What’s new?
The breadth of enhancements focusses on highlighted UX issues, data visibility, slow performance, data sorting and enhancements to improve on the overall useability of Access Recruitment CRM to ensure it meets the range of customer expectations.
Continual Improvements
Saved Tag Files - Ability to share Saved Tag File with more than one User /User Group
If the user has records added to their Saved Tag File then they will be able to share it with more than 1 user or User group.
The existing 'Shared with User' and 'Shared with User Group' fields will no longer be visible
There are 2 new tabs:
Details
Sharing
On 'Details' tab the following fields appear: (these are the existing fields)
This is the existing sublist
Saved Tag File List Id
List Name
Sync with Force24
Saved Tag file Lists
On clicking the 'Sharing' tab, 2 sublists appear:
Users
User Groups
There is a + and a refresh button
Users sublist
On clicking + button on Users sublist, a 'Users' modal appears
the user is saved and the modal closes
the sublist displays the selected User Name
If the user is already added on the sublist and the user is re added again in the modal, a message appears that reads, 'This user has already been added.'
There is a 'User' dropdown which is a required field marked with red *
On clicking the dropdown, it displays a list of all the Users
There is a 'Save' and 'Save and New' buttons
On clicking 'Save':
A 3 dot button appears on the sublist user row that when clicked, displays an option called 'Delete'
On clicking 'Delete' the user is removed from the sublist and a success toast appears that reads, 'Changes successfully saved.'
The following columns appear by default in the 'Users' sublist:
User Name
Job Title
(no other columns are available)
User Groups sublist
On clicking + button on User Groups sublist, a 'User Group' modal appears
the user group is saved and the modal closes
the sublist displays the selected User Group Name
if the user group is already added on the sublist and the user group is re added again in the modal, a message appears that reads, 'This user group has already been added.'
There is a 'User Group' dropdown which is a required field marked with red *
On clicking the dropdown, it displays a list of all the Users Groups that users have access to
The user can select one user Group
There are 'Save' and 'Save and New' buttons
On clicking 'Save':
A 3 dot button appears on the sublist user group row that when clicked, displays an option called 'Delete'
On clicking 'Delete' the user group is removed from the sublist and a success toast appears that reads, 'Changes successfully saved.'
The following columns appear by default in the 'Users Groups' sublist:
User Group Name
(no other columns are available)
Anywhere that a saved tag file can be displayed is now affected by new sharing logic as above:
The saved tag file will be visible if they have been shared with the current user or a group that the user is a member of
The areas are:
e.g. clicking 'Add to Saved Tag File' option on eligible forms or clicking 'Add <Record Type> to Saved Tag File' on Applicant action form, Search Results screen
Main My Action > Saved Tag Files
Saved Tag File picklist
Scheduling 1/2.0 (Applicant & Job filter panels where you can type a name of a saved tag file)
Tag File > Save Selected
Availability Manager
Easier to Identify Dual Role when adding Existing Contact to a Client
On a client record when the user navigates to the contacts tab and select 'Add Existing Person', then in the ‘Select Person’ window an extra column for Dual Role is now visible.
If the record is a dual role then the dual role flag column displays 'Y' in the Select Person Window and displays 'N' if the record is not a dual role.
Ability to Export Clients
If the user does not have the 'Export Clients' restriction on their role, they can Export Clients records by navigating to Clients > Action button dropdown and selecting ‘Export’ option
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-<YYYYMMDDHHMM>'
Export option is greyed out if the Restriction applied
Cost Centre Look Up Menu Add List Description
When the user navigates to a placement record (Contract / Perm) and navigate to Details tab and click the magnifying glass on 'Cost Centre' field, then:
In the Cost Centre picklist, a new column for 'Description' is visible which displays the description from Manager > Look ups >List of Values > Cost Centre > List of Values sublist > Description
The column appears after the 'Value Name' column
User cannot delete any User Relationship records
Admin user can manage User Relationship records by navigating to 'Options > Accounts > User Relationships' and select any record and click More > Delete:
The confirmation message : Are you sure you wish to delete the record <description of record>?
If the selected record is system coded and the user tries to delete it:
Display an error message "You cannot delete a User Relationship record that is in use." (standard error message with x in corner)
Display an error message "You cannot delete a system coded User Relationship record." (standard error message with x in corner)
If the selected record is in use against a consultant record (attached to jobs (contract and perm), applicants, clients, contacts, projects, invoices,:
otherwise, the record is successfully deleted, the user is navigated back to list of records
If 'No' is selected, the message is closed, the record is not processed, user is navigated back to list of records
If 'Yes' is selected
SMS Send - Batch/Single/Mailshot SMS send to correctly handle white space
Spaces are now handled in a consistent manner during sending SMSs across ARCRM as below:
Leading and trailing spaces are trimmed
Note: tabs are seen as 3 spaces for the purpose of the message length
Where applicable, the 'Next' button is disabled if there are only spaces or tabs in the message
Where applicable, the 'Send' button is disabled if there are only spaces or tabs in the message
e.g.
SMS Format | "Next" | "Send" | Comment |
"" | Disabled | Disabled | Not able to progress to next step or send message |
" aa" | Enabled | Enabled | Message sent as "aa" |
" bb " | Enabled | Enabled | Message sent as "bb" |
"cc " | Enabled | Enabled | Message sent as "cc" |
" dd ee " | Enabled | Enabled | Message sent as "dd ee" |
"ff gg " | Enabled | Enabled | Message sent as "ff gg" |
" hh ii" | Enabled | Enabled | Message sent as "hh ii" |
📌 Note: This applies when calculating the message cost and length (front end) and when actually sending the SMSs
Allow users to enter info-tip text for Custom Fields
Flag a custom column to have Infotip details
If the user is maintaining Custom Fields for Applicants, Clients, Contacts, Jobs (Temp and Perm) or Placements (Temp and Perm) and they edit the field then :
There is a new text box (name of 'InfoTip Text') below the 'Height' label
The text box is optional, which if left blank means there is no Infotip against this custom field
The text box allows multiple lines of text to be entered
The field can be edit and saved as per normal
Next to the field is an Infotip icon, which when clicked shows the following text:
'If text is entered here, it will be displayed when the user clicks an 'InfoTip' icon next to the custom field'
Display Infotip icon and text
If the user has entered some InfoTip text against certain custom fields as above and they are in a custom tab that displays ones of these fields, then:
A standard Infotip icon appears to the right hand side of all fields where the 'Infotip Text' field is populated
On click of the Infotip icon, the relevant 'Infotip Text' for that field is shown
Client Contact sublist UI change, Adding 'Type' column and prompting if user selects Applicant record as Client Contact
Use Case: For users who want to view what type of record it is when adding Client Contact and prompted accordingly if they select an Applicant record
When the users navigate to Client > Contacts > Client Contacts sublist, then:
the 'Add Existing Person' button will no longer be visible
A + button dropdown will be visible that on clicked displays 2 options:
New
Existing
On clicking ‘New’, a Contact window appears which allows the users to add a new Contact (as existing functionality)
On clicking 'Existing':
The picklist will be titled : 'Select Applicant, Contact or Person'
This picklist will display Applicant, Persons and Contact records
The picklist will be titled: 'Select Applicant or Contact'
This picklist will not display any 'Persons' records but only display Applicant and Contact records
This is the same picklist that currently appears
A new column called 'Type appears after 'Dual Role' column which displays the following:
displays 'Applicant' if the record is an Applicant or
displays 'Contact' if the record is a Contact or
displays 'Person' if the record is a Person
If not Dual Role, this column:
If Dual Role, it displays 'Applicant & Contact'
A 'Yes/No' confirmation box appears that reads, '<Applicant FName Surname> is an Applicant. Do you want to make them a Contact as well?'
On clicking Yes, the process continues and user is asked to select a Contact Type to create a dual role Contact
On clicking, No or X button, the confirmation box closes and the user returns to the picklist
If 'Persons' feature toggle is enabled:
If 'Persons' feature toggle is disabled:
For both the picklists:
If the users select an Applicant record which is not a Dual role and click 'Select':
Ability to Export Contacts
The users can now export Contacts data if they do not have the 'Export Contacts' restriction on their role by navigating to Contacts > 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>'