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Clients (65)
Candidates (122)
Bookings (90)
Reports (37)
Timesheets (35)
Onboarding (54)
References (19)
Permissions (4)
Consultants (4)
InTime (1)
Evertime (6)
Job Titles
Hi, can there be an option to delete job titles? Thanks
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Candidates
1
New job email alert
Would like an email alert when a new job is created on the system as we do with new clients and activated candidates.
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Bookings
1
GDPR management
Being able to auto archive for candidates who haven't received contact for eg 2 years. An auto-email option that contacts that candidate where no contact has been recorded in two years, asking them whether they wish to remain on record.
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Candidates
1
Timesheet Completion Alert
It would be useful to be able to receive an email when a timesheet has been submitted or approved to a consultant, so we can be alerted when we are not logged into the CRM.
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Consultants
1
Booking Confirmation Emails - Temporarily Disable
On occasion, there are bookings that we create where we don't want booking confirmation emails to be sent. It would be good if there was an option on the New Booking screen for 'Disable Emails for this booking'
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Bookings
1
Bookings > Rates
To be able to add another candidate to the same job with a different rate is long process, having to add a booking for something that is already there. for just a different rate, unless there is a quicker way
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Bookings
1
Booking Plan
It would be better to display per job with the candidate list, and then an option to add a trade and rate with the job. Rather than per client. This works well with temp on multiple sites with 1 client.
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Bookings
1
Candidate Email Attachments
It would be useful to be able to have the candidate attachments that are sent via email with the CRM to show the attachment that was sent.
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Candidates
1
Pin notes
Please can we have the facility to 'pin' notes so they can stay near the top of the notes list
0
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Candidates
3
Tag Notes/Calls/Emails etc
Ability to add additional tags for filtering as we have different departments calling clients/candidates and want to filter our notes to view relevant records
1
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Clients
5
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