March Product Release

Release Highlights: Improved notifications, increased credit limit visibility, API enhancements & sales report enhancements.

🔧 CRM Updates

Improved Authorisation Notifications (Enterprise)

• What’s new: All selected users—not just the primary—now receive to-do list items alongside email alerts.

• Benefit: Boosts visibility and accountability across hiring workflows, ensuring no steps are missed.

• Applies to: Agreed Terms, Credit Details, Offers, Terminations (Perm & Contract jobs).

Smarter Candidate Deletion Handling (All Plans)

• What’s new: Deleting a Candidate no longer auto-archives the linked Contact.

• Benefit: Prevents accidental loss of valuable contact records, improving data accuracy and transparency.

Credit Limit Visibility in Search (All Plans)

• What’s new: Credit Limit column added to company search results.

• Benefit: Enables greater transparency of credit limits with fewer clicks. 

Clearer Attribution in Placement Activity (All Plans)

• What’s new: System emails now show the actual sender instead of defaulting to the Job Owner.

• Benefit: Increases clarity and accountability in your audit trail.

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🔌 Integrations

Modernised Close Advert Modal (All Plans)

• What’s new: Updated modal now built with Angular.

• Benefit: A faster, more consistent user experience across the platform.

Placement API Enhancement (All Plans)

• What’s new: Added “Supplier” field from the Candidate Pay tab.

• Benefit: Helps pay & bill partners identify placements relevant to them more efficiently.

Direct Apply Data Standardisation (All Plans)

• What’s new: Now only essential data (e.g. personal info, preferences, and source) is captured from job board applications.

• Benefit: Reduces noise and duplication; CV processor handles rich candidate data like skills and work history.

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📊 Analytics Enhancements

Sales Report Dataset Improvements (All Plans)

• What’s new:

  • New fields: Pay Type, Supplier, Charge Rate

  • Field updates: More accurate placement durations, clearer pay rate labels, better time capture visualisation.

• Benefit: Deeper insight into projected and actual sales performance, helping you track revenue more effectively.

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🔎 Explore the releases in more detail here

CRM 

Authorisation Settings 

Version(s): Enterprise 

We’ve updated the Authorisation settings for both job workflows to ensure all selected users receive To Do list reminders. 

Previously: 

• The primary user received a to-do list item when action was needed. 
• All selected users received an email notification, but only the primary user got the to-do list item. 

Now: 

• All selected users (both primary and secondary) will receive both the to-do list item and the email notification. 

This applies to authorisation settings across both the Permanent and Contract Workflow, including: 

• Permanent: Authorisation on Agreed Terms, Credit Details, Offer, and Termination 
• Contract: Authorisation on Job, Offer, Extension, and Termination 

  

Find out More 

• Manage Your Permanent Job Workflow Settings

• Manage Your Contract Workflow Settings

• Manage Company Compliance on a Job

Contacts no longer archived when linked Candidate is deleted 

Version(s): Basic/Professional/Enterprise 

We’ve updated how Candidate and Contact records behave when a candidate is deleted to prevent unintended archiving of contacts. 

 Previously: 

• If a person was both a Candidate and a Contact, deleting the Candidate record would automatically archive the Contact record  

• This could cause confusion as there was no clear record of why the Contact had been archived. An investigation was raised about this, which prompted us re-thinking this workflow. 

Now: 

• Deleting a Candidate will no longer archive the associated Contact. 

• The Contact record will remain active unless manually archived. 

This change ensures Contacts are only archived when intended.  

We’ll be making some further improvements around deleted candidates in the coming weeks. 

Find out more:

• Delete, Archive or Un-Archive a Candidate

Credit Limit Column Available in Company Search Results 

Version(s): Basic/Professional/Enterprise 

We have added the Credit Limit column to Company Search results. 

To show the column: 

• Click the cog icon in the top right of Company search results to open the column selector. 
• Select Credit Limit (listed under Contract Review) and click Update. 

 
This column will only appear in the selector if Credit Limit is enabled in Properties on either the Company or Job record. 

Find out More

• Searching Companies
• Terms
• Managing Properties

Update to Placement Email actions in Recent Activity  

Version(s): Basic/Professional/Enterprise 

Previously, when a placement was made and the Placement Owner setting was set to be the Job Owner, all placement-related activity—including system-generated emails—was attributed to the Job Owner in Recent Activity, even if a different user completed the action. 

We’ve updated this to provide better clarity: 

• Placement activity will still be attributed to the Job Owner (as expected). 
• However, any emails sent during the placement process will now show as sent by the actual user who triggered the emails, not the Job Owner. 

Find out More

• Placements

Integrations 

Advert Close Modal Improvements 

Version(s): Basic/Professional/Enterprise 

We’ve updated the Close Advert modal in Firefish to use Angular, bringing it in line with our other pop-up modals for a more consistent experience.

Find out More

• Creating and Updating Adverts

Placement API Improvement 

Version(s): Basic/Professional/Enterprise 

We have made an improvement to our Placement Search endpoint where we are now including the “Supplier” field from the Candidate “Pay” tab. 

The "Supplier" field enables pay & bill partners to identify placements intended for their platform.

Direct Apply Standardisation

Version(s): Basic/Professional/Enterprise 

We have standardised our Direct Apply to only allow certain data to be entered into candidate records from job board applications. This means that data such as “Employment History”, “Skills”, “Education” will not be processed from the application as the CV processor will now pick up this information. 

The information we will process is: 

Personal Info 

• First Name 
• Last Name
• All address fields
• Email Address
• Mobile Phone
• Home Phone
• Date of Birth

Preferences 

• Current Salary
• Current Rate
• Current Rate Type
• Required Salary
• Required Rate
• Required Rate Type

Advert Application Tracking Data  

• Source data
• Unique Application IDs 
• Job Board/Advert IDs

Fish Tank Article(s) 

• How to Enable Direct Apply for Job Boards

Analytics 

Reports Dashboard Improvements 

Version(s): Basic/Professional/Enterprise 

We’ve added new columns to the predicted sales dataset, updated the start and end dates for placements, and made some adjustments to the actual sales data set: 

New fields added 

• Pay Type (Projected Contract Sales) 

• Supplier (Projected Contract Sales) 

• Charge Rate (Sales Details) 

Changes to existing fields 

• Start Date, End Date (Projected Contract Sales) – now for the full placement duration, not just a placement part 

• Pay Rate (Sales Details) – previously called Agreed Rate 
• Timesheets (Actual Contract Sales) – previously called Time Capture Status. Now displays as a coloured lozenge