Ideas

It would be great to have a separate section to track pipeline instead of creating a brand new project and labeling this as "pitch". Ideally somewhere to track early conversations that lead to new projects. For example: pipeline > pitch > ac...

We will create fields that can be populated by having them login to LinkedIn from our website and automatically fill in their background information. We'd also like to add other fields such as compensation, contact information, and areas they're w...

Configure the system to only allow one field to be checked in gender and diversity custom fields. Right now I can select multiple entries and save, making the numbers on the dashboard inaccurate.

" It's so strange that I'd have to go to a person's record to flip the toggle vs. just being able to do it while I'm in the midst of my workflow right there on that page."

The firm would like to be able to remove multiple Candidates from a project at one time. This bulk action would help w/ workflow and would seem to fit well as an action within Grid View (checking multiple Candidates at once).

It would be very useful to be able to view the candidate resumes without downloading and opening them.

This would be helpful for communicating the search strategy via Strategy Tab.

When there are a lot of candidates, it will save time to have the Grid View header locked when scrolling. This way one does not have to scroll back to the top to see what column you are viewing.

Dashboard is valuable, but Firms should have the option to make projects the default page. This should be customizable

Did the update eliminate tasks? I relied on tasks heavily to set reminders, follow up on potential searches, etc. I don't see anything related to tasks with the new UI.