September Product Releases

Here's what we released in September

CRM 

Placement and Extension Reference ID 

Version(s): Basic/Professional/Enterprise 

In our API and Reporting features, we are increasingly dependent on individual references for placements, extensions, and terminations. This is particularly relevant for Timesheet Features, as a timesheet is linked directly to an extension. 

To eliminate any confusion, we have updated the UI on placement records as follows: 

• Renamed "Placement Ref" to "Original Placement Ref" in the placement summary 
• Added "Placement Ext Ref" and extension number to extension records 

The ‘Placement Ext Ref’ which is now visible on extension records was always there behind the scenes, and our clients who have been using our API always had access to it. By adding it to the front end like this, we are making it easier for users to see which extension is being referred to at a glance.  

Fish Tank Article(s) 

• https://fishtank.firefishsoftware.com/manage-extensions-and-terminations
  
  

Analytics 

Reports Dashboard Filters – Clear All and improved UI 

Version(s): Basic/Professional/Enterprise 

We’ve improved some UI and added functionality on the Filters dropdowns. When filters are selected, there is now a ‘Clear All’ button to remove all filters, and there are ‘Clear’ buttons to remove all filters within a group. You can still remove individual filters by clicking the red cross button next to them. 

If you edit a card which has filters already selected, when you open the Filters dropdown it now shows the ones that have been selected in an expanded view, so you can see more easily which filters have already been selected. 

 

Fish Tank Article(s) 

• https://fishtank.firefishsoftware.com/creating-editing-and-cloning-report-cards

 

CRM 

To Do List Visibility based on Workflow Setting 

Version(s): Basic/Professional/Enterprise 

If a client has disabled a workflow in Job Configuration, then To Do lists related to that workflow will now be hidden on the main dashboard. 

For example, if the Permanent workflow has been disabled, the ‘Permanent Authorisation’ to do list won’t be visible. 

  

Fish Tank Article(s) 

• https://fishtank.firefishsoftware.com/using-to-do-lists

Integrations 

Probation Period Enable/Disable Toggle 

Version(s): Basic/Professional/Enterprise 

Users can now enable and disable the ‘Probation Period’ setting within Job Configuration > Permanent Workflow > Placement tab. The setting will be enabled by default for all sites. 

Fish Tank Article(s) 

• https://fishtank.firefishsoftware.com/manage-your-permanent-job-workflow-settings
• https://fishtank.firefishsoftware.com/using-quick-links-on-the-dashboard
• https://fishtank.firefishsoftware.com/using-the-dashboard-diary

 

Analytics 

Deactivated Users on Reports Dashboard – Job Activity 

Version(s): Basic/Professional/Enterprise

On the Reports Dashboard, on the Job module we can now see actions performed by users who are now deactivated.  
 
NOTE: Currently this is change is only for Display options within the Job Activity dataset (Job Activity, Activity Date, Activity User and Follow Up Date) but this functionality will be introduced to other Job module datasets in future weeks.

 

 

The ‘Deactivated Users’ filter in the Users dropdown allows filtering on these users. 

When viewing the data for users who are deactivated, it shows the original user with ’Deactivated’ in brackets.   

 
 

 Web 

Removed Marketing Category 

Version(s): Professional/Enterprise 

We have removed the Marketing category in our sites. With this we have changed the location of our Marketing Lists and Job Alerts. 

Job Alerts is now a separate tab in the Candidate Portal menu item. 

   Marketing Lists is now under the People menu. 

 

 Fish Tank Article(s) 

• https://fishtank.firefishsoftware.com/marketing-lists 

• https://fishtank.firefishsoftware.com/making-your-job-alerts/mailshots-on-brand