Recruitment consultants can now upload and parse candidate CVs directly from Evo Navigator, using a new Quick Panel component called the RCRM CV Dropzone. This removes the need to switch into the main CRM to initiate a CV parse, allowing consultants to kick off candidate creation from wherever they're working in Navigator.

The CV Dropzone panel provides a clearly labelled upload area where users can drag and drop CV files or click to browse their device.

Accepted file formats are doc, docx, odt, and pdf. Up to 10 files can be queued at once - files are listed below the upload area showing each file's name and size, and individual files can be removed before uploading.

The upload button shows the number of files selected (e.g. "Upload 3 files").

Once the user initiates the upload, the file list is replaced by a progress bar with the message "Uploading and parsing CVs..." while processing takes place.

After completion, results are displayed per file - successfully parsed files appear in a green notification, and any failures appear in red.

If at least one file parses successfully, a Go to CV Parser Results button is shown, taking the user directly to the CV Parser Results screen in the CRM to review the new candidate records.

The upload area then resets automatically, ready for the next batch.

The RCRM CV Dropzone is available as a new MFE that can be added to a user's Quick Panels in Evo Navigator. Users with access to the CV parsing feature will be able to add and pin the panel to their Navigator workspace.

A new Quick Action called RCRM Quick Note is now available in Evo Navigator, allowing recruitment consultants to capture notes and follow-up tasks against CRM records without interrupting their current workflow.

When opened from Quick Actions, the Quick Note panel presents a form with the following fields:

Optionally, the user can tick Create task to reveal additional fields: a mandatory Task Type dropdown and a mandatory Task Date picker. The task date cannot be set in the past. Within the task section, a Create reminder checkbox reveals a Reminder Date and Reminder Time picker (defaulting to 09:00); both are mandatory, and the reminder date cannot be set in the past.

On saving, the note (and any task or reminder) is created, a success message is displayed, and the panel closes automatically after a short delay. If the save fails, an error message is shown to the user.

Consultants can capture notes and schedule follow-up tasks from anywhere in Navigator without navigating away from their current record or workflow, reducing context-switching and keeping activity logging quick and frictionless.

Evo Navigator ; Quick Actions ; RCRM Quick Note. The Quick Action must be added to the user's Quick Actions bar before use.

A new Record Finder tool is now available within Evo Navigator, giving recruitment consultants a fast way to search across their CRM database without leaving their current workflow. Users can locate applicants, clients, contacts, and persons directly from the Navigator sidebar using a dedicated Quick Action.

Selecting the Record Finder Quick Action opens a search panel. As the user types, results load automatically after a brief pause - no need to press enter or submit a form. Clearing the search field removes all results from view.

Each result is displayed as a card showing the record name, a colour-coded badge indicating the record type, the primary consultant, and - where available - the record's location and primary email address. Email addresses are shown as clickable links, opening the user's default email application. A profile photo or placeholder icon appears to the left of each card.

A button on each card opens the full record directly in the CRM. When a search returns more results than fit on a single page, pagination controls appear at the bottom of the panel, showing the current page, total pages, and total result count, with previous and next navigation buttons. If no records match the search, a clear message is displayed; if an error occurs, an alert is shown.

Consultants can quickly locate any record in their database without navigating away from their current task, reducing context-switching and keeping workflows moving faster.

Evo Navigator ; Quick Actions ; Record Finder

A new Start Check-In panel is now available to add to your Quick Actions in Evo Navigator. It gives recruitment consultants a focused, streamlined way to confirm that candidates have successfully started their placements - directly from the Navigator sidebar, without needing to open individual placement records.

When you open the Start Check-In panel, you'll see a list of candidates who have a placement start date within the last 30 days (up to and including today). Only placements you have permission to edit are shown.

Each candidate row displays the candidate's name, postcode, job title, job reference, client name, placement ID, start date, and placement type. Placement type is shown as a colour-coded badge - Permanent, Contract, or Temp. If a candidate has no postcode on file, the row shows "No postcode" in its place.

A search bar at the top of the panel lets you filter by candidate name, job title, job reference, or client name. A consultant dropdown defaults to the currently logged-in user, with all other users listed alphabetically below — allowing you to view and action candidates on behalf of another consultant.

Each row has a checkbox for selection. A select all checkbox in the table header selects or deselects all currently visible (filtered) candidates at once. A summary bar shows how many candidates are currently selected. The Start Check OK button in the toolbar displays the count of selected candidates and becomes active only when at least one is selected.

Clicking Start Check OK opens a confirmation dialog listing the selected candidates - showing each candidate's name, job title, and client - along with a notice that any individual failures will be reported separately. You can cancel to return to the list or click Confirm & Process to proceed. During processing, both buttons disable to prevent duplicate submissions.

If all selected candidates are processed successfully, a success notification is shown and the list refreshes to remove the confirmed starters. If any candidates fail validation, a failure dialog is displayed, listing each failed candidate along with the specific reason for the failure. The dialog can be dismissed to return to the updated candidate list.

If there are no candidates currently requiring check-in for the selected consultant, a message is displayed and the search bar is disabled.

Evo Navigator ; Quick Actions ; Start Check-In

The panel must first be added to your Quick Actions via the Navigator customisation options.