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Add Candidate Profile URL to export
This would be helpful to us because when we export a workbook of candidates, instead of copy&pasting the person id, or the name, it can be a one click step to the candidate profile. Saves time!
Created 23 Aug 19:28 by Guest
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Custom Fields - Custom Order
We need to be able to adjust the order of custom fields.
Created 09 Nov 15:34 by Guest
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Default selected note type when creating new note
When creating a new note, it would be helfpul to have a set firm wide default specific note type. Rather than have the note type be empty each time we create one, it could be the default type and then we can change it accordingly. The biggest issu...
Created 29 Mar 15:00 by Guest
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Add Ability to Export Relationship Card Data in People Grid View
It would be advantageous to have an aggregate view of individuals and their relationships. An example use case is seeing who has been referred by a specific organization. Currently, you can manually select all the people at an org using filter, bu...
Created 08 Jan 15:00 by Guest
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Let firms choose between legacy category colors and new category colors through firm settings
Category colors were used to distinguish where candidates are/were in communication and engagement process. New colors have impacted workflow because they are hard to distinguish if they are not side-by-side (greens are too similar, blues are not ...
Created 04 Apr 15:04 by Guest
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Call Recording / Transcripts
either via API or native solution allow for call recording to convert to transcripts (ideal state would be smart call recording to allow for auto created tasks / follow ups from meetings and first draft of candidate write ups)
Created 15 Aug 03:13 by Guest
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Company as context for person record note
When leaving a note on the person record, they want to be able to choose their current company as "context" so the note shows up there too. To be able to go to a company and see the notes that were left for people in that one place instead of goin...
Created 19 Oct 22:34 by Guest
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Workflow Time for Event
Similar to other comments. 1 week is too long for us. the Time for Event in the Workflow should be far more customizable.
Created 05 Jan 22:00 by Brian Armstrong
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Ability to change the date on a note or other activity in CW
People miss adding data to the system at the right time which affects our KPI/Analytics - it would be great to be able to change the dates/times on notes/project status etc.
Created 05 Jan 20:06 by Guest
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URLs w/ hyperlinks in Deals
Currently only populates as text. Deals don't have rich text.
Created 05 Jan 15:14 by Thomas Hudson
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