March Product Release

Here's what we've released in March.

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

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

Analytics 

Report Dashboard Limits   

Version(s): Basic/Professional/Enterprise 

We will now be changing number of dashboards that each client can create. 

• By default, each client can create up to 10 dashboards. 
• Additional dashboards can be purchased by contacting support. 
• Subscriptions come as 10, 20, 30, 40, 50 or 60 dashboards per client. 

Fish Tank Article(s) 

• Create and Manage Your Reports Dashboards

CRM 

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• This could cause confusion as there was no clear record of why the Contact had been archived.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. 

Fish Tank Article(s) 

• Delete, Archive or Un-Archive a Candidate

  

Integrations 

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. 

 

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 

CRM 

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 

Direct Apply Standardising 

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