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Merge Jobs

You can merge 2 Jobs using the bulk Action menu on the main Job list. You can only merge Job records that have not already been converted to Assignments as this will affect many of the Back Office ...

Secondary Contacts on Jobs

Jobs can now have 2 contacts, similar to that of Assignments: This allows you to set an alternative Contact for the Job and when viewing either Contact record, see which Jobs they are either the...

Custom Job Description Templates

Job Descriptions are often parsed and tidied up by the parsing process into the Publish section of the Job, but presented as plain text for the user to update. Often the client wants to apply a ...

Default Shortlist RAG

You can choose the default RAG (Red/Amber/Green) when adding Candidates to the Shortlist whether from the Shortlist iteself or the Long List etc. Options are: Green Amber Red Unmarked (will ...

Credit Approval

You can apply Credit Approval to Clients and Jobs meaning that Jobs cannot be set to a "Won" status if credit approval has not been confirmed at the Client level. This feature is enabled in Tools &...

Candidate Ownership from Job Boards

There are 2 rules relating to Candidate Ownership when processing details from Job Boards. Parsing Job Board Search Candidates When parsing Candidates from the results of a Job Board Search, th...

Shortlist Filters

In addition to the Shortlisted by Me? filter on the shortlist, there is now the option to select other users: This allows users to filter on the specific candidates shortlisted by other members ...

Shortlist Filters - When?

There is a new filter on the Shortlist filter menu called Shortlisted When that allows specific filtering of time based shortlisting: This has a list of simple to select values for quickly ident...

Job Creation Date added to Filters

The Job Creation Date has been added to the existing Date filters on the main Jobs page making it easier to search for Jobs: ...

Shortlist Cards

Previously, the threshold for the maximum number of shortlist cards that could be displayed was 250. This has now been made user configurable in Tools & Settings > Customization > Display Setting...

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