What's new?
The latest Access Recruitment CRM release:
Introduces default feature toggles for Business Growth and Scheduling 2.0, streamlining access to new capabilities.
Users can now view Purchase Order No and Favourite columns in Placement Manager for improved visibility.
Notebook Folder deletion safeguards have been added to protect system-coded content.
Additionally, users can now tag contacts directly from the Client form and customize Notebook column views.
How do I start using it?
Business Growth & Search Results Feature Toggles
We have introduced a new capability that allows Access Recruitment CRM Product users to benefit from new features as soon as they are released, ensuring that they can immediately access improvements without manual activation.
When we use the latest release of the Access Recruitment CRM platform, then:
The Business Growth feature toggle is enabled by default, allowing users to explore new growth-related functionalities without additional setup.
The Search Results Use Main Form feature toggle is also enabled by default.
Scheduling 1.0 & 2.0 Feature Toggles
We have introduced an upgrade to the default scheduling configuration in Access Recruitment CRM, ensuring that all users transition seamlessly to the enhanced Scheduling 2.0 experience.
When using the latest release of the Access Recruitment CRM platform, then:
The feature toggle for Scheduler 1.0 is automatically disabled
The feature toggle for Scheduling 2.0 is automatically enabled, making the new scheduling default for all users.
Add 'Purchase Order No' as column in Placement Manager
We have introduced a new enhancement to the Placement Manager view, enabling users to manage their placement processes more effectively by displaying the Purchase Order Number directly within the interface.
When we navigate to the Placements ; Placement Manager ; Contract/Temp Manager view, then:
Clicking the cog wheel button ⚙ ; Configure columns now shows Purchase Order No in the Available columns list.
When selected, the Purchase Order No is displayed in the table view, providing immediate visibility into purchase order data.
The Placement ; Details tab now includes the Purchase Order No, ensuring consistent access across views.
The Purchase Order No column is not selected by default when Restore Defaults is clicked, allowing users to opt in as needed.
Add 'Favourite' column in table view config columns
We have introduced a new Favourite column across multiple table views in Access Recruitment CRM, enabling consultants to quickly identify and filter records they have flagged as favourites. This enhancement improves efficiency and makes it easier to focus on key records.
When we navigate to any of the supported table views and click the Config icon (⚙) ; Configure Columns, then:
A new column called Favourite is now available in the Available columns list.
This column is not selected by default when Restore Defaults is clicked.
When added to the view:
Records flagged as favourite display a Y.
Records not flagged as favourite display an N.
The column supports sorting and filtering, just like other columns.
Live Refresh Functionality
When a user ticks or unticks the star icon on a summary card while in table view, the table automatically refreshes to reflect the updated favourite status.
This feature is available in the following areas:
My Actions ; Tasks
Applicants
Clients
Contacts
Persons
Jobs (Contract/Permanent)
Jobs ; Interviews
Placements (Contract/Permanent)
Timesheet Manager ; Timesheets
Projects
Finance & Payroll ; Invoices
Prevent deletion of system coded Notebook Folders
We have introduced new safeguards in the Notebook Folder Maintenance area to prevent accidental deletion of critical system-coded folders.
When we navigate to Options ; Manager ; Documents ; Notebook Folder Maintenance, then:
If a user selects a system-coded Notebook Folder and clicks the Delete button:
A message appears: You cannot delete a system coded Folder
If a user selects a non system-coded Notebook Folder that contains notebook items and clicks the Delete button:
A message appears: You cannot delete a Folder that contains Notebook items
These validations also apply to the GraphQL API, ensuring consistent behavior across both UI and backend operations.
insertNotebookItem GraphQL query - new optional 'assignedUser' parameter
We have introduced an enhancement to the insertNotebookItem GraphQL, allowing third-party integrators to assign notebook entries directly to the appropriate consultants: a new optional parameter assignedUser is now supported.
If assignedUser is provided, the notebook item will be added to that users notebook.
If assignedUser is omitted, the notebook item will be added to the current GraphQL users notebook, maintaining existing behavior.
Make Person into Applicant as a standard GraphQL endpoint
We have introduced a new GraphQL endpoint for the PersonFormMakeanApplicant toolbar action. When we use the GraphQL API to amend the applicant save routine, then:
The PersonFormMakeanApplicant action is now exposed to GraphQL. The API includes validation to ensure correct usage. If the record is already an Applicant, the API responds with:
This record is already an Applicant.
If the record is a Contact, the API responds with:
This record is a Contact, it cannot be converted into an Applicant.
Add Contact name to Notebook tabs Config Columns
We have introduced a new Contacts column in the Notebook tab across key record types, allowing consultants to easily view which contacts are linked to notebook entries.
When we navigate to the Notebook tab for Applicants, Clients, Contacts, or Contract/Permanent Job records, then:
Clicking Settings ; Configure Columns now shows a new field called Contacts.
This field:
Appears in alphabetical order on the left-hand side of the column list.
Is not selected by default when Restore Defaults is clicked.
Displays the Link To values from the Notebook ; Links tab, specifically where the link is to a Contact.
If multiple contacts are linked, they are shown as a comma-delimited list in the same cell.
Displays as blank if no contact links are present.
Add ability to 'Configure Columns' on Notebook form
We have introduced a new feature that allows users to customize the column layout in the Notebook screen under My Actions ; Notebook.
When we navigate to My Actions ; Notebook, then:
A cog/wheel icon ⚙ is now available on the right side of the pagination bar.
Clicking this icon opens a dropdown menu with the option: Configure Columns.
Selecting Configure Columns opens a pop-up where users can customize their view using the following columns:
Column Configuration Options
Left Panel (Optional Columns):
Protected
Hot Item
Right Panel (Default Columns):
Subject
Type
Created By
Date Created
Updated By
Date Updated
Attachment
Behavior and Persistence
Clicking OK applies the selected configuration:
Columns in the Available (left) panel are hidden.
Columns in the Selected (right) panel are visible in the order listed.
When the form is reopened, the last selected column configuration is automatically reinstated.
Selecting Clear Criteria clears any filters applied to any column.
Copy Diary Event Type to Diary Title
We have introduced a new global setting that allows system administrators to control whether the Diary Event Type is automatically copied into the Diary Title field.
When we navigate to Options ; System Settings ; System Owner ; Global Settings tab, then:
A new label appears: Copy Diary Event Type to Diary Title automatically, located before the existing Scheduler applicant diary event shows label.
This setting includes a checkbox, which is unticked by default.
When the setting is enabled, and we navigate to any of the following:
My Actions ; Diary ; click Event
Applicant record ; Scheduling ; click Event
Applicant Quick View ; Scheduling tab ; click Event
Jobs ; Contract Jobs ; Scheduling ; click Event
Then:
The Event Type is automatically copied into the Title field.
If the Title is manually edited, it will not be overwritten when the Event Type is changed.
Once the Title has been changed, even if reverted to the original value, it remains unaffected by further Event Type changes.
UI Update
The Title field in the Event window now includes a red asterisk, indicating it is a required field.
Placement Diary Events
Placement diary events retain their existing behavior:
The Title is pre-populated from the job and is not overwritten when the Event Type is changed.
Add the ability to Tag Contact / Add Contact to Saved Tag File from Client form
We have introduced new functionality that allows users to tag contacts directly from client records. This update also includes UI refinements and role-based access control.
Renamed Existing Options
When we navigate to Clients ; click Tag button dropdown, then:
The Tag option is now renamed to Tag Client
The Add to Saved Tag File option is now renamed to Add Client to Saved Tag File
New Contact Tagging Options
If the user does not have the Tag Contact restriction applied to their role, then:
Two new options appear in the Tag dropdown:
Tag Contact (after Tag Client)
Add Contact to Saved Tag File (after Add Client to Saved Tag File)
Tag Contact Behavior
If the selected Client record(s) have only one unique Contact, clicking Tag Contact:
Adds the Contact to the Tag File
Displays a success toast: Added to Tag File
If multiple Contacts exist across selected Clients:
A multi-select picklist appears with:
Search bar (search by Contact name/surname)
Columns: Contact Name, Job Title, Contact Type, Client
Contacts are listed alphabetically
User can select multiple Contacts
Select button is enabled only when at least one Contact is selected
Clicking Select:
Adds selected Contacts to the Tag File
Displays a success toast: Added to Tag File
Prevents duplicate entries in the Tag File
If no Contacts exist for selected Clients:
Clicking either option shows a message:
There are no Contacts for the selected Clients.
with an OK button to close the message