Update Product: CRM
Trend View Added to My Activity Dashboard Card
We’ve made an enhancement to the My Activity dashboard card (part of the Goals & Quotas functionality) to include a trend view for each of the weekly/monthly tracked recurring goals. You can access this new trend view for a specific goal by clicking on the name of the goal on the main view of the dashboard card, where you can see how you performed against the goal over the past 12 weeks or months.
Copying an Opportunity
You now have the ability to add a new opportunity to Bullhorn by making a copy of an existing opportunity. A new menu option, labeled Make a Copy, is now located in the Select an Action drop-down on the opportunity record. When you make a copy of an opportunity, every field on the existing opportunity is copied over to the new opportunity, where you can make changes as necessary.
Notes:
- The Make a Copy option only appears for users whose user types have the Add Opportunity action entitlement.
- The status of the copied opportunity defaults to the status for new opportunities, as opposed to the status of the original opportunity.
- The fields that are copied over to the new opportunity include custom fields and custom objects with a type of overview.
- File attachments and data-related items (notes, activity, history, etc.) are not copied over to the new opportunity.
Deleting Sales Quotas
We’ve made an enhancement to the Sales Quotas feature that gives users the ability to delete one or more quotas from the list view. In order to be able to delete quotas, a user must be associated with a user type that has the Add/Edit/Delete Quotas action entitlement. Note that users can delete a maximum of 50 quotas at once.
Note-Related Searches on Leads
You can now search by all of the following note-related fields when performing a Lead search using Additional Criteria:
- Note Action
- Note Author
- Note Comments
- Note Date Added
Email Editor
We’ve fixed the issue regarding extra line breaks being added when using Bullhorn’s email editor. Now, when using “Enter,” a single line break is added to an email. When using “Shift-Enter,” a paragraph break is added to the email.
Introducing Activity Goals
As a major enhancement and complement to our Sales Quotas feature, with Activity Goals, you are now able to track just about any performance-related goal you can think of, taking advantage of both pre-configured goals (number of candidates, jobs, placements, and submissions added to the system) as well as create customized goals based on appointment and note types.
Note that, like the Sales Quotas feature, Activity Goals is available in Enterprise Edition only. If you’re already using Sales Quotas, Activity Goals will become available to you automatically. To request Sales Quotas and Activity Goals (collectively referred to as “Goals and Quotas”), contact Bullhorn Support.
Introducing Blueprint
Bullhorn now provides a seamless experience for new business development and account planning. By comparing your known contacts at a Company with all key influencers and stakeholders at that organization, Bullhorn Market Intelligence brings in data from 30,000+ data sources across the Internet to provide a real-time org structure of public and private companies right in Bullhorn. Blueprint also returns email addresses and phone numbers from Executives, VPs, Directors, and Managers across both public and private companies. And with one click, you can add those influencers as a Contact or Lead. Instead of buying lists or wasting time finding stakeholders, your team can focus business development efforts in a truly targeted and strategic manner.
To learn more, please contact your Account Manager.
Previous/Next Navigation for Placements and Opportunities
Previous/Next navigation links are now available on both Placement and Opportunity records! This means that after opening a placement or opportunity from a list view, you can now navigate through the list’s records using the new navigation links without having to repeatedly click back to the list.
Company and Contact Not Shown on Opportunity Preview Slideout
We’ve fixed the issue regarding the associated company and contact not appearing on the opportunity list view preview slideout, even when the fields were configured to display in the View Layout. These fields now display when they should.
Faster Find Results Error
We’ve fixed the issue regarding users intermittently receiving an error message after clicking on a record link from the Faster Find drop-down preview results list.
Lead Specialty Field Label Displays Correctly in List
We’ve fixed the issue where re-labeling the Lead Specialties (“specialityCategoryID”) field in field maps was not reflecting the correct label in the Specialty column header of the Leads list.
Fixed Header and Page Navigation on Blueprint Columns
We’ve improved the user experience of Blueprint. The column headers and paging navigation is now fixed when scrolling through Blueprint contacts, leads, and unknown people.
Sales Quotas
We are pleased to announce that Sales Quotas is now Generally Available! This feature allows you to track your users’ individual quarterly sales quotas and measure their performance relative to those quotas, making adjustments throughout the quarter as necessary. You manage this information both on the Goals and Quotas list view and via the Sales Performance dashboard card, located both on My Dashboard and the Opportunity dashboard.
To enable this feature, contact Bullhorn Support. Note that this feature measures Quota performance against Opportunities and is available in Enterprise Edition only.
Career Portal – Published Contact Recruiter
You can now choose the user that displays as the Published Contact Recruiter when publishing jobs to the Career Portal. Previously, the published contact recruiter defaulted to the job owner. Now, you can choose the contact recruiter from a drop-down on the job publishing page. The new published contact recruiter now also receives an email when a candidate applies to a job that contains a link to both the candidate and job records in Bullhorn.
Opportunity References Added to Email Notifications
We have made an enhancement to note-related email notifications to include opportunity references in the subject and body of the emails.
When an opportunity is referenced in a note and you choose to send an email notification for the note, the ID number of the referenced opportunity now appears in the subject of the email, and a link to the opportunity record appears in the email body. If you reference multiple opportunities in the note, the email subject denotes that there are multiple references, and the email body contains links to all of the referenced records.
Contacts Not Shown on Company Contacts Tab
We’ve fixed the issue regarding secondary ownership not being taken into account when filtering by “All My Groups” on a Company’s Contacts tab. Previously, “All My Groups” would only return contacts whose primary owner was someone within your department. Now, “All My Groups” returns contacts who are primary and/or secondary owned by someone within your department.
Submission List Status Change
We’ve fixed the issue regarding the wrong status updating when you made inline edits on the Submission list.
Auto-Add for Email
We are excited to announce that Auto-Add for Email is now generally available! With Auto-Add, Bullhorn creates new contact records for you when you send an email to an unknown person (i.e., they do not have a record in the CRM yet), saving you time you’d otherwise have to spend manually entering data. We’ll associate the new record with an existing company in your database, or, if necessary, create a new company record.
To request this feature, contact Bullhorn Support. Note that Auto-Add is available with Enterprise Edition only. Once enabled, administrators can configure their Auto-Add preferences in Pulse HQ.
Modify Workflow Icons
You are now able to modify workflow icons via System Settings! Workflow icons display across the top of lead, candidate, contact, company, opportunity, and job records and represent the key stages of the entity’s lifecycle (e.g., Prescreen, Internal Submission, Client Submission, etc.)
To learn more about how to configure these settings, view the Understanding Workflow System Settings article.
Previous/Next Links
After opening a record from a list, have you ever thought to yourself, “it would be great if I could go to the next record in the list without navigating back to the list.” Well, now you can! After opening a record from a list, you will see Previous and Next navigation links on the record page. The navigation links remember the list you opened the record from, and allows you to navigate through those records without returning to the list view.
As of this release, Previous/Next Navigation is available on Candidate, Company, Contact, and Lead records. More record types are coming soon!
Flagged Emails Card Enhancements
We’ve enhanced the Flagged Emails card to allow you to view emails without a subject. Previously, if an email without a subject was flagged, you were unable to access the message from the Flagged Emails card because there was no hyperlinked subject line to click on. Now, the subject line for these emails display as (No subject) so that you can open them.
Mass Mailing Unsubscribe Styling Update
Candidates, contacts, and leads that receive a Bullhorn mass mailing now see information on how to unsubscribe more prominently (i.e., in a darker color) at the bottom of the email.
Links to Records on Mobile
We’ve made an enhancement to Bullhorn for Mobile that allows you to access records by tapping on links in Bullhorn-related emails. Assuming you have your Default View on Mobile Device preference set to mobile, when you receive an email on your mobile device about, for example, a new candidate being added to the system, you can go directly to the candidate’s record in the mobile application by tapping on the associated link in the email.
Other examples include:
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Note references pertaining to jobs, contacts, leads, and candidates
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Adding/editing leads, opportunities, contacts, jobs, placements, and candidates
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Candidate submissions
Banner Removal (Beta)
We’ve enhanced Blueprint to respect your dismissal of the banner on the Blueprint tab. Previously, when you closed the banner, it would reappear each time you returned to the Blueprint tab. Now, once the banner is dismissed, it does not reappear.
Filter by Title (Beta)
We’ve enhanced Blueprint to allow you to filter known and unknown people by their title.
To request this feature, contact Bullhorn Support. Note that Blueprint is available with Enterprise Edition only.
Company Record Links
We’ve fixed an issue where clicking on company links in Bullhorn for Email did not open the corresponding record in Bullhorn.
Email Activity on Merged Records
We’ve fixed the issue regarding email activity and merged records. Previously, when you merged two records in Bullhorn, email activity on the secondary record did not appear on the primary record after the merge was completed. Now, all email activity that took place on the secondary record displays correctly on the primary record.
Duplicate Notes
We’ve fixed the issue with duplicate note creation (showing up both on the Notes tab and Last 10 Notes widget) when adding notes via Bullhorn for Mobile or Quick Note.
Email Conversation Activity Card Not Refreshing
We’ve fixed the issue regarding the Email Conversation Activity card not refreshing when a user navigated between preview slideouts when on a list view. Now, the card refreshes and displays according to the record you’re viewing.
Filtering/Searching by Expected Close Date
In the February release, we enhanced the Expected Close Date column for Opportunities to include more flexible filter/search criteria such as This Quarter, Last Quarter, This Month, Last Month, etc. In this release (April), we’ve added two new options, Next Month and Next Quarter, to the filter/search criteria.
Also, when performing an additional criteria search on the Expected Close Date column, you can now further refine your search by selecting a specific date or date range: Before, After, Equals, and Is Between.
Fewer Required Fields for Adding an Appointment on Mobile
To make it easier to add appointments using Bullhorn for Mobile, we’ve changed the required fields from Subject, Type, Date Begin, Date End, Location, and Description to only Subject and Date Begin (which matches the required fields when adding an appointment from the desktop application).
Populate Name of Auto-Added Contacts (Beta)
We’ve enhanced our Auto-Add Contacts feature. Now, when you receive an email from a newly auto-added contact, if that contact has an email address in their last name field, the first name and last name will be updated on the contact.
CRM-BBO Sync Issue
We’ve fixed the issue that was causing some placement record data to be missing while syncing between the Bullhorn CRM and Bullhorn Back Office.
Bullhorn for Email Gadget Login Issue
We’ve fixed the issue with the Bullhorn for Email gadget in Outlook 2016 for Mac not keeping the user login active when Outlook was closed. Now, when these users re-open Outlook, they will not have to log into Bullhorn again.
Email Tracking Card Shows No Results
We’ve fixed the issue regarding the Email Tracking card not showing activity until inbound and outbound email activity was found on the record. Now, the card will display any activity the user is entitled to view regardless of any inbound/outbound dependency.
Sales Quotas (Beta)
We are excited to announce our new Goals & Quotas feature, now in open beta! This new list view gives you the ability to set up quarterly quotas on a per-user basis, as well as monitor performance against those quotas so you can make adjustments throughout the quarter as necessary.
This feature also offers a new Sales Performance Dashboard card that displays total quota, revenue, and number of deals for the quarter, as well as the top 25 performing users.
Please contact Product Management if you would like to participate in the beta program. Note that this feature is available to clients with Enterprise Edition only.
Mobile Site Preference
We’ve enhanced your mobile browsing experience by allowing you to indicate which version of Bullhorn is launched when accessed from a mobile device or tablet: Desktop or Mobile. This new setting appears on the Preferences page (provided you have Bullhorn for Mobile enabled on your account).
NPS Export and General Availability
NPS is now out of Beta and generally available! If you are a Corporate or Enterprise Edition customer and do not currently have access to NPS, please contact support for enablement.
Additionally, you can now select responses on the NPS Responses list and export them as a CSV file.
Trigger Words by User
We’ve made an enhancement to the Flagged Emails Pulse card. Previously, only administrators could define trigger words and doing so would apply them to the card for your entire company. Now, all users can define these words for their own cards on the Preferences page.
For more information about the Flagged Emails card (and other Pulse cards), view the Understanding Bullhorn Pulse article. To request this card, contact Bullhorn Support. Note that this feature is available to clients with Enterprise Edition only.
View 50 Rows per Page on Tearsheets
We’ve enhanced your tearsheet lists by adding the ability to view records at 50 rows per page.
Auto-Add by Sent Message (Beta)
We’ve made a change to the Auto-Add Contacts feature. Previously, Auto-Add automatically created contact records when you received emails from unknown senders. Now, contact records are only created when you send emails to unknown senders. This allows for greater control over the quality of data in your system.
Please contact Product Management if you would like to participate in the beta program. Note that this feature is available to clients with Enterprise Edition only.
New Login Page
We’ve updated the client login page with our new logo and branding.
Text Editor
We’ve updated Bullhorn for Mobile’s text editor to address some usability-related issues that were prohibiting Bullhorn users from truly taking advantage of the mobile platform. With the upgrade, we’ve fixed issues ranging from the incorrect display of formatted text to not being able to actually enter text into a field. Additionally, the upgraded editor is also now supported on the following devices/browsers:
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iPhone (iOS 8 or later) using Safari or Chrome.
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iPad (iOS 8 or later) using Safari or Chrome).
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Devices running the Android operating system (version 4.4.2 or later) using Chrome.
Auto-Add Private Contacts
We’ve enhanced our Auto-Add Contacts feature. Now, when you receive emails from unknown senders, you can set a preference to add the contact with a default status of either “New Lead” (Public) or “Private.”
Please contact Bullhorn Product Management if you would like to participate in the beta program. Note that this feature is available to clients with Enterprise Edition only.
Internal User Picker Enhancements
We’ve enhanced the internal user picker field to include more information about each user; so your colleagues are more easily identifiable. Now, in addition to first and last name, the picker includes the user’s title, location, email address, phone number, and primary department.
Filtering and Searching on Expected Close Date
We’ve enhanced the Expected Close Date column for Opportunities with more flexible filter/search criteria in order to give you greater control when filtering/searching on that column. The new filter/search options are as follows: This Year, Last Year, This Quarter, Last Quarter, This Month, Last Month, This Week, Last Week.
These new options are available both on the column itself on the Opportunity list, as well as from the Expected Close Date additional criteria field on the Opportunity search. Note that this feature is available to clients with Enterprise Edition only.
Lead ID Hyperlinks
The ID# of a lead is now a hyperlink to the record on the Leads List. This enhancement was made to ensure that lead records are still accessible even if a first and last name are not entered. Note that this feature is available to clients with Enterprise Edition only.
Contact Account Engagement (Beta)
A new pulse card is available for Companies and Opportunities! The Contact Account Engagement card provides statistics that allow you to quickly visualize the percentage of engaged contacts versus all contacts for a specific account.
Please contact Bullhorn Product Management if you would like to participate in the beta program. Note that this feature is available to clients with Enterprise Edition only.
Appointment Guest Picker
We’ve fixed the issue in Bullhorn for Mobile regarding scrolling the appointment guest picker. Previously, if you searched for a record in the guest picker and the returned list was longer than the visible screen, you’d be unable to scroll to and select the last record on the list. Now, you are able to select the last record without issue.
Appointments with No Attendees
We’ve fixed the issue in Bullhorn for Mobile regarding adding appointments with no attendees/guests; previously, when doing this, the owner of the appointment (generally the user who created it) would not receive an invitation email for the appointment. Now, the owner receives the invitation email as they should.
Display Full Address
We fixed the issue in Bullhorn for Mobile regarding the Full Address field only displaying two or three lines of address data. Now, the Full Address field always display all address data.
DHTML Editor Fields Defaulting to Formatted
We’ve fixed an issue regarding the DHTML Editor field paragraph format switching to “Formatted” as soon as you would click inside the editor. The default paragraph format is now “Normal.”
Deleting Saved Searches
We’ve fixed the issue that prevented users from deleting saved searches if the search name extended under the Delete button in the Favorites drop-down. It is now possible to delete saved searches of any length.
Task List Column Change
On the task list Columns drop-down, we’ve renamed the read-only “Child Task Owners” column to “Assigned To” to make it consistent with the name of its associated field elsewhere in Bullhorn.
ATS/Quickbooks Refresh Completion
We fixed the issue that was preventing existing employees from updating in Quickbooks, which, in turn, was also preventing the completion of ATS refreshes. Now, ATS refreshes are completing and existing employees in QuickBooks are updating as they should.
Exported Timesheet Hours
We fixed the issue that was causing timesheet hours to be incorrectly assigned to different timesheet categories (overtime, doubletime, standard) when exported. This issue was evident in QuickBooks exports and custom exports. Now, timesheet hours are correctly assigned to the proper category.
Formatting on CSV Report Exports
We fixed the issue that was causing additional white space before and after data in cells with CSV exports. Now, CSV exports do not contain additional white spaces in the cells.
Constant Contact Architectural Improvements
We’ve made some architectural improvements to our Constant Contact integration. As a result, administrators will need to re-authenticate to Constant Contact in order to push tearsheets.
Auto Add Contacts to Companies with Matching Domains (Beta)
Bullhorn now gives you the ability to have contact records automatically created when you receive emails from unknown senders. When this feature is enabled, we detect the domain of the unknown sender and scan your database for contacts with a matching domain – if there’s a match, we’ll add that contact to the appropriate company record. If there’s no match, we look up the domain and add the company and contact for you — decreasing data entry and increasing productivity!
Please contact Product Management if you would like to participate in the beta program.
Note: This feature is for Enterprise Edition only.
Employment Type Exposed In Faster Find and Jobs Picker
Employment Type is now visible for jobs in the drop-downs for Faster Find and the Jobs picker, making it easier to identify the correct job when performing a search.
Private Files
Bullhorn now gives you the ability to mark files stored on candidate, contact, company, opportunity, job, and placement records as private, and share those files with specific users. On the Files tab for each of these record types, there is a new column labeled Visibility. This column, which can be sorted and filtered like the other columns on the tab, displays either Public or Private, denoting whether a file is visible to all users (assuming they can see the record) or not. For more information on private files, click here.
Activity Tab Performance Improvements
We’ve redesigned the Tasks section on the company record Activity tab for better performance – information now loads faster and you have the ability to page through your related tasks in groups of 10, 25, 50, or 100.
HTML Editor on Comments Field for Submissions
The Comments field on the Edit Submission page is now an HTML editor field, just as it appears on the Add Submission page, instead of just a simple text block.
“S Release” Removed from Browser Tab Title
We’ve updated the title of the browser tab that displays when logged into Bullhorn from “Bullhorn S Release” to the more all-encompassing “Bullhorn.”
status.bullhorn.com Has Been Updated!
Our status page has been updated with a new look and new functionality. You can now subscribe to updates via email, SMS, or RSS. Click here for more information on this page.
Email – Default Message Signature Formatting
We’ve fixed the formatting issue regarding the default message signature and text format. Previously, the font text format options set in Preferences were not always respected in email messages (both when composing and on the recipient’s end). Now, font formatting set in preferences, for both email creation and on the receiving end, are consistent.
Favorite Search Saved with Cached Column Filter
In a previous release, we addressed an issue where applying a filter to a column, clearing that filter, applying a different filter, and then saving the search as a favorite would save the search with the initial filter applied. However, this fix only worked if the “Clear” button in the upper-right corner of the list view page was used to clear the initial filter, rather than using the smaller Clear button within the column header itself. In this release, we have addressed the latter, and favorite searches will no longer save with cached column filters, regardless of how those filters are cleared.
Mobile – Address Display on Contact Summary
We’ve fixed the issue regarding a contact’s full address not displaying on the summary card in the Bullhorn for Mobile app, even when it was included in the Mobile View Layout. Now, the full address appears when and where it should.
Selecting All Records After Large Search Returns Error
We’ve resolved the issue regarding either an “HTTP Error 414 – The request URL is too long” or “400 Bad Request” that appeared when users attempted to perform a mass record action after a large, complex keyword search. Now, the mass actions can be completed successfully.
Open/Done Button on Preview Slideout Not Displaying Correctly
We’ve fixed the issue regarding the open/done button on the Task List Preview Slideout not displaying correctly. Previously, even when a task was complete, the button would incorrectly say “Open” and display “Reopen” when hovered over. Now, open tasks show an “Open” button and display “Complete” when hovered over and completed tasks show a “Done” button and display “Reopen” when hovered over.
Due Date Picker on Task List Showing Wrong Time After Saving
We’ve fixed the issue with the Task Due Date field times not saving in your correct timezone. Now, when you save a time, the saved value reflects the timezone in which you are located.
Sporadic Email Notifications
We’ve fixed the issue regarding inconsistent task reminder emails. Previously, not all tasks were sending corresponding reminder emails to owners and assignees; now, all reminders are being sent when they should.
NPS Survey Tool
Our new NPS survey tool is now in open beta! Extensive research has shown that your Net Promoter Score®, or NPS®, acts as a leading indicator of growth. If your organization’s NPS is higher than those of your competitors, you will likely outperform the market, and managing your organization to improve NPS will also improve your business performance, whether you are aiming for faster growth or increased profits.
Available to Corporate and Enterprise edition customers, in Bullhorn, this tool will allow you to automatically send surveys to your contacts at the times when it is best to contact them, based on the information gathered via the Engagement Summary Pulse card. You then can view and manage all of your contacts’ responses from the new NPS Responses List.
To request the NPS survey tool for your company, contact Bullhorn Support. To learn more about the tool, view the NPS Survey tool documentation.
Opportunities on Company Record Overview Tab
Similar to what we can already display for jobs, you can now add an opportunities “component” to the company record Overview tab using the View Layout, so that you can easily see up to ten opportunities associated with a particular company.
Note: This is an Enterprise-only feature.
Lead Visibility on Company Record Contact Tab
You can now view all leads associated with a company on the Contacts tab of company records! Simply use the new toggle to see only contacts, only leads, or both.
Note: This is an Enterprise-only feature.
Pulse Card – Flagged Emails
A new Pulse card for Companies, Flagged Emails, is now available! Any emails from contacts that contain “trigger words” (those your company have deemed important, which your your administrator defines) will appear here so that you may take appropriate action. For example, if your administrator has chosen “proceed” as a trigger word, the card will display all inbound emails containing the word “proceed” from contacts at the selected company, and you’ll be able to quickly identify what action is required.
To request this card, contact Bullhorn Support. Available for Pulse and Enterprise Edition customers only. To learn more about this card, view the documentation for Bullhorn Pulse.
Enhanced Password Security
We’ve enhanced a very important feature of Bullhorn: password security. Now, when a user attempts to change their password (either when prompted by the system because it expired or by their own choosing), Bullhorn prevents them from using any recent passwords. By default, this will be their last five passwords, including their current password. To increase the number of recent passwords that cannot be reused in order to better comply with your company’s specific password policy, contact Bullhorn Support. To learn more about Bullhorn’s password security measures, view our Changing your Password documentation.
Pulse Configuration Page
In addition to the note action types that drive the Phone Conversation Activity card, administrators can now define the trigger words used for the Flagged Emails card. You access the Pulse Configuration page via the Tools menu. If you don’t see it, contact Bullhorn Support. Available for Pulse and Enterprise Edition customers only. To learn more about how you can configure Bullhorn Pulse, view the Pulse Configuration documentation.
Constant Contact – Remember Pushed Tearsheets
We’ve fixed the issue regarding our Constant Contact integration not remembering which tearsheets you had already pushed. Now, when you push a tearsheet to Constant Contact, if it has already been pushed to certain Constant Contact lists, Bullhorn indicates this with a check mark next to the list in the modal window.
Pulse Tab on Candidate, Contact, and Company Records
We have added a new “Pulse” tab to Candidate, Contact, and Company records, giving users more visibility to Pulse information. This new tab will display the Pulse information that was previously only accessible via the preview slideouts on the company list views. Consistent with card behavior throughout the application, users will be able to add, remove, and reorder cards on this tab.
Note: Pulse features are available for Pulse and/or Enterprise customers only.
Pulse Talk – Phone Conversation Activity Card
You can now use Pulse to track your phone conversation activity! Driven by the Pulse Configuration page, the Phone Conversation Activity card can be used to track call history with a person or company. Users can also select a data point to view a log of calls made during that time period. This log will appear differently for companies and contacts.
Note: Pulse features are available for Pulse and/or Enterprise customers only.
Bullhorn is Now Integrated with Constant Contact!
Users can use this native email marketing integration to push lead and contact tearsheets into Constant Contact. You can also assign which Constant Contact lists you want the people on the tearsheet assigned to for marketing campaign purposes. For more information, click here.
Pulse Talk – Phone Conversation Activity
Similar to Email Conversation Activity, it’s now possible to track and visualize Phone Conversation Activity. Driven by the Pulse Configuration page, the Phone Conversation Activity card can be used to track call history with a person or company. Users can also select a data point to view a log of calls made during that time period. This log will appear differently for companies versus contacts.
Note: This feature must be enabled simultaneously with the new Pulse Configuration Tool – please contact support to turn it on.
Pulse Configuration Page
We have added a new Tools menu item called Pulse Configuration. This will allow Pulse customer administrators to configure which note types drive the Phone Conversation Activity card. As we continue to expand the functionality of Pulse, this tool will grow to include configuration options for new features.
Note: This feature must be enabled simultaneously with the new Phone Conversation Activity Card – please contact support to turn it on.
Inline Editing of Time from Lists
We now support inline editing of time values for Date/Time fields on list views.
Form Trigger Support for Mobile
Form Triggers are now fully supported when adding and editing leads, candidates, contacts, companies, opportunities, jobs, and placements using Bullhorn for Mobile. This includes support for form trigger errors — if a form trigger fails for a user, a message displays in the mobile site detailing the issue.
Email Forwarding Support for Additional Providers
Bullhorn now supports email forwarding for four additional email providers: Rackspace (http://www.rackspace.com – Rackspace Email), Bluehost (http://www.bluehost.com/ – Google mail), HostGator (http://www.hostgator.com/ – Hostgator webmail), Intermedia (http://www.intermedia.net/ – POP email)
Faster Find
With Bullhorn’s Faster Find, searching becomes even more efficient! To use Faster Find, simply type your criteria into the search field and results, with record details, display in the drop-down automatically. The more characters you type, the more refined your results will be. You can use Faster Find to search for leads (Enterprise edition only), contacts, companies, candidates, opportunities (Enterprise edition only), jobs, and placements. As an Administrator, you can even customize the columns that display on the Faster Find results page!
To learn more about Faster Find, click here. To request Faster Find for your company, contact Bullhorn Support.
Quick Note
With Bullhorn’s Quick Note, you can create and edit notes attached to a record from directly within the preview slideout. Quick Note can reference entities related to a record using the “@” and “#” functions, and provides a space to quickly view and access multiple new or existing notes.
To learn more about Quick Note, click here. To request Quick Note for your company, contact Bullhorn Support.
Zapier Integration Bullhorn now integrates with the Zapier Development Platform
Zapier is an easy-to-use integration platform that allows users to connect Bullhorn with over 500 other applications such as MailChimp, Constant Contact, Google, and more. To learn more, please visit the Bullhorn Marketplace.
Conversation Activity
Track the history of your inbound and outbound email volume by Day, Month, Year, and All Time. Click to drill down and discover what conversations required the most communications.
Engagement Summary
Gain valuable insights into your relationships that will allow you to maximize engagement and retain customer health. Details include length of relationship, date last contacted, best time of day to email and best day of the week to email.
Top Engaged Coworkers
The Top Engaged Coworkers card will quickly show you who in your organization has the strongest relationship with a given contact. By determining who at your company has the longest relationship with the contact, as well as when they last reached out, you’ll know who is your best internal resource for that account or candidate.
Submissions Column on Candidate List
We’ve fixed an issue regarding an inaccurate submission count on the candidate list due to web responses also being included in that count. With the resolution of this issue, the Submissions column on the candidate list now reflects the correct count.
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.
Radius Search for Contacts
It is now possible to filter contacts using a radius search on a mobile device.
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.