September 2016 - Customer Portal September 2016 - Customer Portal

S-ReleaseATS & CRMCRM

Task List User Count

Published:

We fixed an issue that occurs when applying filters to a task list, such as “My Tasks” or “My Departments Tasks”. This displays a user count on the Users drop down on the Task List and clearing the filter would result in still displaying the previous count. Now, after clearing filters, the User count gets reset correctly.

S-ReleaseATS & CRMCRM

Task Reminders on Inline Edit or Mass Update

Published:

We fixed an issue that occurs upon a task due date being updated via the list view. The system was not correctly updating reminders sent out about the task after the change was made. Upon receiving the latest release this issue will be resolved and task reminders will update as expected.

S-ReleaseATS & CRMCRM

Filtering by Placement ID

Published:

We fixed an issue regarding the placement change request list where in attempting to filter the placement change request list by placement ID resulted in a blank list. Upon receiving the latest release this issue will be resolved and you will be able to filter the list by placement id.

S-ReleaseATS & CRMCRM

Placement List Display

Published:

We fixed an issue where after enabling the Starts & Ends dashboard card and changing the position of the Job column on the Placement List, the Placement List would not load data. Upon receiving the latest release this issue will be resolved and the Placement List will load as expected.

S-ReleaseATS & CRMCRM

Time to Fill/Submit Dashboard Card Showing Incorrect Response Time Data

Published:

We fixed an issue wherein the “Response Times” Job dashboard card values for Time to Fill and Time to Submit were being calculated including jobs without submissions or placements. Upon receiving the latest release this issue will be resolved and jobs without any submissions or placements will be excluded from the calculations.

S-ReleaseATS & CRMCRM

Leading and Trailing Spaces in Email Fields

Published:

We fixed an issue wherein if an email address was entered into an email field on a record and that email address contained a leading or trailing space this would cause issues with mass mailing or composing a message within Bullhorn. Upon receiving the latest release this issue will be resolved and the system will ignore any leading or trailing spaces in the email fields.

S-ReleaseATS & CRMCRM

Select / Mini Picker Display

Published:

We fixed an issue regarding fields with an edit type of either Select or Mini-Picker where these fields were displaying an incorrect value when the value should have appeared as blank. Instead the blank value would appear as the first value from the total list of available values. This appeared on Job and Company record overviews. Upon receiving the latest release this issue will be resolved and the fields now display correctly on their respective overviews.

S-ReleaseATS & CRMCRM

Pin Color Inconsistent on Pinned Records

Published:

We have fixed an issue where after pinning a record and switching between tabs (For example, switching between edit and activity) the blue pin color would get reset to black. Upon receiving the latest release this issue will be resolved and the pin color stays blue when switching between tabs on a pinned record.

S-ReleaseCRM

Leads and Opportunities on Merged Companies

Published:

We have enhanced the company merge process to include leads and opportunities. Upon receiving the latest release this means when two companies are merged in the system, any leads and/or opportunities that are visible on the secondary company will be moved to the primary company when the records are merged.

S-ReleaseATS & CRMCRM

SalesDuel – TV View

Published:

We’re excited to announce the addition of TV View to SalesDuel! With TV View, we’ve optimized the display of SalesDuel standings and results for televisions and large screens. Customers can now maximize team visibility into SalesDuel activity using dedicated or shared displays.

S-ReleaseOnboarding

Third-Party Fields and Signatures

Published:

We’re excited to announce that onboarding users can now send documents to two company contacts in addition to a candidate for completion and signatures. Each recipient can be assigned their own fields to fill in and sign on each document. Additionally, two new completion/approval workflows have been added. This new functionality is perfect for firms who regularly require signatures from a third party in addition to a candidate, like umbrella companies or limited service companies.

Please contact support if you’re interested in enabling this enhancement in your Onboarding account.

S-ReleaseBBO

Email Editor Enhancements

Published:

We have updated the email reminder editor to improve speed and performance.

When sending a “General – User” email reminder to Managers, the list of available managers is now separated by 100 per page. You can simply check the managers needed by navigating between the pages.

S-ReleaseOnboarding

Field Restrictions Not Being Honored In Employee Login

Published:

We fixed an issue where not all restrictions being placed on fields were being honored when an Employee logged in to update fields. Upon receiving the latest release this issue will be resolved and restrictions put in place will be honored as expected.

S-ReleaseBBO

Unsubmitted Timesheet Report Timeout

Published:

We fixed an issue where occasionally the Unsubmitted Timesheet Report would time out when the data set was very large. We have changed the format of this report from XLS to CSV. Upon receiving the latest release this issue will be resolved and the report will export as expected.

S-ReleaseBBO

Tax Profile Decimal Places

Published:

You are now able to create tax profiles with up to four decimal places. Rounding rules will now apply to the fourth decimal, instead of the second. For example, you may set a tax profile to 3.1825.

S-ReleaseATS & CRMCRM

Export Improvements

Published:

When exporting any entity with business sectors, you are now presented with counts and details columns in the export. Additionally, an issue was resolved where an error was displayed when trying to export a Company with the billing address column included.

S-ReleaseBBO

Expense Notes for Group Time Imports

Published:

You can now map expense notes (such as expense IDs) to group time imports. In the Control Panel, the Hours Import Profile now contains a field called “Expense Notes.” When you add Expense Notes to a group time import, the notes become available on the Payables tab when viewing the expense report for a given employee.

S-ReleaseATS & CRMCRM

Latest News

Published:

The Pulse tab is now the fastest way to prep for any meeting: Add the “Latest News” Card to see the latest headlines about the account. Click on any headline to go straight to the article. These news items are updated in real time and automatically displayed based on the company’s domain name. This is part of the Market Intelligence product offering; for more information, please contact your Account Executive.

S-ReleaseBBO

Vendor Taxes

Published:

You can now assign tax profiles to Vendors and update tax amounts on Vendor payables. We’ve also updated the Vendor payable editor with a new look and feel, similar to the receivables invoice editor. Taxes are optional for Vendors and are defaulted to 0% for Vendor payable line items.

S-ReleaseATS & CRMCRM

SalesDuel – Candidate-Based Scoring

Published:

We’ve made an enhancement to SalesDuel that allows a tournament administrator to add candidate-based scoring to a tournament. When configuring or editing a tournament, an administrator is now able track candidate-related activity by selecting the Candidates entity and then selecting the statuses for which they would like to track points. When the tournament is in progress, players receive the appropriate number of points when a candidate for whom they are the owner or secondary owner is moved into one of the configured statuses.

S-ReleaseATS & CRMCRM

SalesDuel – Job-Based Scoring

Published:

We’ve made an enhancement to SalesDuel that enables a tournament administrator to add job-based scoring to a tournament. When configuring or editing a tournament, an administrator is now able track job-related activity by selecting the Jobs entity and then selecting the statuses for which they would like to track points. When the tournament is in progress, players receive the appropriate number of points when a job for which they are the owner or secondary owner is moved into one of the configured statuses.

S-ReleaseATS & CRMCRM

SalesDuel – Tournament Recap Email

Published:

We’ve made an enhancement to SalesDuel that enables a tournament administrator to send a recap email upon completion of a tournament. The administrator can send the recap email by accessing a completed tournament and clicking the Send Full Recap Email button that appears on the resulting dialog.

 

When the administrator sends the email as part of a team-based tournament, the email is sent to all team owners as well as any player who is on a team (note that the email is not sent to players who did not get drafted). When the administrator sends the email as part of an individual-based tournament, the email is sent to every player who was added to the tournament, regardless of their level of participation.
The recap email includes information such as the name of the tournament, the user who won and the number of points they accrued, the user who is designated as the MVP and the statistic that earned them that designation, and the second and third runners up in the tournament. The email also includes a button that enables the reader to view the full tournament stats within SalesDuel.

S-ReleaseATS & CRMCRM

Get Help Update

Published:

You will now be directed to our new Customer Portal when selecting the Get Help button in Bullhorn. The Customer Portal will open within your Bullhorn application, and contains sections for Bullhorn Academy, Product Updates, and Feedback.

S-ReleaseATS & CRMCRM

Product Feedback

Published:

Bullhorn Brainstorm has been replaced with our new feedback form as part of our Customer Portal launch. Provide feedback directly to the Bullhorn Product team and check out recent suggestions from customers that we’ve recently implemented.

S-ReleaseATS & CRMCRM

Live Chat in Bullhorn

Published:

Introducing Live Chat for Bullhorn Support! If you’re designated as a Support or Account Contact, a new “Live Chat” button is now available to you in the CRM. Clicking this button quickly connects you with one of our Support representatives via a live chat session.


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