5.12 – Documentation Handling Improvements
What's new?
This release delivers further improvements to Access Recruitment CRM's documentation and communication capabilities, making template management and stored document handling more efficient for users. Consultants and administrators can now configure a dynamic email subject line when sending communications from the Notebook, giving greater flexibility and consistency to outgoing messages. The Select Doc Definition Template modal has also been updated so the Template Title column is wide enough to display full titles, removing the guesswork caused by truncated text. In addition, improvements to stored document downloads give users clearer, more useful file detail when retrieving documents from the system:
Auto-populate Email Subject Line from Notebook Subject when Selecting a Template.
Widen Template Title Column in the Select Doc Definition Template Modal (Placement Documentation).
Documentation – Stored Document Download File Detail.
5.12 – Business Growth Updates
What's new?
This release enhances the Business Growth tools to support faster lead generation and cleaner client data. Consultants and Resource Consultants can now use the main Contact and Applicant forms directly in Business Development and Candidate Care mode, with the ability to add contacts and applicants from a Saved Tag File, Tag File, or picklist. The Client Mandatory Fields Maintenance form has also been updated to include Business Growth fields, helping keep client data complete and consistent:
Contact Business Development to use main Contact form.
Add Contacts from Saved Tag File & Tag File, or from picklist to the Contact 'Business Development' mode.
Candidate Care to use main Applicant form.
Add Applicants from Saved Tag File & Tag File, or from picklist to the 'Candidate Care' mode.
Include BG fields in Client Mandatory Fields Maintenance form.
5.12 – Idibu & Broadbean Updates
What's new?
This release delivers targeted improvements across the Broadbean and Idibu integrations. Consultants and Resource Consultants benefit from expanded candidate matching options within both integrations, giving greater flexibility when identifying the right candidates for posted roles. Idibu users can now create sources directly within the integration and benefit from improved primary consultant assignment, while amber flagged records can be added to the Idibu Review List, giving compliance users and team leaders better visibility and control over flagged candidate data:
Broadbean/Idibu – Source Processing.
Idibu – Primary Consultant on the Applicant Record.
Broadbean – Candidate Matching Options.
Idibu – Candidate Matching Options.
Broadbean – Allow Users to add Amber Flagged records to the Review List.
5.12 – EVO Navigator Updates
What's new?
This release extends the Evo Navigator's Quick Actions panel with three new time-saving actions. Drive time and distance information is now surfaced directly within the Access Recruitment CRM Quick Panel, helping consultants and resource consultants plan client and candidate visits without switching applications. Candidate availability can now be logged directly from the Quick Actions panel, and a new 'Add to Review List' action lets consultants search for and select applicants and add them to a job's review list in a single action, all without leaving their current screen:
Navigator – Drive Time Quick Action.
Navigator – Add Availability.
Navigator – Add Applicants to Review List.
5.12 – CLIENT PORTAL UPDATES
What's new?
This release extends the Client Portal with new self-service capabilities for hiring teams and client contacts. Hiring managers, approvers and admins can now view, confirm and manage every stage of the interview process, and submit structured feedback, directly within the portal. Client contacts can also review and action candidate timesheets from a new Timesheets tile, viewing and filtering submissions by status, candidate and date range, and approving, rejecting or querying a submission without needing Access Recruitment CRM access.
Manage Interviews tile – Contact Portal.
Client Timesheet Overview page.
Client Timesheet Details page – View & Actions.

