We have introduced the ability to filter Timesheet entries by User Group from the Timesheets form under Placements, making it easier to review and manage time records by sector. We have added a new feature toggle, Copy Client Addresses to New Contact, which when enabled automatically copies all of a Client’s addresses to the Address tab of new or linked Contact records, including Contacts created through the Job Wizard, with the copied addresses identified by a new Client column, kept read-only and removable from the Contact only, and kept in step with any changes made on the Client. We have introduced a new optional Job Status column in the Applicant Menu Entry table view so consultants can see at a glance which job opportunities remain active. We have extended tagging so that clients, contacts and jobs can be tagged directly from the Contract and Permanent Job forms, including adding clients to a saved tag file. We have also added an optional Applicant column to the Placement tab on Client Contact records, displaying the applicant’s full name as a link to their record and supporting alphabetical sorting.

We have introduced the ability to filter Timesheet entries by User Group, giving users a quick way to review and manage their time records by sector.

When we navigate to the Timesheets form under Placements and click the Filter button, a new filter category named User Groups is available, arranged in alphabetical order alongside the existing filter categories.

When we select the User Groups category, we are presented with a list of the active User Groups we have access to. After selecting one or more groups and clicking Apply Filter, the Timesheet list is refreshed to display only the entries that belong to the selected User Group or Groups.

We have introduced a new feature toggle that automatically copies a Client’s addresses to new Contact records, helping to keep contact information consistent and removing the need to re-enter address details manually.

The new toggle can be found by navigating to Options ; System Settings ; Feature Toggles, where it appears under the label Copy Client Addresses to New Contact. An infotip on the toggle reads: 'When enabled, all addresses from the Client record are automatically copied to the Address tab of the new or linked Contact record'. The toggle is disabled by default, so existing behaviour is fully preserved until an administrator chooses to enable it, and it is available to users with access to Options ; System Settings ; Feature Toggles.

When the toggle is enabled and a Client record has one or more addresses recorded, those addresses are automatically copied to the Address tab of the new Contact whenever a Contact is created or linked. This applies when we:

No manual action is required to trigger the copy, and the copied addresses are visible on the Address tab immediately.

A new Client column is shown on the Address sub-list of the Contact record. For each address copied from the Client, the Client column displays the name of the associated Client, while any addresses added manually to the Contact leave the Client column blank. The Client column is a default column under Configure Columns and is retained when Restore Defaults is clicked.

Addresses copied from a Client are read-only on the Contact record. The pencil (edit) icon is not displayed for any client-copied address, and there is no route by which a client-copied address can be edited from within the Contact.

A client-copied address can still be removed from the Contact. When we open the three-dot menu for a client-copied address on the Contact’s Address tab, a delete option is available. Selecting delete removes the address from the Contact’s Address tab only and does not affect the original address on the Client record.

Addresses can also be added manually alongside client-copied addresses. A manually added address is saved alongside the copied addresses, leaves the Client column blank and retains the pencil (edit) icon so that it can be edited.

When an address on the Client record is changed or deleted, the change or deletion is also reflected on the linked Contact record.

If a Client has no addresses recorded, no addresses are copied to the Contact. The Contact’s Address tab remains empty, or retains any pre-existing manually added addresses where an existing Contact has been linked.

When the toggle is disabled, no addresses are copied from the Client to the Contact and the Address tab behaves exactly as it does today. The Client column remains present on the Contact’s Address tab and continues to be available under Configure Columns.

We have extended the Copy Client Addresses to New Contact feature toggle so that Client addresses are also copied to Contacts created through the Job Wizard, keeping contact information consistent without any manual effort.

When the toggle is enabled and we create a new job through the Job Wizard for a Client that has one or more addresses attached, any Contact we add in Step 1 of the wizard will have the Client’s addresses copied across. The addresses are copied silently to the Address tab of each newly created Contact at the point the records are committed on completion of the final step. No address-related prompt, confirmation or additional screen is shown during the wizard, and the job and all linked records are created exactly as they are today.

After the wizard has completed, the copied addresses can be viewed by navigating to the Address tab of the newly created Contact. All addresses copied from the Client are listed, with the Client column displaying the Client name against each one. As elsewhere, these addresses are read-only, so the pencil (edit) icon is not displayed, and each can be removed from the Contact using the three-dot menu, which deletes it from the Contact only and does not affect the Client record.

When the toggle is disabled, no addresses are copied to any Contacts created through the Job Wizard, and the wizard behaves exactly as it does today with no change to the Contact creation flow.

We have introduced a new optional Job Status column in the Applicant Menu Entry table view, allowing consultants to see at a glance which job opportunities are still active without opening each applicant record or navigating to separate job views.

When we are in the Applicant Menu Entry table view and click Configure Columns, a new optional column named Job Status is available. When the column is added to the view, its value is taken from the Status Description field on the associated job and displays the current status of that job, for example Active, On Hold, Filled or Cancelled. For applicant actions that are not associated with a job, the column is displayed blank.

The Job Status column supports the normal sorting and filtering available on other columns. It is not selected by default and is not included when Restore Defaults is clicked.

We have extended tagging so that records can be tagged directly from the Contract and Permanent Job forms, making it quicker to build up tag files from job data.

When we review the menu bar on the Contract or Permanent Job forms, a new option called Tag is available. We can select one or more job records and then choose from the following options under Tag:

The Tag option also allows clients to be added to a saved tag file. After selecting one or more job records, choosing Add Clients to Saved Tag File adds the client or clients on the selected job or jobs to the chosen saved tag file.

We have added a new optional Applicant column to the Placement tab on Client Contact records, allowing consultants to quickly identify which candidate is associated with each placement without opening additional records or tabs.

When we are viewing the Placement tab on a Client Contact record and click Settings ; Configure Columns, a new column option called Applicant is available in the columns list. The column appears in alphabetical order within the available columns and is not included in the default column set when Restore Defaults is clicked. The Applicant column is a hyperlink that opens the applicant card when clicked.

For placements linked to an applicant, the Applicant column displays the applicant’s full name, made up of their first name and surname. The column also supports alphabetical sorting, so clicking the Applicant column header sorts the placement rows alphabetically by applicant name.