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Release Highlights: Smarter CRM controls, new export options, custom UI tweaks & enhanced API flexibility.
🔧 CRM Updates
Simplified Credit Details Field Control
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What’s new:
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Removed the Credit Details toggle from Contract Workflow.
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Visibility now fully controlled via Properties.
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Benefit:
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Easier setup and more intuitive configuration.
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Increased Company Select Limit
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What’s new:
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Result cap raised from 20 to 50 in the Company Select dropdown.
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If Include Associated Companies is enabled:
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All related child companies appear under each parent.
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Benefit:
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Makes finding the correct company faster, especially with duplicates.
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Candidate ID in Placement CSV
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What’s new:
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A Candidate ID column has been added to the end of Placement CSV exports.
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Applies when Attach CSV is checked under Job Configuration > Placement.
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Benefit:
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Enhances data traceability in HR and accounts workflows.
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CSV Export for Basic Plan Users
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What’s new:
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Users on the Basic package can now export:
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Candidate Saved Searches
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Contact Saved Searches
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Company Saved Searches
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Buttons respect the CSV/Word Exports permission in User Management.
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If disabled, the button will appear greyed out.
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Benefit:
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Brings parity across all plan levels while maintaining permission controls.
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Editable Pay Type Names
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What’s new:
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PAYE and Self Employed labels can now be renamed.
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Found under: Job Configuration > Contract Workflow > Sales Settings.
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Only changes how they appear in the job workflow UI.
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Benefit:
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Aligns terminology with each client’s specific internal language.
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New Custom Dropdown (Contract Workflow)
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What’s new:
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New field added: Custom Dropdown 10.
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Can be enabled via: System Configuration > Properties > Contract Workflow.
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Benefit:
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Offers additional flexibility for custom workflows.
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Improved Property Management UI
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What’s new:
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Added a search bar to filter Properties by name.
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Enabled column sorting for more efficient navigation.
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Benefit:
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Saves time and simplifies system configuration.
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New Salary Range Feature (Closed Beta)
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What’s new:
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Enables auto-fill of Salary From and To based on a central salary value and selected range.
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Found under: Job Configuration > Permanent Workflow > Potential Matches.
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Available ranges:
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10%, 20% (default), 30%, 40%, 50%
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Example:
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Job Salary: £10,000
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20% range auto-fills: £8,000 (From), £12,000 (To)
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Benefit:
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Ensures fuller salary data for better Potential Match results.
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Change Pay Type Names Feature (Closed Beta)
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What’s new:
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Mirrors the Editable Pay Type Names update.
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Allows renaming of Pay Types in Contract Workflow settings.
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Only affects UI display—no impact on reports, emails, exports, or API.
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Benefit:
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Better customization of job workflows.
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Considering List UI Enhancements
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What’s new:
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Channel and Source columns added (Source hidden when side panel is expanded).
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Ellipses removed for cleaner view.
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Withdraw replaced by Remove option in list header.
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Reinstate now appears next to withdrawn candidates.
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Availability column removed in Permanent workflow.
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Benefit:
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Cleaner, more informative candidate tracking.
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New ‘In Contract’ Tab in Contract Workflow
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What’s new:
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Reorganised the Placements tab; created a new In Contract tab.
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Moved settings to In Contract:
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AWR Review
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Time Capture
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Timesheets
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Timesheet Approver
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Accounts Email
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Extensions Authorisation
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Terminations Authorisation
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Benefit:
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Easier to navigate and manage post-placement settings.
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🔌 Integrations
Comms API Enhancements
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What’s new:
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Added support for selecting ‘Sysadmin’ in
UserEmail. -
Comms post response now returns a unique comms note ID.
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Users can now:
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Retrieve comms notes via the ID
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Update notes using the API
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Benefit:
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More flexible communication tracking and automation.
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Stepstone Feature Flag Enabled
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What’s new:
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Share Application Status toggle is now:
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Enabled for Stepstone boards with Direct Apply
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Visible but locked for Stepstone boards without Direct Apply enabled.
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Benefit:
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Allows better integration with Stepstone job boards and more control over application status visibility.
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Guardian Jobs Field Update
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What’s new:
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Removed dropdowns:
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Job Industry
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Job Function
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Job Level
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Workplace
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Added dropdowns:
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Primary Sector
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Secondary Sector
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Employee values & benefits
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Benefit:
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Ensures compatibility with Guardian Jobs’ new field structure.
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🌐 Web
New Contact UI Rolled Out
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What’s new:
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New visual design for the Contact Profile tab.
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No changes in functionality.
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Benefit:
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Improved user interface for better navigation and use.
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🔎 Explore the releases in more detail here
CRM
Credit Details Properties
Version(s): Basic/Professional/Enterprise
We’ve simplified how Properties control the visibility of Credit Details fields on job and company records.
Previously, users had to enable these fields in Properties and have the Credit Details setting switched on in the Contract Workflow tab. Now, we’ve removed the Credit Details setting - so enabling or disabling these fields in Properties is all you need to do.
The Authorisation on Credit Details setting is still in the same place: Company Configuration > Terms > Contract.
Find out More
Update Company Select Component Limit
Version(s): Basic/Professional/Enterprise
We’re increasing the result limit in the Company Select Component to make it easier to find the right company when creating a job.
Previously, results were capped at 20, which caused issues for clients using Associated Companies, especially when multiple companies had the same name. Now, we’re increasing the limit to 50.
- Users will see up to 50 parent companies in the dropdown.
- If the Include Associated Companies setting is enabled, they’ll also see all related child companies under those parents.
This change ensures clients can always find and select the right company.
Find Out More
Candidate ID Placement CSV Export
Version(s): Basic/Professional/Enterprise
We have added a column to the end of the placement CSV exports which shows a Candidate’s ID number.
The placement CSV exports are the files attached to the HR and Accounts email when the Attach CSV setting is checked within Job Configuration > Placement.
Find out More
Show Export CSV Option for Basic
Version(s): Basic/Professional/Enterprise
Clients on the Basic package can now export Candidate, Contact, and Company Saved Searches to CSV - bringing this functionality in line with Enterprise and Professional.
- The CSV export buttons follow the existing CSV/Word Exports setting in User Management > User Permissions.
- If this permission is disabled for a user type, the button will be greyed out and unavailable for them.
This update ensures a more consistent experience across packages while keeping permissions in place.
Find out More
Editable Pay Names UI Update
Version(s): Basic/Professional/Enterprise
The names we give our Pay Type values (Self Employed and PAYE) don’t always match how our clients refer to these. The Pay Type labels can now be edited in Job Configuration > Contract Workflow > Sales Settings.
The edits made to the Pay Type names only change the way they appear on the Contract job workflow. This won’t change anything in Reports, Emails, Exports or in the API.
Find out More
New Custom Dropdown Field on the Contract Workflow
Version(s): Basic/Professional/Enterprise
We have added another custom dropdown field to the Contract workflow, which can be enabled in System Configuration > Properties > Contract Workflow. Its system name is:
- Custom Dropdown 10
Find out More
Search and Sort on the Properties page
Version(s): Basic/Professional/Enterprise
We have made a couple of changes to make it easier to navigate System Configuration > Properties.
- Search bar: Users can now quickly find a property by typing its name
- Column sorting: Users can sort the columns to locate the property they need more efficiently
These updates are designed to save time and make managing properties simpler. These improvements will be going into General Release for everyone.
Find out More
New Salary Range Setting for Permanent Workflow (Closed Beta)
Version(s): Basic/Professional/Enterprise
When creating a job, clients will often only fill out one of the Salary From and Salary To fields, which means they aren’t getting the full benefit of their Potential Matches. To help with this, we are introducing the Salary Range feature.
This feature is entering Closed Beta this week, and if the feature flag is enabled, the new setting is found in Job Configuration > Permanent Workflow > Potential Matches.
Here’s how it works:
- Users can select a percentage range from the dropdown (10%, 20%, 30%, 40%, or 50%) - the default is 20%.
- When creating a job and entering a salary, the salary value will serve as the mid-point. The selected percentage will then auto-populate the Salary From and Salary To fields when the job is created
- Once the job is created, Users will be able to edit the Salary From and Salary To fields
Example:
If the job salary is £10,000 and the range is set to 20%, the system will automatically set:
- Salary From: £8,000
- Salary To: £12,000
Find out More
Change the Pay Type Names on the Contract Workflow (Closed Beta)
Version(s): Basic/Professional/Enterprise
The names we give our Pay Type values (Self Employed and PAYE) don’t always match how our clients refer to these. To help with that, we are introducing the Change Pay Type Names feature.
This feature is entering Closed Beta this week, and if the feature flag is enabled, it makes some changes to the Pay Type section in Job Configuration > Contract Workflow > Sales Settings.
The edits made to the Pay Type names only change the way they appear on the Contract job workflow. This won’t change anything in Reports, Emails, Exports or in the API.
Find out More
Considering List UI Updates
Version(s): Basic/Professional/Enterprise
We have made some UI improvements to the Considering List for both Permanent and Contract workflows, together with enabling the ChannelSourceTracking feature flag for all clients:
- Channel and Source will appear as columns on the Considering Lists for all clients.
- When the Recent Activity side panel is expanded, the Source column is hidden to maintain spacing.
- The Ellipses have been removed to increase space, the Withdraw option has been removed (from the Considering stage only) and has been replaced by the Remove option in the list header actions.
- Existing Candidates that have been withdrawn can still be reinstated, with the Reinstate option appearing in place of the Checkbox to the right of the Candidate Name column.
- Finally, the Availability column has been removed from the Permanent Workflow as it has less relevance for Permanent Jobs.
Find out More
New ‘In Contract’ tab in the Contract Workflow Job Configuration
Version(s): Basic/Professional/Enterprise
To make Job Configuration > Contract Workflow easier to navigate, we’ve reorganised the Placements tab and introduced a new In Contract tab.
- The Placements tab now contains settings related to making a placement.
- The new In Contract tab holds settings relevant once a candidate is in contract.
Moved to In Contract:
- AWR Review
- Time Capture
- Timesheets
- Timesheet Approver
- Accounts Email
- Extensions Authorisation
- Terminations Authorisation
This change keeps things more intuitive and easier to manage.
Find out More
Integrations
Comms API New Endpoints and Improvements
Version(s): Basic/Professional/Enterprise
Posting a comms note to Firefish will now allow our users to be able to select ‘Sysadmin’ in the ‘UserEmail’ field. All successful post responses will now return the unique ID linked to their comms note.
Using the unique ID for the comms note, our users can now retrieve the comms note and be able to update the comms note using the API.
Find out More
Stepstone Feature Flag Enabled for All Clients
Version(s): Basic/Professional/Enterprise
The stepstone feature flag is now enabled for all clients. This means any stepstone job board that has Direct Apply enabled will now have the ‘Share Application Status’ toggle displayed and enabled. All stepstone job boards that do not have Direct Apply enabled will display the ‘Share Application Status’ toggle but be disabled and locked until Direct Apply is enabled.
Find out More
Guardian Jobs Updates
Version(s): Basic/Professional/Enterprise
Guardian Jobs has been updated to support the job board's announced changes to their available dropdowns and values.
The following dropdowns have been removed:
- Job Industry
- Job Function
- Job Level
- Workplace
The following dropdowns have been added:
- Primary Sector
- Secondary Sector
- Employee values & benefits
Find out More
Web
Contact UI
Version(s): Basic/Professional/Enterprise
We are enabling the Feature Flag for Contact UI for all clients in this release. This will change the look of the Contact UI Profile Tab. There should be no functionality changes.