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Release notes for v4.98

This release has updates for all recruitment types - temp, contract and permanent.

Written by Terence Cassidy
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4.98 – CONTINUAL IMPROVEMENTS

What’s new?

This release delivers a focused set of usability refinements across Access Recruitment CRM, addressing everyday friction points for consultants, resource consultants, compliance users, team leaders, and managers. Continual Improvements 4 brings four targeted enhancements to streamline common workflows. The default cursor now lands at the top of the Notes tab, removing the need to scroll before typing. CV file names now display the CV Description, making downloaded files easier to identify and manage. Users can open a Client Record directly from the Applicant Employment Details view, reducing the steps needed to navigate between related records. Finally, the Client ID has been removed from the smartAI integration tab card, decluttering the interface and surfacing only the information that matters. Together, these improvements reflect an ongoing commitment to acting on user feedback and reducing everyday friction across the platform.

  • Open Client Record from Applicant Employment Details.

  • CV download file name to display 'CV Description'.

  • Remove Client ID from smartAI integration tab card.

  • Default the Notebook Tab Cursor to the top of the tab.


4.98 – MERGE SUITE

What’s new?

This release delivers the next phase of the Merge Suite, extending existing capabilities with Contact Merge and Person Merge functionality, providing teams with the tools to identify and consolidate duplicate records without the need for manual intervention or costly professional services engagements. Designed for IT administrators, access project teams, and support teams who manage large volumes of recruitment data, these features reduce the time and effort required to maintain clean, accurate records across the CRM. By enabling bulk data restructuring and consolidation natively within Access Recruitment CRM, organisations can respond more quickly to business change, improve data integrity, and reduce reliance on external support - directly addressing key customer feedback and supporting revenue protection goals.

  • Merge Suite – Person by Duplicate Records.

  • Merge Suite – Contact by Duplicate Records.

  • Merge Suite – Contact by ID.

  • Merge Suite – Person by ID.

  • Merge Suite – Exclude Merge of Applicants with Dual Role.

  • Merge Suite – Portal Account Handling in Client/Applicant Merges.

  • Merge Suite – Display Record IDs in Steps 2, 3, 4 of some Merge Wizards.


4.98 – TASK IMPROVEMENTS

What’s new?

This release delivers significant improvements to task visibility, sharing, and filtering within Access Recruitment CRM, enabling consultants and team leaders to manage individual and shared workloads more effectively from a single location. Users can now share tasks via the Task List and view tasks belonging to other team members, providing greater transparency across shared workflows. A new ownership filter has been added to the Task Filter, allowing users to quickly locate and prioritise tasks by owner. Consultants can also create tasks directly from a Diary Event, streamlining follow-up activity without switching context. Additionally, a Task Notes column, the ability to assign a task from a Quick Note, and Task Reminder functionality have been introduced. Together, these enhancements drive more consistent task follow-up, improve data quality across applicant, contact, and job records, and support the broader Access Recruitment CRM goal of increasing jobs successfully filled.

  • Tasks – Ability to add a Task from a Diary Event.

  • Tasks – Filter by users in order to see shared tasks.

  • Tasks – New Option to Share Tasks from the Task List.

  • Tasks – Task Notes Column in Table View.

  • Tasks – Assign a task from Quick Note.

  • Tasks – Task Reminder.


4.98 – INTERVIEW UPDATES

What’s new?

Access Recruitment CRM’s interview management capabilities have been enhanced with improved filtering, ordering, and notebook entry functionality to give users greater visibility and control over their interview activity. Users can now filter interviews by user group, making it easier to view shared and group interview activity in one place. Interviews can be ordered by interview date, improving how users prioritise and track their pipeline. Additionally, a new interview notebook entry and supporting system setting have been introduced to streamline follow-up activity and ensure all interview workflow is captured within Access Recruitment CRM. Together, these enhancements improve data quality, support better job follow-up, and reduce time pressures for busy recruitment teams.

  • Interviews – Order by Interview Date.

  • Interviews – Ability to Filter on User Group.

  • Interview Notebook Entry.


4.98 – SEARCHING IMPROVEMENTS

What’s new?

This release delivers targeted enhancements to the job matching search experience within Access Recruitment CRM, responding directly to consultant feedback around speed and accuracy when matching candidates to live vacancies. Two new job match options - permanent and contract - have been added to the applicant form, giving recruiters the ability to instantly surface relevant opportunities against a candidate’s profile without navigating away or running a separate search. Designed for consultants, team leaders, and managers working under time pressure, these improvements reduce friction in the placement workflow, support more accurate results, and lay the groundwork for a broader searching experience overhaul planned in future releases.

  • Add ‘Contract Job Match’ option on Applicant form.

  • Add ‘Permanent Job Match’ option on Applicant form.


4.98 – SEARCHING IMPROVEMENTS – PERMANENT PLACEMENTS

What’s new?

This release introduces comprehensive search enhancements to the Permanent Placements form, improving how users find and work with placement records. Search results now return in the full permanent placement view, providing immediate access to comprehensive data points and available actions for each record, such as updating placement details and viewing custom column data. These improvements reduce time spent navigating records, support faster decision-making during peak recruitment periods, and enhance data accuracy by making it easier to verify existing placements before creating duplicates. A fix has also been applied to remove day-of-week fields from the Contract Placement Search form, and work history search now displays contract and permanent job criteria options based on the feature toggle setting.

  • Remove Day-of-Week Fields from Contract Placement Search Form.

  • Work History Search – Display Contract and Permanent Job Criteria Options Based on Feature Toggle.

  • Update Permanent Placement form: Add Options from Permanent Placements Search Results Form.

  • Show search results on Permanent Placement form.

  • Open Saved Search Option on Client Search Window when included on a Contact Search.


4.98 – AVAILABILITY MANAGER UPDATES

What’s new?

This release delivers three new features to the Availability Manager, giving consultants, resource consultants, team leaders, and managers greater control and visibility over candidate availability. Users can now configure their column layouts to suit their individual workflow, export availability data for reporting purposes, and choose to display applicants with no current availability - ensuring a complete picture of the candidate pool at all times. Together, these additions build on the Availability Manager’s existing capabilities, further reducing admin and improving visibility across high-volume temp and contract pipelines.

  • Availability Manager – ‘Available Within Period’ Applicants toggle.

  • Availability Manager – Additional Columns in Config Columns.

  • Availability Manager – Additional information in the Excel export file.

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