Product Update Category: Bullhorn Version
Open Source Career Portal – Enhancements for Office of Federal Contract Compliance Programs (OFCCP)
The open source career portal has been updated to allow you to collect OFCCP/EEOC information such as gender, ethnicity, veteran status, and disability status. These options are available on both the standard apply and “Apply with LinkedIn”.
If you are interested in this feature, you must update your Open Source Career Portal via GitHub.
Onboarding Date Clearing from Documents
An issue has been identified wherein dates entered on an Onboarding document were clearing if the format entered did not match the format specified on the document. This issue does not apply when users enter a date with the date picker. This issue has been resolved and upon receiving the latest release, dates entered will not clear from the document.
Paragraph Input Line Breaks
An issue has been identified wherein line breaks were not appearing when employees were editing Onboarding documents with paragraph input fields. This issue has been resolved and upon receiving the latest release, the paragraph input will display line breaks correctly.
Project Visibility on Timesheets for Managers Enhancement
Upon receiving the latest release, Approvers will be able to see projects on timesheets in the Manager portal.
Email Message to All Users and Approvers
An issue has been identified wherein an error occurred upon sending an email and you would be forced to manually select all users or approvers by the branch option. This issue has been resolved and upon receiving the latest release you will able to send email messages to all users or all approvers.
Re-Submitted Timesheet Notification Emails
An issue has been identified wherein timesheet notification emails were not being sent if a timesheet was re-submitted within two hours of original approval. This issue has been resolved and upon receiving the latest release, the timesheet reminder emails will now be sent.
Custom Data Exports for Back Office and Onboarding
We are excited to announce the addition of custom data exports for Bullhorn Back Office and Onboarding! Our Professional Services and Support teams are now able to create custom data exports for various applications, from custom Back Office reports to consolidated exports of Onboarding documents completed by your candidates. The new, flexible custom export tool is now available via a simple user interface in the Back Office and Onboarding application.
If a custom export has been created by our Professional Services or Support teams, you are able to access the export from the Reports tab in app. Previously, this was only available via API access. To have a custom export written for you, please contact your Account Manager or Support.
Invoicing – Batch Invoices Not Displaying in Search View
An issue has been identified wherein batch invoices were not displaying in search view. This issue has been resolved and upon receiving the latest release, batch invoices with display as expected in search view.
Onboarding – New I9 Form Version
The U.S. Citizenship and Immigration Services (USCIS) has released a new I-9 form as of 11/14/2016. Employers are expected to use the new form for all employment as of 1/22/2017.
The USCIS offers two types of I-9 forms – a dynamic Adobe Reader “fillable” PDF which changes when data is entered, and a static I-9 form for use outside of Adobe Reader.
We will continue to support electronic images from the static I-9 form. The default I-9 form for the E-Verify process will change over on January 1, 2017.
We encourage you to visit https://www.uscis.gov/i-9 to review all updates related to the new I-9 Form as well as to review your I-9 collection and storage processes to ensure you are in compliance with the requirements put forth by the USCIS.
If you have any questions, please contact Support.
E-Verify Upgraded to Version 29
We have upgraded our integration between Onboarding and E-Verify to the latest, recently-released version (Version 29). This was required in order to maintain compliance with E-Verify requirements. End users will see no change with this upgrade.
Overnight Shift Hour Calculation
An issue has been identified wherein administrators were receiving an error when attempting to enter an overnight shift with a break. The error indicated times entered overlapped. The issue has been resolved and upon receiving the latest release administrators will be able to enter overnight shifts with a lunch break.
Employee Time Entry Latency
An issue has been identified wherein total time for a given timesheet was not equal to the amount entered by the employee when latency occurred during time entry. This latency issue has been addressed and the total time is now calculated according to time entered by the employee. Upon receiving the latest release when time is entered at a rapid pace, employees will be presented with a brief loading message before they are able to submit the timesheet.
Branch Filtering on Unsubmitted Timesheets Report
An issue has been identified wherein running an Unsubmitted Timesheets report with all branches selected only one branch would be returned. This has now been resolved. Upon receiving the latest release, the selected branches will now apply when running the Unsubmitted Timesheets report.
Automatic Resume Parser – Work History from Parsed Resumes
An issue has been identified wherein work history would sort incorrectly when adding candidates via the resume parser. Upon receiving the latest release, the issue has been resolved and candidate work history will sort as expected when added via the resume parser.
SalesDuel – Filter Players by Title During Tournament Creation
An enhancement has been made to SalesDuel that enables a tournament creator to quickly select all players who have a certain title and add them to a tournament.
When a user is creating a tournament, they can type a title at the top of the Add Players dialog, and, as a result, only players who have that title will appear for selection. At that point, the user can select individual players or they can select all of the players in a department who have the associated title by clicking the plus icon beside the department name (which adds only the filtered players as opposed to all of the players in the department).
Note: A player’s title in SalesDuel is the value that appears in the Occupation field on their user record in Bullhorn. If a user’s Occupation field is blank, SalesDuel will display “No Title” for that user.
SalesDuel – Copying a Tournament
An enhancement has been made to SalesDuel that enables users to create a new tournament by copying an existing tournament.
When a tournament is in progress, you can copy the tournament by accessing its properties and clicking the Copy Tournament link found at the bottom Edit Tournament dialog.
Additionally, when a tournament has ended you will notice a link to recreate the tournament at the bottom of the Tournament Recap dialog.
Upon receiving the latest release, the ability to copy tournaments will become available.
REST API – Placement Change Requests Now Available
We have enhanced our REST API to include Create, Update and Delete functionality for Placement Change Request data. Upon receiving the latest release, your developers will be able to insert, update, and delete Placement Change Request data via REST. For more information, see developer.bullhorn.com.
Client Submissions Now Available as a Goal
We have now added Client Submissions (Sendouts) as an option for assigning Goals within the Goals and Quotas feature. Upon receiving the latest release, client submissions will appear as an option with assigning goals.
Goals and Quotas is available for Enterprise Edition only.
Export Address Field Enhancement
The Export As CSV action on the entities lists has been updated to export the Address field into its corresponding address parts. This affects the following entities and address fields:
Note: The fields listed below are identified by the field mapping name. Depending on your exact configuration, you may have a different label for these field mappings. To help you identify the field mapping name, see this article.
- Candidate, Contact, and Lead Primary and Secondary Address: when the primary or secondary address field is selected in the list, it will be exported in CSV as separate fields for the following field mappings: Address1, Address2, City, State. You also can add Zip/Postal Code and Country to the list to export these fields as well.
- Company Primary and Billing Address: when the primary or billing address fields are selected in the list, they will be exported in CSV as separate fields for the following field mappings: Address1, Address2, City, State, Zip/Postal Code, and/or Country.
- Job and Opportunity Address: when the address field is selected in the list, it will be exported in CSV as separate fields for the following field mappings: Address1, City, State/Province, Zip/Postal Code, and Country.
Response Times Job Card
We have enhanced the error messaging when setting a Custom Date for the Response Times Job Card to let you know that a date range of greater than 1 year is not allowed. Upon receiving the latest release, the error messaging will be visible when adjusting the Custom Date range to greater than 1 year.
Bullhorn for Email – Enhanced Logic When Parsing Existing Candidates
We have enhanced the way that the gadget searches for existing Candidates when parsing a resume. The resume parser will now match the candidate by email, then exact name match, and finally by a partial name match if the other options are exhausted. Upon receiving the latest release, the enhanced logic will be applied.
Updating Submissions Generating Blank Notes
We have fixed an issue where upon updating a submission the system would generate a blank note. Upon receiving the latest release, blank notes will no longer be generated.
SalesDuel – TV Mode Auto Refresh Timer
We have now added a feature to SalesDuel to display an auto refresh timer in the upper right-hand corner of the screen when TV Mode is being displayed. The timer indicates the next time the TV mode will refresh with the latest data. If you would like to refresh the data earlier than the indicated time, you can press the refresh button next to the timer. Upon receiving the latest release, users will see the timer appear when within the TV Mode of SalesDuel.
SalesDuel – Timing Enhancements
We have enhanced how SalesDuel handles timing. Previously, tournaments were ending on the morning of the last day of the tournament.
For example, if the tournament was set to end 14 January, the tournament would actually end at 11:59 PM on 13 January as opposed to 11:59 PM on 14 January. Upon receiving the latest release, tournaments will end at the close of the last day selected.
Additionally, SalesDuel previously would start and end all tournaments according to Eastern Standard Time. With the latest enhancement tournaments will start/end respecting the timezone of the computer or mobile device that was used to generate the tournament.
SalesDuel – Scoring Guide
We have now added a feature to SalesDuel that enables users to click on a question mark icon on their tournament page to access a detailed guide that explains how points are calculated for that tournament. Upon receiving the latest release, users will begin to see the question mark icon appear on their tournament pages.
SalesDuel – Mobile Access Enhancement
We have improved the mobile SalesDuel experience so that tournaments are much easier to work with and view on mobile devices. Upon receiving the latest release, users will be able to take advantage of the enhanced mobile experience.
SalesDuel – Invitation Email Enhancement
We have enhanced the tournament invitation email in SalesDuel that enables users to quickly invite all players in a specific tournament to join SalesDuel. Previously, users had to be added manually. Upon receiving the latest release, a button will appear allowing users to quickly invite all players to a specific tournament.
Open Source Career Portal – Web Responses
We have identified an issue where in certain situations a web response submitted via the Open Source Career Portal would generate a web response and a candidate record but the candidate record would not have a full name attached to it. Upon receiving the latest release, web responses will generate candidate names as expected.
Open Source Career Portal – Enhanced Resume Error Handling
We have enhanced the Open Source Career Portal error handling process so when an Applicant submits a resume file that results in an error the below process will occur:
- If resume parsing process fails, the system will create a candidate record (using first name, last name, email address, phone number) and attach the resume file to the candidate’s file tab.
Note:The resume will not be parsed. - The email that gets generated to the published recruiter contact will be appended to include the following text:
“Please note: the candidate resume did not parse successfully. The resume is attached to the candidate record and available for your review under the candidate’s Files/Attachments tab.”
Submission Update Email Fix
We have fixed an issue where when utilizing links included in email notifications about Submission updates the link would open a new session of Bullhorn instead of opening within the existing session. Upon receiving the latest release links will open the corresponding record in the existing session.
Data Mirror – Replicate submission.customtext Fields
We have added an enhancement to the Data Mirror Job Submission replication to include the customText1-5 columns. Upon receiving the latest release Data Mirror will begin to sync these customText fields.
Data Mirror – Corporate User Edit History Added
We have added user edit history to the list of fields available for Data Mirror. This means that changes made to internal users via menu > tools > users will now sync to Data Mirror for reporting purposes. Upon receiving the latest release Data Mirror will begin to sync user edit history.
Note: Only changes to the following corporate user fields will be replicated:
- Primary department
- Additional (Secondary) departments
- Title
- Enabled/Disabled
- First Name
- Last Name
- Usertype
- Email Address
- Reports to
Card List Issue
An issue has been resolved where multiple Dashboard cards would error upon opening the corresponding list view if the card had been filtered to include a large number of users. Upon receiving the latest release, the corresponding entity list will open successfully when clicking the results in the card.
Map Additional Contacts to Placements
You are now able to map additional contacts on a placement record in the Bullhorn ATS to sync to Onboarding. Any custom field on a placement that is set to use a contact picker can be mapped to placements in Onboarding. Please contact support for help in mapping additional contacts.
Email Notifications
An issue has been identified wherein submitted and approved documents were generating too many emails. This issue has been resolved and administrators with the proper permissions will now receive one email when an employee has submitted all documents.
Document History
An issue has been identified where status changes in document history were not generating PDFs. This issue has been resolved and document status changes generate PDF attachments in the document history.
Include "No Action Required" as a Submitted Status
An issue was identified where an employee’s document submitted status was not updating to 100% in a specific scenario.
Scenario Required:
- Client Docs feature enabled
- Employee not required to take action on affected document
If the above scenario was met and the employee document was submitted the submitted status would not update to 100%.
In these cases, the approved status would properly update to 100% when all documents were approved. This issue has been resolved, and submitted and approved status percentages are updating correctly.
Surcharge Profile Updated to Allow 4 Decimal Places
You are now able to create surcharge profiles with up to four decimal places. You are also able to manually add a surcharge with four decimal places to an invoice. Rounding rules will now apply to the fourth decimal, instead of the second.
Reports Latency
An issue has been identified where administrators attempting to run reports with an employee dropdown were seeing latency and timeouts with the reports. Stability improvements have been added to these reports by changing the employee dropdown to a type-ahead picker.
BBO/Onboarding API Now Includes Data Export
Bullhorn Back Office and Onboarding is excited to announce a new, more flexible framework for the implementation of custom data exports from Back Office and Onboarding. Our Professional Services and Engineering Support Teams are enabled to develop and maintain these exports. Any data available in the Back Office and Onboarding platforms are available via custom data export. An API has also been made available to programmatically invoke the custom data exports. Associated API calls are in place to retrieve the data export in a CSV file format.
Task List User Count
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.
Task Reminders on Inline Edit or Mass Update
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.
Filtering by Placement ID
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.
Placement List Display
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.
Time to Fill/Submit Dashboard Card Showing Incorrect Response Time Data
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.
Leading and Trailing Spaces in Email Fields
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.
Select / Mini Picker Display
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.
Pin Color Inconsistent on Pinned Records
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.
Leads and Opportunities on Merged Companies
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.
SalesDuel – TV View
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.
Third-Party Fields and Signatures
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.
Email Editor Enhancements
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.
Field Restrictions Not Being Honored In Employee Login
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.
Unsubmitted Timesheet Report Timeout
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.
Tax Profile Decimal Places
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.
Export Improvements
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.
Expense Notes for Group Time Imports
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.
Latest News
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.
Vendor Taxes
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.
SalesDuel – Candidate-Based Scoring
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.
SalesDuel – Job-Based Scoring
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.
SalesDuel – Tournament Recap Email
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.
Get Help Update
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.
Product Feedback
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.
Live Chat in Bullhorn
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.
Email Deletion Sending to Users
We fixed the issue with deleted email notifications being sent to linked users. This has been resolved and deleted email notifications no longer send a copy to linked users.
Jobs by Category: Count
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.
Email Notifications Sent On Due Date
We’ve fixed the issue regarding administrators being unable to send reminder emails on a due date, instead being forced to enter a number of days before or after the due date. This issue has been resolved and administrators can now create email reminders on the due date.
Note Contents When Merging Records
We identified an issue with notes not transferring when merging candidates. The note count was updating, but not the content. This issue has been resolved and note content and counts are now updating when merging candidates.
Including Comment updates in Placements
We fixed the issue regarding placement comments not being logged in the edit history of the placement record. This prevented the updated comments from being searchable and filterable. Placement comments are now accurately logged in the edit history, and are searchable, filterable, and generate data events.
Commissions Export Error for Employees
We fixed the issue with employees receiving an error when trying to export commission information. Commission exports now function as expected.
Custom Export Issue When Selecting All
We’ve fixed the issue regarding data not being exported when ‘selecting all’ on a custom export. Now, all data can be exported when using a custom export.
Email Variables on Invoices
We fixed the issue with email variables not displaying correctly when supplemental timesheets were listed separately from standard timesheets. Variables were displaying their name, instead of the value associated with the variable. Email variables are now correctly displayed.
Supplemental Timesheet Defaults for Invoices
We fixed the issue regarding newly created departments not honoring the defaults set for supplemental timesheets appearing on invoices. Now, new departments honor the setting determining whether supplemental timesheets appearing on invoices or not.
Vendor Payable History Error
We fixed the issue regarding access your vendor payable history. This issue has been resolved, and you are now able to access your vendor payable history. This issue did not impact the vendor payable history in the database, but rather was a user interface issue accessing the data.
Payroll Effective Dates Not Saving as Expected
We’ve fixed the issue regarding payroll effective dates that were not saving as expected. Payroll effective dates were saving to the beginning of the week, rather than the beginning of an employee’s payroll cycle. Now, payroll effective dates will save to the first day of the employee’s closest payroll cycle.
Date Display Issue on E-Verify I-9 Form
We’ve fixed the issue regarding dates displaying inconsistently on the E-Verify I-9 form – though they were saved correctly in the database, they were displaying with an outline from previous dates used. This issue has been resolved and dates are now displaying correctly.
Delays Adding Users to Onboarding Dashboard
We’ve fixed the issue regarding candidates not appearing in the Onboarding dashboard when a document or packet was assigned from the Bullhorn CRM. The candidate would appear if the candidate record was re-saved in Onboarding, or a second document or packet was sent. This issue has been resolved and all candidates are appearing in the Onboarding dashboard when documents or packets are assigned.
Employee Portal Speed and Stability Improvements
We’ve fixed the issue regarding the employee portal experiencing latency when numerous documents requiring attachments were being assigned at the same time. Now, and documents requiring attachments no longer cause latency when assigned to employees.
Mandatory Signature Field Alignment
We fixed the issue with signature fields marked as mandatory becoming out of alignment when users attempted to sign a document. Signature alignment now matches in the Candidate portal and the Administrator portal.
Onboarding Date Picker Adjustment
We fixed the issue with users and administrators being unable to select dates far enough in the future to accommodate some identification expiration dates (such as Arizona driver’s licenses). This issue has been resolved and users and administrators can now select dates up to 100 years in the future.
Vendor Onboarding Error
We identified an issue with trying to open Vendor onboarding details from the Onboarding dashboard. This issue has been resolved and Vendor onboarding details can be accessed from the Onboarding dashboard.
Placement Change Request List GA
We are excited to announce that the Change Request List is now generally available for all product editions! With this list, you can now easily filter and sort your placement change requests, and navigate directly to the placement change request forms. To request the Change Request list, contact Bullhorn Support.
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.
Placement Field Mappings on Change Request List
By honoring Placement field mappings on the Placement Change Request list, we now correctly display field labels on the Placement Change Request list.
Export Enhancements
When exporting from either the job or candidate list, the CSV file now contains columns for Submission Counts, Submission Details, Skills Counts, Skills Details, Category Counts, and Category Details (along with any other columns selected in the list view). You can export up to 20,000 records at once (attempting to export more than that will cap the export at the most recently added 20,000 records) with a maximum of ten submissions, ten skills, and ten categories exported for each record.
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
Application Reload Message
A message now appears if the application is left open during a scheduled release. The message requests the user to reload their browser to ensure full functionality of the application.
All Dates Search Help Text
When performing a search for timesheets or invoices and using the “All Dates” option, a message is now visible indicating that any invoices or timesheets from previous weeks that have not already been viewed will not be visible with the “All Dates” option.
Employee Type Profiles Update
“Receives Notices” is now an option when creating or editing an employee type profile. Options for this are to respect the default setting in the control, or override this setting with yes and no options.
QuickBooks Desktop Error Email Handling
We’ve made an update to error handling with QuickBooks desktop. An email is still sent to administrators if an error occurs when using QuickBooks desktop and Bullhorn Back Office.
Date Mapping Format
We’ve updated the formatting for date mapping in Onboarding. Note that the tooltip has been updated with the new date formats; existing mappings are not impacted by this change.
Documents Automatically Close Once Submitted
Documents now automatically close when submitted by an employee in the employee portal.
Client Submission Email Font
We’ve fixed the issue regarding the default font not being respected when pulling a submission comment into a client submission email. Now, the default font is respected by the submission comment.
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.
Admins Unable to Edit Managers in Shared Branches
We fixed the issue with administrators being unable to edit managers in shared branches. Now, administrators can edit managers with the proper permissions.
Cell Phone Field Formatting Numbers Beginning with 0
We’ve fixed the issue regarding cell phone numbers beginning with a 0 having the 0 dropped from the number. This issue has been resolved and cell phone numbers can now begin with a 0.
Hours Missing from Bi-Monthly Invoicing
We’ve fixed the issue regarding hours being left off of invoices if invoices were not being approved in chronological order. Hours are now added to appropriate invoices, regardless of invoice approval order.