Enhanced Shortlist Drag & Drop Settings
We’ve enhanced the Shortlist kanban for greater control. Now, you have the flexibility to customize restrictions, ensuring drag-and-drop actions align with your specific requirements.
The ‘Allow Shortlist Drag’ has been moved to a new section called ‘Shortlist Drag & Drop Settings’:
Below it, you’ll notice we have broken out each card on the Shortlist so they can be individually managed:
In this case, to move a Candidate to Offer, Working or Complete you must open the Placement record, helping management ensure the proper information has been entered.
All Status Events will be checked ON as a starting point.
HTML Custom Fields
You can now create custom fields which will allow for font styling and also pasted HTML characters.
These fields will also keep the formatting and spacing to align with the standard candidate summary for submittals, making for a much better template. Further, this formatting carries over to the Client portal.
Filtering our Timesheets by Candidate Owner and Job Owner
Two filters have been added to the Timesheets view to help you organize your timesheets.
Accessing Quick View from Candidate Prospects
We've enhanced this feature to allow you to quickly view Company and Contact records and make calls directly from the Prospect card.
Sorting by Distance on the Planner/Candidate Availability
