Here's what we released in week 2 of March.
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- This could cause confusion as there was no clear record of why the Contact had been archived.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)
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