What’s new?
The breadth of enhancements focusses on highlighted UX issues, data visibility, slow performance, data sorting and insufficient information to improve on the overall useability of Access Recruitment CRM to ensure it meets the range of customer expectations.
How do I start using them?
Update Export Restrictions
Renaming existing restrictions
Under Roles ; Select a role associated with user/user group and click the + button on Role Restriction sublist:
The Existing restriction 'Export Applicants from Tag / Saved Tag File' is renamed to 'Export Applicants'
The Existing restriction 'Export Contacts from Tag / Saved Tag File' is renamed to 'Export Contacts'
The Existing restriction 'Export Clients from Tag / Saved Tag File' is renamed to 'Export Clients'
The Existing restriction 'Export Jobs from Tag / Saved Tag File' is renamed to 'Export Contract / Perm Jobs'
If any of the above restrictions are applied, the ‘Export’ option on the Search results screen will be greyed out.
Removing old restriction
The previous 'Export Data from search results' is no longer visible.
Please Note : if the user has the previous 'Export Data from search results' restriction applied to a their role, it will need updating to these new restrictions as above.
Ability to Export Applicants
A user can export Applicant data if they do not have the 'Export Applicants' restriction on their role by navigating to Applicants ; Action button
A new option called, 'Export' (last option in the list) appears
This option is only enabled in Table view
On clicking, the data that is displayed in the columns in table view (for all pages) are downloaded on the device in csv format
The name of the Export file is '<RecordType>-Export-<YYMMDDHHMM>'
Adding ‘Timesheet Contact’ to ‘Placement’ & ‘Timesheet’ Config Columns
Contract Placements table view
In Contract Placements ; table view ; on clicking config columns
A new column is visible as below:
'Timesheet Contact'
When the column is added to the view the 'Timesheet Contact' value is taken from Contract Placements ; Contract Info tab ; Timesheet Contact' field
Expect that when Restore Defaults is clicked the column is not selected by default in the view
Timesheet table view
In Timesheet table view ; config columns
A new column is visible as below:
'Timesheet Contact'
When the columns is added to the view the 'Timesheet Contact' value is taken from Contract Placements ; Contract Info tab ; 'Timesheet Contact' field
Expect that when Restore Defaults is clicked the column is not selected by default in the view
Applicant and Availability Manager filter window to include 'Status'
Applicant form
If the user wants to filter by applicant status, they can do that by clicking the Applicant form ; 'Filter' button:
The categories column now displays 'Status' (after 'Sectors' option)
Selecting Status will populate the Available column with Applicant status set in Options ; Manager ; Status ; Applicant Status
One or more Statuses can be selected and moved to the Selected column
On applying filter, the applicant data is filtered based on the status values selected above
The available/selected status filters can be filtered by the search box above it
The selected column is now grouped by a ‘Status:’ category to make it clearer what is actually selected
If 'Restore Defaults' button is clicked, the window closes and the filters defaults to 'All'
When I select and apply the filters and open the filter window again, the selected column retains the previously selected filter/s
Availability Manager
The user can filter by applicant status on Temp Management ; Availability Manager ; 'Filter' button by following the same steps as above
Clients filter window to include Status
To filter by Client status click Clients ; 'Filter' button
The categories column now displays 'Status' (after 'Sectors' option)
Selecting Status will populate the Available column with Client status set in Options ; Manager ; Status ; Client Status
One or more Statuses can be selected and moved to the Selected column
the available/selected status filters can be filtered by the search box above it
the selected column is now grouped by a 'Status:' category to make it clearer what is actually selected.
If 'Restore Defaults' button is clicked, the filters defaults to 'All'
On applying filter, the Client data is filtered based on the status values selected above
When I select and apply the filters and open the filter window again, the selected column retains the previously selected filter/s
Include location & primary email on Applicant & Client picklists
The users can now view additional columns in Applicant and Client picklist as below:
Column called 'Location' (if applicable)
Column called 'Post Code' (if applicable)
Column called 'Primary Email'
Mailshot Categories - Sector List View
In the Mailshot Category form the Sector list is larger and consistent with the updates made for the sector list i.e. displays 13 Sectors
New Quick Note Subject to be auto populated
If the user does not have the 'Notebook Item Create' restriction on their role and they add a new 'New Quick Note' from the areas mentioned in the nav path below and select a 'Notebook Type' from the dropdown, then
The Notebook 'Subject' field is prepopulated as below:
Form | Subject |
Search ; Applicants ; New Quick Note | <Notebook Type> : <Applicant FileAs> |
Search ; Applicant Availability ; New Quick Note | <Notebook Type> : <Applicant FileAs> |
Search ; Clients ; New Quick Note | <Notebook Type> : <Client FileAs> |
Search ; Contacts ; New Quick Note | <Notebook Type> : <Contact FileAs> |
Search ; Jobs ; New Quick Note | <Notebook Type> : <Job Title> (<Company>) |
Applicants ; New Quick Note | <Notebook Type> : <Applicant FileAs> |
Clients ; New Quick Note | <Notebook Type> : <Client FileAs> |
Contacts ; New Quick Note | <Notebook Type> : <Contact FileAs> |
Jobs ; Contract Jobs ; New Quick Note | <Notebook Type> : <Job Title> (<Company>) |
Jobs ; Permanent Jobs ; New Quick Note | <Notebook Type> : <Job Title> (<Company>) |
Applicants ; Review List tab ; View all ; New Quick Note | <Notebook Type> : <Applicant FileAs> |
Contract Jobs ; Review List tab ; View all ; New Quick Note | <Notebook Type> : <Job Title> (<Company>) |
Permanent Jobs ; Review List tab ; View all ; New Quick Note | <Notebook Type> : <Job Title> (<Company>) |
If Quick Note is added from My Actions ; Notebook ; New Item ; Quick Note
Subject = 'Notebook Type : '
If the Notebook Type is changed from the dropdown, the Subject field auto populates accordingly to the selected Type
The user can overwrite as needed
Notebook - Permission to Unprotect & Delete other user's Notebook Items
New permission
The admin user can allow certain users to be able to unprotect and delete another user's notebook entries by navigating to Options ; Accounts ; Role ; select a role associated with the user/s they want to permit,
And adding a new permission called 'Permission to unprotect & delete other user's Notebook Items'
Ability to unprotect another user's Notebook Items
If a user is viewing another user's notebook,
AND they do not have the 'Notebook Item Create' restriction in place
AND they do have 'Permission to unprotect & delete other user's Notebook Items'
Then
When they select a Protected Notebook item, they can unprotect the Notebook item by clicking the 3 dot menu on the row and clicking 'Unprotect' and accepting the following prompt:
'Are you sure you wish to unprotect this notebook item? By being unprotected, it can be deleted.'
Ability to delete another user's Notebook Items
If a user is viewing another user's notebook,
AND they do not have the 'Notebook Item Delete' restriction in place
AND they do have 'Permission to unprotect & delete other user's Notebook Items'
Then
the 'Delete' option is visible in the 3 dot menu on all unprotected Notebook items
On clicking the Delete option they can Delete the Notebook item by accepting the following prompt:
Are you sure you wish to delete the record <Subject of Notebook> (<Notebook Item ID>)?
API users
If the 'Permission to unprotect & delete other user's Notebook' is not applied to an API user role, then they will not be able to unprotect or delete a notebook item via API
Broadcast Shifts wizard
On last step of the broadcast Shift Wizard the tickboxes to select the shifts and applicants are no longer visible. The users will have to navigate to Step 1 to select the shifts.
Send SMS from Timesheet
Accessing the new 'Send SMS' window from Timesheets
For Timesheets added under Timesheet Manager ; Timesheets and the user wants to send SMS to Applicants, when they have a timesheet focused and have not used selection tick boxes and click Action:
a new option called, 'Send SMS' (after 'Create Invoices' option)
The 'Send SMS' window is opened
this window uses the Applicant on the Timesheet to send an SMS to
If records are selected using tick boxes, this option is always disabled
the Applicant's notebook will be updated
Adding Batch SMS option
To batch SMS applicants form Timesheet Manager ; Timesheets and the users have used selection tick boxes and click Action
A new option called 'Batch SMS' appears (after 'Send SMS')
Once clicked, the Batch SMS wizard is opened
this wizard uses the Applicants on selected Timesheets to send Batch SMSs to
the Applicant's notebook will be updated
Adding JPG/JPEG/PNG Stored Documents via API
The users can now insert a JPEG, JPG and PNG files to the applicant / client / contact record stored documents area or Job Documentation area via the API
Please note : only 3 mb file size can be uploaded
The uploaded file can be viewed in the applicant / client / contact or job record stored documents /Documentation area in Access Recruitment CRM