Month: September 2015
Product update notes, links, and descriptions.
Full Support for Opportunity Tracks
With this release we have added full support for Opportunity tracks. Now each opportunity track can have a separate View Layout. With this enhancement, administrators can configure each track so that only relevant fields are displayed for each Opportunity track.
Email Tracking Card on Candidates
The Email Tracking card has been added to the Candidate slideout. The “Email Tracking” card allows users to easily view email correspondence at a glance by launching the slideout from the Candidate list.
Support for Microsoft Edge
Bullhorn has been working through the process of certifying its platform for the Edge browser, and, with the exception of some minor cosmetic and functional issues that continue to be resolved, the new browser is supported.
Merging Candidate Records
The candidate merge feature has been enhanced to include more information in the merge. In this release, merging two candidate records will bring over all of the information that it did in previous releases, however, it will also bring work history, education, reference, and assessment information over from the secondary record into the primary record, making the merged record more complete.
Printing-Related Entitlements for Tearsheets
In this release, printing-related entitlements have been updated for tearsheets. For example, if a tearsheet contains candidates, contacts, and jobs, and you do not want a particular user to be able to print one or more of those types of records when printing the tearsheet, you now have the ability to disable the printing of, say, the jobs. At that point, the user would be able to print the tearsheet, but the system would automatically omit the jobs from the printed version.
Radius Search for Contacts
It is now possible to filter contacts using a radius search on a mobile device.
Add Placements Entitlement
We have added an action entitlement called “Add Placements via Mobile” that determines if a user can add a Placement from the mobile application.
Automatically Generate Notification Email
We have enhanced the Email Notification functionality in mobile to match the behavior on the desktop. When a user adds a note from within mobile and selects to email notify individuals, we will automatically send an email notification when the note is saved. Previously, we called the native email client and the user had to send the email notification manually using their mobile device.
Section Headers for Opportunities
We have added section headers to the Field Mappings for each Opportunity track. For more information on Section Headers, please review our “Understanding Bullhorn Field Edit Types” document here.
Onboarding API Improvements
Onboarding API was expanded to support bulk creation through the API.
Transferring Ownership of Contacts and Candidates
We’ve fixed an issue with the Record Ownership Transfer feature on the user account page related to the transfer of ownership for secondary owners on contacts and candidates. Previously, the Records dropdown was not counting secondary ownership in the record count despite the fact that the ownership was being transferred. Also, the transferred records for secondary owners were not showing up on the individual list views, making it appear as if the transfer did not occur.
With the resolution of this issue, the Records dropdown now displays a total count of records where the user is either the primary or secondary owner when it comes to contacts and candidates, and the individual list views are being updated appropriately. Note that for jobs, the record count only includes jobs where the user is the primary owner (e.g., the salesperson) because secondary owners (referred to as assignees; e.g., one or more recruiters) do not transfer ownership when it comes to jobs.
Finally, a hint has been added beneath the Transfer Ownership To drop-down to clarify what is happening with the transfer of contacts, candidates, and jobs.
Pluralization of Entity Titles
We’ve fixed an issue with the automatic pluralization of customized entity titles on menus and other areas in Bullhorn. Previously, certain entity titles, such as “Employer,” “Lawyer,” and “Physician” were being pluralized incorrectly.
Filtering Contacts by Skills
An issue has been resolved with regard to filtering the Contacts list by the Skills column or a skills-related search. Previously, when filtering the Contacts list by typing a skill name into the Skills column header or performing a skills-related search, the list would not filter correctly because the system was expecting the user to type the skill’s ID number instead of the actual name of the skill. With the resolution of this issue, the Skills column and skill-related searches are now filtering on the skill names as opposed to their system-generated ID numbers.
Adding Files with Identical Filenames
An issue has been resolved where a file that is sent to a parsing address would not be added to the Files tab of the appropriate record if a file with an identical name was already associated with that record. With the resolution of this issue, the file will now be added to the record regardless of whether or not it has the same name as an existing file.
Searching Leads by Phone Number and Email Address
An issue has been resolved where performing a phone number or email address search via Fast Find would not return leads who have that number or address. With the resolution of this issue, leads are now being returned appropriately when their phone numbers or email addresses are included in a Fast Find search.
Count of Submissions not Appearing on Job Tearsheet
We’ve fixed an issue where the count of submissions for a job was not appearing correctly in the Submissions column on a Job tearsheet. With the resolution of this issue, the correct submission count now appears on the tearsheet.
Viewing an Auto-Created Work History
An issue has been resolved with regard to viewing a candidate’s work history when the history is being created automatically from the candidate’s placements. Previously, in this scenario, the company name and job title did not appear on the work history record on either the Experience tab in the candidate slideout (accessed via the binoculars icon on the candidate list) or the Work History tab in the candidate record. With the resolution of this issue, both of those areas are now showing the appropriate information when work history records are created automatically from placements.
Currency Display on Tearsheets
We’ve fixed an issue with currency fields on a tearsheet list always displaying a US dollar sign regardless of the currency format that was set in the system. With the resolution of this issue, the correct currency sign will now be displayed on a tearsheet list.
Completing a Recurring Task
We’ve fixed an issue with recurring tasks showing up on the task list. Previously, when a recurring task was marked as completed from the Activity >> Related Tasks area of the system, the next task in the recurring series would appear in that area, however, it would not appear on the task list itself. With the resolution of this issue, when a recurring task is completed from the Activity >> Related Tasks area, the next task in the recurring series will appear in that area as well as on the task list.
Navigating via Workflow Icons
We’ve fixed an issue where navigating to subsequent sections of the Activity tab by clicking on relevant workflow icons was not taking the user to the appropriate section after an initial section had been accessed. Now, all clicks on activity-related workflow icons now take the user to the Activity tab with the appropriate section expanded.
Lead, Opportunity, and Placement References on Recurring Tasks
We’ve fixed an issue with lead, opportunity, and placement references carrying over incorrectly for recurring tasks. Previously, when a recurring task was marked as completed from the Related Tasks section on the Activity tabs of either of these record types, any lead, opportunity, and/or placement references were not being carried over to the next task in the recurring series. With the resolution of this issue, those references are now correctly carried over when recurring tasks are marked as completed.
Mass Updating Candidate Source
An issue has been resolved with regard to updating the source for one or more candidates directly from the candidate list via the mass actions drop-down. Previously, in this scenario, the update to the source was not being captured in the Edit History for the candidate(s) whose source had been changed via the mass action. With the resolution of this issue, the change is now shown in the Edit History for all candidates who were included in the update.