Ideas

A grid view of some kind that shows all of the candidates who are currently active in the client interview process with the names and dates of each client interviewer they have met in the process so far.

Instead of filtering note types one-by-one allow to choose what note types should be visible in the notes tab of a person panel. Use case: a user sends a ton of mass mail to candidates and their notes tab gets awfully cluttered with these “email” ...

Create Deal "Types" to track/analyze success rates around different types of deals in a firm's funnel of opportunities. i.e. Retained/Contingent/Exclusive, etc.

I wish i could see a feed of all recent notes, with the ability to sort by user/project/context/type/etc. Like I would love to see a list of all notes of a specific project in one list, or i would love to see all recent notes i've written in the p...

Add more wild cards than just %FNAME% into the system giving options for job title, hiring manager (target person), Hiring Company ect. Adding more functionalities to the note / email templates

Automating a place where people that worked for a company during the same time frame can be found. User is aware of company filter but would like to see a place where this is automatically matched. - peg@sanfordrose.com

Tracy Glynn from Glynnsearch mentioned that having a Last Name code like we do for First Name during bulk email sending would benefit her a lot because she works with a lot of doctors and sending an email to their first name is not ideal. There co...

As a user, I would welcome the added functionality of making certain fields mandatory; more specifically when in the 'add a candidate' tab to ensure a minimum quality/level of data for each profile is achieved