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Ability to create a task from within a person record
Right now it takes two separate actions. It would be helpful to be able to create a task directly from within a person record.
Created 06 Apr 20:02 by Richard Meuris
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Add Grid View to People
Currently, under People Tab, only name, title, company and tags are displayed. It would be useful to be able to see additional data fields (e.g location) Also, adding Grid View to People would be great!
Created 27 Nov 14:28 by Guest
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Curating files of candidates
I work a niche and have several candidates who have saved file specific to other companies that they have previously interviewed with. It would be nice to be able to select which files a client may see of a candidate without having access to all o...
Created 22 May 18:10 by Guest
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Firm configuration to add DNC automatically when a project is created.
1.At beginning of search/end of search require an end date at all times. Apply for 1 year (default end date). Currently, there is not an option to add an End Date at the beginning of the search. DNC would automatically be toggled with an End Date ...
Created 02 Jul 17:34 by Guest
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Stop saving new tags automatically
Ability to manage tag lists from the back-end to stop new tags being created automatically
Created 21 Jun 03:14 by Stephanie Martinez
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Smarter Candidate Search
It would be nice if CW would recognize partial names. For example, if I am search for Chris Johnson but in the record he is Christopher Johnson he will not show up in the results. Have smarter search so that short form names also pull up full names.
Created 18 Sep 12:43 by Richard Meuris
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Add a copy feature when hovering over a phone number
Because you don't integrate with a phone system (or at least not mine), rather than me highlighting the number and then copying it, just add a copy icon that someone can press to copy the number. So much easier and faster that way.
Created 04 May 19:14 by Guest
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add file attached PDF or DOC when you send email on Grid View
Hi, When I look my Grid View, I will like to send some emails with file atttached (PDF or Doc)...Now . we just send email and impossible to send example a job profile for some candidates ...That a must !
Created 01 May 12:47 by Guest
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Better search functionality
would love to be able to boolean search in the product. Right now the search feature is not dymanic at all - having to toggle through and then it always defaulting back to "people" is pretty monolithic.
Created 04 Apr 13:19 by Guest
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Custom deal statuses do not show up in the 'correct' order
The ability to organize the order of deal statuses and other (configurable lists) would make this feature more user friendly
Created 04 Mar 04:04 by Guest
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