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RMG: Person Panel opening after parsing a resume in People view.
Single resume upload opening the person panel once the upload is complete. Instead of having to refresh the page and click on the person's name to see the uploaded information.
Created 24 Mar 16:50 by Guest
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Add "Company Address" as an option in the "Export to Excel" page
Time saver, ability to add the company address in the exported excel page which assists with label printing and more.
Created 11 Oct 15:53 by Guest
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Allow to change the default candidate status
We should be able to change the default candidate status from Research to something else. We often add candidates as we are reaching out to them so we end up changing the status with each candidate either added to CW or added to a search.
Created 08 Mar 14:24 by Richard Meuris
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DNC Companies by project
It would be great if we could flag companies as DNC by project. For some searches a company will be off limits to source from but that same company can be used in searches we do for other clients.
Created 07 Mar 18:12 by Guest
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Color coded tags
Tags of different colors will make important tags easier to see.
Created 27 Sep 19:45 by Guest
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Salutation Options
We need to have an option to chose FIRST NAME or NICKNAME in TEMPLATES.
Created 03 Mar 17:26 by Guest
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Remove text from email template field
I use pre-set email templates. When I add it to a list, I have to delete the "Hi %FNAME" each time. No need for that saluation which is not the one I would use any way.
Created 03 Mar 17:25 by Guest
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Add Quoted Rate to Deals
As we use Deals for business development purposes, we do not quote a $ amount, but a % of annual salary. It would be helpful if in deal size we have an option to do % versus $
Created 22 Feb 23:45 by Guest
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Add contact to deal task
Currently in deals the task is listed but it doesn't tell you who the target person is that you are tasked to contact.
Created 22 Feb 23:42 by Guest
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Share research criteria ratings with clients
Hi! I would like to have an ability to share research criteria ratings with the client. Not only overall rating but also other points listed in the screenshot. Right now we copy paste everything from the screenshot and put it into the notes for th...
Created 16 Feb 23:35 by Guest
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