Update Product: CRM
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.
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.
Previous Bug Fixes
Calendar invitations will now display properly for Office 365 users (only users who are internal to your company, that is) when the owner of an appointment is changed during the creation of that appointment. The Specialty (specialtyCategoryID) field now lists all values that match search input in specialty pickers. We also fixed an issue where email notifications for tasks and appointments were not being sent. Additionally, Drop-down field types no longer allow saving a blank value. Next, we fixed an issue where Fast Find on Bullhorn for Mobile wasn’t working with special characters. Also, mass updating task or placement dates no longer updates the time to the current time (the original time is preserved). Finally, Custom Importing leads will not import duplicates unless you choose to do so.
Copy Custom Objects on Opportunity Conversion
Custom Objects can now be copied on Opportunity conversion. For data that is relevant on both Opportunities and Jobs, Custom Objects can now be copied when an Opportunity is converted. The Custom Object on the Job will retain all the same information provided on the Opportunity.
Lists and Search
Users are once again able to remove saved searches from their Favorites list. The removal is done by using an “x” icon that appears to the right of the search name when the user hovers over a saved search in the list. Next, we fixed an issue with searching multiple specialties or categories in additional search criteria. Additionaly, users can now filter the “Owner” column on the submissions list by name. Also, the Contact list in a Company record displays correct field map labels after switching Private Labels.
Pulse Cards Now Available for Candidates
At Engage we announced the availability of “Pulse,” Bullhorn’s customer intelligence engine for relationship status & health management. Pulse analytics are presently available for Contacts, Companies, and Opportunities. In this release, Pulse cards are now also available for Candidates.
Note: Pulse features are available for Pulse and/or Enterprise customers only.
Notes Activity Report Now Includes Leads
My Dashboard
Create a personalized dashboard with cards from across the platform! You can mix & match across entities and custom tailor the cards to show the information and analytics you need in real-time to be more productive. For more information, view the Understanding My Dashboard article.
Note: My Dashboard is only available with Enterprise Edition.
New Job Entity Dashboard and Cards
We have implemented a new dashboard on the Job entity and added several dashboard cards to give you insights into your job management and overall staffing data and trends. For more information, view the Understanding the Job Dashboard article. Seven dashboard cards will become available for the Job entity on June 15:
- Jobs by Age
- Jobs without Coverage
- Success Rates, Response Time
- Jobs by Business Sector
- Jobs by Category
- Jobs by Skill
Improved Tablet Experience
Additional improvements when using Bullhorn on an iPad: improved pickers and inline editing.
New Dashboard Cards
We added three new dashboard cards to CRM analytics for additional insights into leads and opportunities: Opportunities at a Glance, Opportunities Aging, and Opportunities Inactive/Past Due.
Contacts Tab on Company Record Improved
The Contacts tab on a Company record now displays additional contact owners.
New Workflow Steps for Opportunities
We have enhanced the “Closed” stage to now include closed-won or closed-lost. This enhancement enables you to properly track and attribute the proper weighted deal value to closed opportunities.
Improved Tablet Experience
Significant improvements when using Bullhorn on an iPad:
- Users can now filter while on lists.
- Improved scrolling on lists, record overviews, and binocular view.
- Improved readability of data on record overview and report pages.
Improved Bullhorn for Mobile
We have added several improvements and new capabilities to Bullhorn for Mobile. We have made adding a note on mobile devices easier by streamlining the experience. We also added the following new capabilities: Configure a time for tasks, Add/Edit a company, and View email activity on selected records such as candidate or contact.