Ideas

There is currently no facility to export "Next Steps." for Active Deals. There is no field to record Next Steps, nor are we able to export by specific Note. Some Users are falling into bad practice, and using other fields to make it work. Custom F...

There are options to add contact info (email and phone), biography etc. but no option to paste a LinkedIn profile link without going to full person view.

Research Criteria per user, incase they have different opinions on the candidate before rating.

The "In Process" card in Project Dashboard shows the different categories in shades of PURPLE. It should have different colors.

Add a overview or assessment note type option so a team member can see that note in the grid, instead of selecting the candidate and going inside of their note section.

To be able to choose which preference (Email, In App, Push) of notification you want for each type of notification (Candidate, Note, Import, Export, etc.).

It would be efficient to preview a resume directly withing the people results

Pop-up search results, including project and people records, are 2-dimensional, which makes it difficult to select the proper result. E.g. selecting the proper Project to associate to a person/candidate record is confusing if the same search (by t...

Users would like to be able to add a Custom Field to multiple records in Gridview, just like the Bulk Edit feature in People View.

Assigning email templates to projects.