Customize profile field layout and grouping

Access level required: Site Administrator, Site Administrator (No Billing Access)

CATS includes many standard fields in profiles and allows you to add custom ones as well. After doing this you may find that you want to reorganize the field layout, make new fields required or even hide certain fields in a profile.

Rearrange fields

To rearrange fields, navigate to any profile in CATS. These steps can be performed on candidate profiles, job order profiles, company profiles, or contact profiles. Click the Tool icon towards the right side of the screen to begin editing the layouts and fields.

Once the field layout is unlocked, drag/drop the field title to move where the field is displayed.

Hide

To hide a field from display, click the Eye icon when hovering over any of the field names. Hidden fields' titles appear grayed out when customizing the layout, as is seen for the "2nd Email" field in the below screenshot.

Require fields

If you prefer to make a field required in order to create or save a profile, click the Asterisk icon when hovering over any of the field names. Required fields' titles appear bolded and with an asterisk when customizing the layout, as is seen for the "Name" field in the below screenshot.

Cards

If you prefer to organize your fields in cards (for example, grouping similar fields such as previous, current and desired salary), click the Add Card icon underneath the Tool icon you had clicked earlier. This will allow you to name a new card and drag fields into it for even more organization. You'll find the new card beneath the primary card of profile fields.To finish customizing the field layouts, click the save icon to return it to a "locked" state and continue working as normal.

Note that changes to profiles layouts are per site, so all users will see the changes you make.