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Custom Document Types
We gather Questionnaires, Inventory, Newsletters from Candidates. It would be helpful to customize the Document Types
Created 29 Nov 17:43 by Brian Armstrong
Clockwork Users / Improvement
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Ticket system for tech support
Love tech support, but CW really need some kind of ticketing system with automated reminders (on the CW side). Support is high quality when we get it, but we are seeing slow / no follow-up far too often. Thanks!
Created 28 Nov 21:13 by Thomas Hudson
Clockwork Users / New Feature
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Change Workflow "Time for Event" options to customizable up to 1 year
Our firm follows up with placed candidates every quarter for one year after closing a search to check in on how things are going. This tickle date is manually entered in a Google calendar currently for each placed candidate. Having a quarterly rem...
Created 03 Jun 14:36 by Guest
Clockwork Users / Improvement
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Add Project Type to "Candidate in Projects" panel
Issue: When you go to a person's record and look at the "Candidate in Projects" panel, you see a list of projects but you don't know which types of projects they are. Idea: Solve for this by denoting the project type on each project in this view. ...
Created 20 Nov 15:10 by Dan Shirley
Clockwork Users / Improvement
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Searchable Phone Field
Being able to search for people by phone number (partial or full string search) to allow users to (for example) search on missed calls where a message wasn't left.
Created 04 Nov 00:41 by Darryl Garbutt
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URLs should automatically hyperlink in Notes field
Urls do not hyperlink in Notes field on deals.
Created 25 Mar 22:07 by Guest
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Add Notes As A Heading Within Grid View
I want to be able to include a Notes view in the Grid view, along with Name, Title, Company, etc. Notes is not a heading within Grid View.
Created 13 Feb 21:49 by Guest
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Emailing notes to specific team members
It would be great to email notes to a specific team member instead of the entire team.
Created 11 Jan 22:48 by Guest
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Adding bulk list of companies to Target Categories
It would be ideal if there was the ability to import a csv list of companies for specific categories rather than having to manually add them one by one.
Created 10 Jan 23:48 by Guest
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When adding candidates to a project in the candidate view, the project should formulate to the top of the list rather than all the way at the bottom.
When I add someone to a project in candidate view, I have to scroll to the bottom of what is sometimes a 15 project list to find where I added them to change their status or color. It would be helpful if it would automatically move them to the top...
Created 10 Oct 21:33 by Guest
Clockwork Users / Improvement
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