The Client / Location Profile (also referred to as the Client / Department Profile) serves as the hub for managing all company-related information in BrightMove.

Note: Everything within this entity, including its name and the labels of each tab, is highly customizable based on your company’s configuration. Many organizations rename this section to better reflect their business model (for example, Clients in staffing environments or Departments in HR).

Each profile provides a central view of your client’s contact details, related jobs, submittals, opportunities, and more, all organized by tab. A wide range of information can be viewed and stored here, from the company logo and address to contracts, job lists, and audit history.

The left-hand panel of the Client / Location Profile displays the company’s basic information:

Tip: If no logo appears, it means none could be found from the entered website URL.

To edit profile details:

Note: The names of this profile and its tabs may vary slightly depending on your company’s configuration. Certain tabs can also be hidden entirely.

To adjust your visible tabs, open the More menu on the profile and select Change Screen Filter.

To add or manage tags:

If EEOC fields are toggled off globally in Company Preferences, you can selectively enable them here using the EEOC Override toggles.
This allows compliance flexibility, only enabling EEOC questions for clients or departments subject to OFCCP requirements.

Located in the client/department profile, below the EEOC overrides section.

Editable Fields

Click the pencil icon to update:

Across the top of the profile, you’ll find tabs organizing the data linked to this client.
Below is a breakdown of each tab, in the same order they appear on the screen.

Store and manage any documents related to your client, such as:

You can:

To upload a new document:

You can edit an existing attachment at any time by clicking the ✏️ Edit icon. From there, you can update the description, replace the file, or toggle the Client Contract status.

Columns can be sorted using the blue arrows beside each column name.
Use filters like View Client Contract or search keywords to locate documents quickly.

Note: The term Client Contract can be renamed under Company Preferences → Labels.

Displays all phone numbers associated with the client’s departments or locations.

Provides a combined view of all activities for managers and contacts under this client.
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From this screen, you can:

Activities cannot be created directly here, to log a new activity, go to the relevant Manager or Contact profile.

Lists all jobs associated with the client.
Features include:

Note: The label on this tab is used to describe Client Offices in staffing organizations or Locations in HR environments. The name may vary based on your company’s configuration, common examples include Branches, Departments, or Offices. For this article, we’ll refer to it as the Locations tab.

Each Client/Department can have one or more associated Departments/Locations. In this tab, you’ll find an interactive list of those locations.

You can easily sort columns by clicking the arrows next to each column name, or create a new Department/Location by clicking the blue Add Department/Location button.

The Department/Location marked with the black building icon is identified as the Main Department/Location, which is created by default when you add a new Client/Department. You can only have one Main Department/Location per record.

Shows all candidate submittals tied to this client’s jobs.
You can:

Lists all hiring managers and client contacts tied to this client.
You can:

Select multiple managers and perform batch actions via Choose Action for List:

Shows which folder the current client belongs to.
You can reassign folders as follows:

A padlock icon indicates folder privacy:

Used for storing internal notes tied to the client.
You can:

Appears if you’re using BrightMove’s Opportunities CRM module.
Displays all business development or sales opportunities linked to the client.

You can:

The Products tab displays all products, fees, and billable items associated with the client or department. It’s primarily used by users who manage billing, retainers, or recurring charges tied to customer accounts.

Note: All available products and fee types shown here originate from your company’s Catalog configuration in Back Office settings. The Catalog defines how products are categorized, priced, and billed (for example, one-time, recurring, or placement-based).

Within this tab, you’ll find three sub-tabs:

This sub-tab lists all product charges or fees that have been created for this client or department. Each entry shows the Charge Date, Description, Quantity, Price, Total, Invoice Date, and Invoice # (status).

You can:

The Invoice Date column indicates whether a charge is Pending (awaiting invoice generation) or Future (scheduled for a later date). Use the Action menu (three-dot icon) on each row to delete an existing item.

This sub-tab displays products that are billed on a recurring basis, for example, monthly management fees or subscription-based services.

Recurring products are automatically generated according to the billing schedule defined in the product’s configuration.

The Placement Products sub-tab lists any products or fees tied directly to candidate placements, for example, placement fees, commissionable products, or retainer-based charges.

Like the other sub-tabs, the table includes the same sortable columns and status indicators for easy tracking. These entries are typically generated automatically when a placement record is created and linked to an applicable product in the Catalog.

Audit Tab

Tracks creation and modification history for the client record.
Displays:

Use this tab to verify data entry history or troubleshoot profile changes.