Product Update Category: Bullhorn Version
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.
View Onboarding Card on Submission Preview Slideout
If you use the Bullhorn ATS/Onboarding integration, you now have access to the Onboarding card on the Details tab of the preview slideout on your submissions list.
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.
OT/DT Rules for Weekly Time Input
For weekly time input, doubletime rules now include overtime and normal hours to accrue towards an employee’s weekly amount.
Update to Onboarding Settings
We’ve updated the Onboarding integration settings page in the Control Panel to make navigation simpler and clearer. Now, shared email variables are highlighted towards the top of the page, with specific types of email variables grouped with their email type.
Employee Document History
We’ve improved the stability of the Employee Document History pop-up. Now, it maintains authenticated sessions and displays the document history for employees.
Vendor Document History
We’ve stabilized the Document History audit trail for Vendors. Previously, if a Vendor updated a date field, the data would not appear in the document history, but the change would still be processed. Now, all vendor date changes appear in document history.
Approvers by Branch Report Correction
We’ve updated the Approvers by Branch Report to reflect managers with currently active assignments (i.e., assignments starting in the past and ending in the future). Previously, extraneous managers were appearing on this report with inactive assignments.
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.
European Date Format Display Issue
We fixed an issue regarding Placements with a European date format (DD-MM-YYYY) not displaying correctly (though they were saved correctly in the database). Now, the dates also display correctly in the application.
Assignment Week Start Field Mapping Error
Previously, when an admin gave the Assignment Week Start field mapping a value that was not an integer between 0 and 6 (corresponding to Sunday through Saturday), the placement from the integrated ATS would import with an incorrect start day. Now, if an admin does this, after an ATS refresh, an error message displays in BBO letting them know that they’ve inputted an invalid value:
Could Not Update <Mapped Record>: Assignment timesheet week start must be an integer between 0 and 6, currently set to <incorrect value>
Employee App Date Issue
The date in the header of the employee application now matches the date of the timesheet selected. Previously, a bug was causing the date in the header to differ from the date of the selected timesheet.
Payable Hours Calculation
We’ve fixed an issue to correctly calculate payable hours regarding regular and overtime hours when users had multiple placements and the “Timesheet.Overtime Across Assignments” setting was set to Yes.
Employee PTO History Issue
We’ve made a change to the Employee PTO History report to help ensure the correct execution; previously, this report would fail to run if there were extra spaces at the end of the PTO Type name (e.g., “Vacation “). Now, BBO simply removes extra spaces at the end of PTO Type names and the report runs as it should.
New Open Source Career Portal
Bullhorn’s new Open Source Career Portal is now generally available! The new Career Portal is a configurable website that gives job seekers/candidates access to your company’s published jobs. Our Career Portal is open-source, mobile-friendly, and allows users to post open jobs to your company’s website, job boards, and social media accounts. Please click here for more information, and contact Bullhorn support if you’d like to enable the new open source Career Portal.
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.
Quickbooks Online Connection
We’ve stabilized the connection between Bullhorn Back Office and QuickBooks Online. Connection dropping for Back Office admin users should be less frequent, and more detailed logs will be provided if they do happen in the future. These logs will help provide information on the stability of the connection moving forward.
Timecard Approver’s Tab Performance
We’ve changed the Secondary Approver field on the Timecard Approver’s tab from a drop-down to a “type ahead” selection. With this update, response time improves as the application no longer has to load the entire list of secondary approvers when you select a value.
Onboarding is Now Built Into Bullhorn ATS/CRM!
Bullhorn users now have the ability to initiate and monitor the candidate onboarding process, both pre and post-hire, directly from the Bullhorn ATS/CRM! This includes sending existing documents and packets to candidates for completion, as well as viewing document status. With pre-hire functionality enabled, candidates can begin the onboarding process before a placement is made.
As part of this integration, we’ve added a new “Upcoming Job Starts” card, which allows Onboarding customers to track documents for placements starting soon. This card will appear on the new Placement dashboard. This new card and dashboard are Enterprise-only features.
Pre-Hire Support
Users are no longer limited to sending documents to candidates after they have been placed. With the addition of Pre-Hire document support, users can now send documents to candidates at any time. By sending and collecting documents from candidates early, firms can further reduce the time between placement and job start and the possibility of documents being returned late.
Candidate Updates
For customers using Bullhorn CRM, new candidates records (provided they meet the pre or post hire status or placement criteria) now push into Bullhorn Back Office and Bullhorn Onboarding immediately upon creation. Previously, newly created candidates moved to Bullhorn Back Office and Bullhorn Onboarding only after a user made an additional update on that candidate or associated placement record in the Bullhorn CRM.
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.
Supplemental Timesheet Processing
We’ve fixed the issue with supplemental timesheets getting stuck in processing while sending to QuickBooks; they now send normally.
Footer Text Color
We’ve fixed the issue with the footer text in the application not matching what you select in the Control Panel. Previously, only the Change Password and Help buttons would match your selected color theme. It’s nice when all your colors match.
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.
Placement Dashboard – Placement Starts and Ends
We’ve added a new dashboard to Bullhorn! The Placement dashboard will be your place to view all the information you need to manage and monitor placements. With our new Placement Starts and Ends dashboard card, users can easily maintain visibility into placement starts and ends via a user-friendly calendar interface. This allows users to keep track of their upcoming starts, ensuring everything is in order beforehand, as well as any pending/upcoming ends, allowing them time to call hiring managers for contract extensions or to submit the candidate to other positions.
The Placement dashboard will be enabled automatically for all customers who already have the Job dashboard turned on. If you do not have the Job dashboard and are interested in this feature, please contact support.
Note: Dashboards are available in Enterprise Edition 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.
Dashboard Card Performance
We have improved the performance of Job Response Times and Success Rates dashboard cards.
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)
Burden Rate Calculations and Subsequent Conversions Can Vary During Setup
To increase consistency in burden rate calculations, a new setup setting has been created to clarify burden rate conversions, Assignment.Burden Rate Conversion. Previously, burden rates between 1.01 and 1.39 were automatically converted to a percentage.
With this setting, if set to Yes, burden rates from 1.01 to 1.39 will convert to a percentage. For example, 1.2 becomes 20%. If set to No, no conversion will happen and the burden rate will save as entered. This setting does not affect Permanent Placements, as they will always save with the entered burden rate. The setting is automatically set for existing customers according to current usage of burden rates.
Processing Times
We’ve made additional performance and stability improvements.
User Notifications by Branch
We’ve made an update that now allows users to send notifications by branch. Previously, notifications were not being sent for specified branches.
New In-App Notification System
We have added a new In App notification process to send messages to Administrators only. This will allow us to better communicate release notes and maintenance updates to just Administrators and not Employees and Managers.
New In-App Notification System
We have added a new In App notification process to send messages to Administrators only. This will allow us to better communicate release notes and maintenance updates to just Administrators and not Employees and Managers.
Expanded BBO APIs
Over the past several months, we have been significantly expanding the scope of our BBO API. These improvements provide unprecedented efficiency, flexibility, and power for anyone looking to develop custom systems or integrate with the BBO platform.
Improvements to Onboarding API
Over the past several months, we have been significantly expanding the scope of our Onboarding API. These improvements provide unprecedented efficiency, flexibility, and power for anyone looking to develop custom systems or integrate with the Onboarding platform.
Child Permissions Error and Documents Deleted from User Records
Daily Per Diem Calculation Error
We’ve fixed an issue where the daily per diem was being calculated from the number of time entries for a given day, rather than the day as a whole. The daily per diem is now calculated from a total of all time entries, not the number of time entries.
Saving Employees to Shared Branches
Administrators can now save employees to shared branches correctly.
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.
Adding Country and Zip Code Columns to Lists
Bullhorn is pleased to announce that you can now add Country and Zip/Postal code as columns on the Candidate, Contact, and Lead list views. When those columns are added, they can be sorted and filtered like other columns in the list.
Mapping Tool Enhancements
Bullhorn has enhanced the mapping tool that enables users to select one or more contacts or leads from their respective list views and view their locations on a map. Previously, the map view would open in a small window that was not ideal from a viewing or navigation perspective. With the enhancement in the current release, the map takes over the entire view within Bullhorn, allowing for a much larger map to be displayed. When the user is done viewing the map, a red X in the upper-right-hand corner can be used to return the user to the list from which the map was initiated.
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.
Queue Optimization
Process queues have been optimized in order to minimize latency when sending employees signup notification emails and when processing timesheets.
BBO APIs
We are continuing to build out the BBO API, and have recently made improvements in the following areas:
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Document visibility
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Assignment visibility
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Employee records
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Onboarding records
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Payables
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Surfacing APIs
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Improved documentation
Invoicing Improvements
We have improved invoicing to provide greater support for invoice grouping and supplemental timesheets.
Supplemental Timesheets
We no longer require that supplemental timesheets be on a separate invoice. This helps avoid confusion for clients receiving invoices.
Improved Document History Pop-Up
To increase stability and provide a cleaner look, the document history pop-up window has been converted to HTML.
Onboarding API
The Onboarding API has been expanded in the following areas:
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Document visibility
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Assignment visibility
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Employee records
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Onboarding records
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.
Printing-Related Entitlements for Tearsheets
In this release, printing-related entitlements have been updated for tearsheets. For example, if a tearsheet contains candidates, contacts, and jobs, and you do not want a particular user to be able to print one or more of those types of records when printing the tearsheet, you now have the ability to disable the printing of, say, the jobs. At that point, the user would be able to print the tearsheet, but the system would automatically omit the jobs from the printed version.
Radius Search for Contacts
It is now possible to filter contacts using a radius search on a mobile device.
Add Placements Entitlement
We have added an action entitlement called “Add Placements via Mobile” that determines if a user can add a Placement from the mobile application.
Automatically Generate Notification Email
We have enhanced the Email Notification functionality in mobile to match the behavior on the desktop. When a user adds a note from within mobile and selects to email notify individuals, we will automatically send an email notification when the note is saved. Previously, we called the native email client and the user had to send the email notification manually using their mobile device.
Section Headers for Opportunities
We have added section headers to the Field Mappings for each Opportunity track. For more information on Section Headers, please review our “Understanding Bullhorn Field Edit Types” document here.
Onboarding API Improvements
Onboarding API was expanded to support bulk creation through the API.
Transferring Ownership of Contacts and Candidates
We’ve fixed an issue with the Record Ownership Transfer feature on the user account page related to the transfer of ownership for secondary owners on contacts and candidates. Previously, the Records dropdown was not counting secondary ownership in the record count despite the fact that the ownership was being transferred. Also, the transferred records for secondary owners were not showing up on the individual list views, making it appear as if the transfer did not occur.
With the resolution of this issue, the Records dropdown now displays a total count of records where the user is either the primary or secondary owner when it comes to contacts and candidates, and the individual list views are being updated appropriately. Note that for jobs, the record count only includes jobs where the user is the primary owner (e.g., the salesperson) because secondary owners (referred to as assignees; e.g., one or more recruiters) do not transfer ownership when it comes to jobs.
Finally, a hint has been added beneath the Transfer Ownership To drop-down to clarify what is happening with the transfer of contacts, candidates, and jobs.
Pluralization of Entity Titles
We’ve fixed an issue with the automatic pluralization of customized entity titles on menus and other areas in Bullhorn. Previously, certain entity titles, such as “Employer,” “Lawyer,” and “Physician” were being pluralized incorrectly.
Filtering Contacts by Skills
An issue has been resolved with regard to filtering the Contacts list by the Skills column or a skills-related search. Previously, when filtering the Contacts list by typing a skill name into the Skills column header or performing a skills-related search, the list would not filter correctly because the system was expecting the user to type the skill’s ID number instead of the actual name of the skill. With the resolution of this issue, the Skills column and skill-related searches are now filtering on the skill names as opposed to their system-generated ID numbers.
Adding Files with Identical Filenames
An issue has been resolved where a file that is sent to a parsing address would not be added to the Files tab of the appropriate record if a file with an identical name was already associated with that record. With the resolution of this issue, the file will now be added to the record regardless of whether or not it has the same name as an existing file.
Searching Leads by Phone Number and Email Address
An issue has been resolved where performing a phone number or email address search via Fast Find would not return leads who have that number or address. With the resolution of this issue, leads are now being returned appropriately when their phone numbers or email addresses are included in a Fast Find search.
Count of Submissions not Appearing on Job Tearsheet
We’ve fixed an issue where the count of submissions for a job was not appearing correctly in the Submissions column on a Job tearsheet. With the resolution of this issue, the correct submission count now appears on the tearsheet.
Viewing an Auto-Created Work History
An issue has been resolved with regard to viewing a candidate’s work history when the history is being created automatically from the candidate’s placements. Previously, in this scenario, the company name and job title did not appear on the work history record on either the Experience tab in the candidate slideout (accessed via the binoculars icon on the candidate list) or the Work History tab in the candidate record. With the resolution of this issue, both of those areas are now showing the appropriate information when work history records are created automatically from placements.
Currency Display on Tearsheets
We’ve fixed an issue with currency fields on a tearsheet list always displaying a US dollar sign regardless of the currency format that was set in the system. With the resolution of this issue, the correct currency sign will now be displayed on a tearsheet list.
Completing a Recurring Task
We’ve fixed an issue with recurring tasks showing up on the task list. Previously, when a recurring task was marked as completed from the Activity >> Related Tasks area of the system, the next task in the recurring series would appear in that area, however, it would not appear on the task list itself. With the resolution of this issue, when a recurring task is completed from the Activity >> Related Tasks area, the next task in the recurring series will appear in that area as well as on the task list.
Navigating via Workflow Icons
We’ve fixed an issue where navigating to subsequent sections of the Activity tab by clicking on relevant workflow icons was not taking the user to the appropriate section after an initial section had been accessed. Now, all clicks on activity-related workflow icons now take the user to the Activity tab with the appropriate section expanded.
Lead, Opportunity, and Placement References on Recurring Tasks
We’ve fixed an issue with lead, opportunity, and placement references carrying over incorrectly for recurring tasks. Previously, when a recurring task was marked as completed from the Related Tasks section on the Activity tabs of either of these record types, any lead, opportunity, and/or placement references were not being carried over to the next task in the recurring series. With the resolution of this issue, those references are now correctly carried over when recurring tasks are marked as completed.
Mass Updating Candidate Source
An issue has been resolved with regard to updating the source for one or more candidates directly from the candidate list via the mass actions drop-down. Previously, in this scenario, the update to the source was not being captured in the Edit History for the candidate(s) whose source had been changed via the mass action. With the resolution of this issue, the change is now shown in the Edit History for all candidates who were included in the update.
Adding Records to a Tearsheet Just Got Easier!
When adding records (either individually from a record or en masse from a list) to a tearsheet, filter the list to see your tearsheets, your department’s tearsheets, or your entire company’s tearsheets. Your filter selection is “sticky,” meaning it will be remembered the next time you click on Add to Tearsheet.
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.