Product Update Category: Product
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.
Automatically Parse in Emailed Resumes
Want to have the system automatically update an existing candidate’s resume when the candidate applies by email to the address that your company has set up to receive resumes? Now you can make that happen by getting in touch with Support to request that this feature be enabled.
With this feature enabled, when candidates who already have records in your database send their new resumes to your Resume Parsing Address, those resumes will now “parse as existing”; meaning, the resume content will automatically update the candidate record’s Resume field (which is also what displays on the candidate list preview slideout). The new resume is also added as an attachment under the candidate record’s Files tab. For more information about automatic resume parsing, view the What is the Automatic Resume Parser? FAQ.
If the feature is not enabled, the new resume will simply be added as a file attachment to the candidate record (which is existing functionality).
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
Bullhorn for Mobile (GA)
The new Bullhorn for Mobile is now generally available! Starting Friday, June 5th, you can access Bullhorn for Mobile by navigating to https://m.bullhorn.com on your mobile device. Once you log into the app, please bookmark it on your home screen for future use. Beta URLs will automatically redirect you going forward. You can read more about Bullhorn for Mobile here. Added features include:
- The ability to automatically detect mobile devices in the ATS platform so now if you are using a mobile device or tablet, you are automatically directed to the mobile site (users can always revert back to the full desktop site if they wish).
- New Template Workflows: Adding a task, appointment, or client submission has been streamlined so that templates can be applied more conveniently.
- Tasks: We have enhanced the Tasks section to allow users to view their coworkers’ tasks (with proper entitlements). We have also added the ability to add task reminders.
- Client Submissions: Users can now add client submissions from their mobile devices (with proper entitlements).
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.
Better Manage Your Placement List!
Several new columns have been added: Job Owner and Job Assignees (NOTE: the current Owners column will remain and displays both owner and assignees), Pending Change Requests, Approved Change Requests, Candidate Source, Mark Up %, and OT Mark up %
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.