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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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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
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Serious data integrity issues
CW - you have serious data integrity issues, with company records at the root! Resume parser and contact grabber create bad company data, especially false/duplicate company records. Why that's a big problem: People get lost! Core aspects of our jo...
Created 10 Oct 16:22 by Thomas Hudson
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Option to save copy of 365 files to CW
Currently, it's not possible to save a copy of a cloud-based OneDrive file to CW - only local files. Seems fine on the outside, but that means any deletions to files in OneDrive destroys the record in CW. Imagine the client contract or CV in CW wi...
Created 10 Oct 13:02 by Thomas Hudson
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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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Candidate Portal Notifications
When a change is made by a candidate in the portal. Sending a notification to the person that invited them. stephanie@bconsult.io brought this to our attention.
Created 21 Sep 23:49 by Guest
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Interview Calendar.
When I am working with clients on projects, we communicate through the 'Note' function on the platform. This is how they tell me when candidates have progressed to a new stage in the interview process, who that interview is with and what date it w...
Created 16 Feb 11:03 by Tom Pitt-Rashid
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DQ'd candidates automatically not visible to clients
Automatically make a candidate NOT visible to a client once they are DQ'ed to eliminate human error I've found a few times where we DQ a candidate, update the status, change the dropdown color - basically do everything except turn off visibility.
Created 15 Jul 15:02 by Guest
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