient user experience.
In this post, we’ll show you how to optimize your candidate record views in Zoho Recruit to match your workflow—not someone else’s.
🔧 What is Page-Level Customization in Zoho Recruit?
Page-level customization lets you personalize the details page layout of a record—such as Candidates, Clients, Job Openings, and more.
You can:
Add, remove, or reorder sections (called Related Lists)
Choose which information appears first
Eliminate unnecessary clutter
Create a logical, intuitive layout tailored to your hiring process
This ensures every recruiter sees the right information at the right time, boosting speed and clarity.
🔍 What Are Related Lists?
Related Lists are sections in a record’s detail page that display associated data, such as:
Notes
Interviews
Attachments
Emails
Activities
Assessment Scores
Offer Letters
By customizing these lists, you bring the most relevant data front and center and reduce clicks needed to find key information.
🛠️ How to Customize a Candidate Record Page
Go to the Candidates module in Zoho Recruit
Select a candidate record
Click More > Organize Candidate Details
Or, hover over the Related List section and click the Configure icon
A popup will appear:
Use checkboxes to select/unselect sections
Use drag-and-drop to reorder sections
Click Save
🎯 Note: The Notes section is fixed at the top and cannot be reordered (by default).
🧩 Use Cases: Smart Ways to Organize Record Pages
| Scenario | Suggested Layout |
|---|---|
| Screening Candidates | Show Notes, Emails, Interviews, Attachments at the top |
| Post-Interview Review | Move Interview Feedback, Tasks, and Calls higher |
| Onbording Phase | Prioritize Offer Letters, Assessment Reports, and Background Checks |
🧠 Why Page-Level Customization Matters
Here’s how it helps your recruiting team:
⚡ Faster Access: Reduce the time spent scrolling or switching tabs
🎯 More Focused Workflow: Prioritize the info you act on daily
🤝 Team Alignment: Standardize layout across teams for consistent navigation
🔒 User-Specific Views: Give each user the flexibility to tailor their own view (based on profile permissions)
📌 Bonus: Customizing Business Card View
Want to get a snapshot view before answering a call or diving into a record?
Customize the Business Card View:
Click on any record
Hover over a field in the card view
Click the arrow icon and choose your preferred field
Or go to More > Customize Business Card to rearrange
This ensures recruiters see key data like phone, status, and job title at a glance—especially useful for incoming calls or quick reviews.
✅ Final Thoughts
Your ATS shouldn’t slow you down—it should speed you up.
With Page-Level Customization in Zoho Recruit, you take charge of how your team views and interacts with data. Whether it’s organizing interview feedback, onboarding documents, or candidate activities, you control the layout to match your process.
