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CV Auto Recognition form now supports icons from drop down menu. These are specified using the following system settings:
CVAR: Demographics Icon
CVAR: Skills Icon
CVAR: HRXML Icon
CVAR: Comments Icon
CVAR: Work History Icon
CVAR: Education History Icon
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CV Auto Recognition form now displays the title of the selected option in the panel on the Auto Recognise tab.
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CV Auto Recognition now allows the user to scroll through the CV horizontally if required.
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Requirement rates calculator now only shows figures for calculating totals when working on the standard rate.
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Requirement rates calculator now only shows figures for calculating totals when working on the standard rate.
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Actions no longer default to selecting the last template available. They now select the first one by default.
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Placement documents action now inserts the placement reference into the Email subject. Two templates have been updated:
ActionsV7\Mail-Merge\Placement\Contract\Candidate\Candidate Placement Letter.htm
ActionsV7\Mail-Merge\Placement\Contract\Client\Client Placement Letter.htm
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Contact Title is now available as a merge field when editing action templates. (Requires Contact view to be rebuilt after install using the Tools->Entity Views option).
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When adding or removing a candidate from multiple shifts in the booking sheet a progress bar is now displayed to show the user that some activity is
occurring.
NOTE: This requires a new field on the Booking Sheet form - a Progress bar named "Progress" - See dev DB for an example.
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A new Payment Received now requires saving before Invoice Lines can be associated with it.
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Template editor now shows all fields.
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Running the "Send Job Specification" from within a requirement from a tab other than the shortlist now displays a clearer message informing the user they must select someone on the shortlist first.
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Fixed bug that would not carry a Placement's currency across to generated Timesheets.
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Select entity type form no longer displays with hour class mouse pointer (File, new, Requirement etc).
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When the shortlist stage action is run and the next logical stage is "offer made" the offer amount is correctly displayed without having to re-select that stage.
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Within a Placement/Requirement the temps tab no longer unnecessarily reloads data when the user switches back and forth between tabs.
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Obscure bug fixed with history menu where loading different records with the same display text (E.G. two contacts with the same name)
meant that items on the menu stopped working.
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Free text searching against the CV and any other documents now works for values including special chars and punctuation (E.G. "C#", ".Net", "C++").
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If an error occurs while retrieving chart data the relevant error is now displayed within the chart, rather than "Error 0-".
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Added confirmation of Invoice production to Consolidation.
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Fixed bug in Requirement Upload action that did not upload the correct job location.
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CV auto recognition now clears the suburb fields between CVs.
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Meeting action now creates a single scheduled activity for all contacts, rather than one per contact.
NOTE: Requires new template files "ActionsV7\Mail-Merge\Task Templates\Meeting Note History.txt" & "ActionsV7\Mail-Merge\Task Templates\Meeting Follow-Up.txt".
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When you run a search within a requirement and results are returned, followed by another search where no results are returned the CV/Summary display is now cleared.
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Email processor rule generation no longer results in a type mismatch error.
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Requirement candidate summary updated - requires new copy of template file "ActionsV7\Requirement\Candidate Summary.htm".
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Grid now remembers the filter boolean operator on a user by user basis (And/Or).
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Deleting a user who has created filters on grids no longer results in a FK constraint violation.
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Interview action now defaults interview type to the next logical interview, rather than the first missing one.
For example if the telephone interview is skipped and a 1st interview is arranged, then the system will default the next interview to be the 2nd, rather than returning to the telephone interview.
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Placement stage action now allows the user to update the termination details when a placement is terminated.
NOTE: Requires 3 new fields on the PlacementStage action form (field name - field type) - see Dev DB for example:
PlacementStageTerminatedBy - Text/Combo (Look up)
PlacementStageTerminationReason - Text/Combo (Look up)
PlacementStageEndDate - Date
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When the shortlist stage action is run to record a offer made the correct rate is picked up based upon the requirement's type (contract, temp or permanent).
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The advanced search within the Temp Booking Sheet now loads with the correct fields when a new user first opens the form.
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The dashboard charts no longer error when working of a new/empty DB where no data is available.
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New operator now available within the grid filters "Does Not Contain" which allows searching for all records that do not contain text within a particular field.
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In order to make the list more manageable Requirement searches are no longer shown in the Contact search list by default. They can still be viewed by removing the filter.
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When adding a Requirement from the Booking Sheet the type is now set to Temp.
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Redundant "Open Database" menu option removed (requires new menu XCB files).
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Occasionally tabs that should be invisible (E.G. Contract details when viewing a permanent requirement) were shown in the user clicked on the edge of the far left or right tab. This has now been fixed.
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Script editor now informs the user of errors in script when the attempt to apply/save changes.
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Manual Email processing overhauled. Now allows user to work through the Emails from top to bottom without closing the form.
Requires two new buttons on the "Process Email Message" form: "MoveNext" & "MovePrevious". See DevDB for example.
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Email grid no longer does a full refresh when an Email is processed - it simply removes the processed/deleted Email.
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When a temporary Requirement is saved the "Earliest Start Date" field is updated to the temp start date.
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In CV Auto Recognition filtering potential duplicate contacts by the "Work Tel No" field no longer results in an error.
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The CV shown in a requirement when searching for candidates now highlights words searched for using a trailing wild card character.
For example a search for "Win*" will highlight Windows, win98 etc.
These words are highlighted in yellow to distinguish them from the standard words searched for.
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New field type added - ChartFXAsync. This allows charts to be set up to retrieve the data on a
separate thread freeing up the UI.
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ASync charts now include an animation during load to indicate to the user that the chart is retrieving data (Ajax style).
The application uses a file named "ChartBusy.avi" that must be placed in the same folder as the exe.
Two new system settings added to specify the size of the AVI host control:
System Settings: "CHART: Loading AVI width", "CHART: Loading AVI height".
These will default to 24x24 which matches the default avi supplied.
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ASync charts employed on the dashboard so that the application load no longer waits for the intitial chart data to be returned.
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Contact record users menu now works as expected.
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Clicking the note history/scheduled activity menu options from the companies list now selects the correct tab.
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Placement invoice contact/address fields now cleared correctly when loading a new placement record.
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Sales Invoice generation now uses two new views for the line items:
v_BO_SalesInvoiceLines_NoTimesheet - for permanent sales invoices.
v_BO_SalesInvoiceLines_WithTimesheet - for contract sales invoices.
Any fields that the user would like merged should be placed into these views and they will be inserted into the line section replacing a placeholder with the corresponding name.
For example if a field named "LineCandidateJobTitle" is added to the view and the text "##LineCandidateJobTitle##" inserted into the line section of the sales invoice template then it will be merged.
Any placeholders that are not found in the view are stripped from the HTML - this way placeholders that are only relevant to one type of invoice can be inserted and will simply be removed if they are not relevant.
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Intermittant problem on Contacts/Companies list forms where filter was not applied correctly now fixed.
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You can now cancel a grid fill during the "Executing Query..." stage and the filter will still work without having to refresh the grid.
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Grids now apply a system default for the maximum number of rows initially displayed.
System Setting: GRID: Default Max Rows
This will default to 50 if the system setting is not present.
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To improve system performance and decrease server load grids no longer retrieve the total number of records unless requested by the user.
A new option is available on the menu on the top right of the grid that allows the user to show the total row count.
This has been left on within the entity search and requirement candidate search as total number of results was considered important.
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Filters applied to the standard grids (for example contact) are no longer applied within the entity search.
Any filter applied to the entity search is now transient.
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Code around alpha grid improved for loading of placements, requirements, work history, education history, and references on the contact/company form.
The code no longer re-applies the grid layout whenever a grid is refreshed.
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It is now possible to filter the booking sheet to only see confirmed, unconfirmed or empty bookings.
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It is now possible to clear all shifts from a requirement or all shifts on the selected day.
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Drag drop on the booking sheet is now more reliable.
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Tooltips made more concise for temps.
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When the start and end dates are modified on a temp requirement any shifts that now fall outside of those dates are deleted.
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The start and end dates of a requriement can now be modified when entering a recurring shift. If the start and end dates are set outside those of the requirement the requirement will be extended.
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The booking sheet no longer does a full refresh when a candidate is confirmed/unconfirmed/removed from multiple shifts - only the required shifts are updated speeding up the UI.
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Field captions in entity search no longer show "&" chars from field labels.
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The rates grid in the placement no longer auto sizes columns which resulted in a messed up layout.
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Deleting an address from a company that is in use as a site address on a requirement no longer results in a FK constraint violation.
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Queries that return a small number of results now execute slightly faster.
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Intermittent problem on contacts grid where the initial grid comes up empty and refuses to filter etc should now be resolved.
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Recent changes made to diary to prevent duplicate tasks being shown in the daily view have now been applied to the weekly and monthly views.
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Added a prompt to Consolidation that asks a user for an Invoice Date to be applied to any created Sales Invoices.
This relies on the System Setting "Prompt For Invoice Date" default value = 0
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Fixed bug in CreateSalesInvoiceFromTimesheet that used a ClientContactID for the creating of Invoice Numbers.
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Changed Purchase Invoices so that a Candidate can be picked and then
relevant Placements are listed against the PI.
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Changed the Grid Columns in searching for Placements in a Purchase Invoice
to a defined data set.
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When viewing the diary for multiple users a task that is associated with more than one user is only shown once, rather than repeating for each user.
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Rates can now be edited for each candidate within the shift form.
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From within the shift form a candidate can now be confirmed, unconfirmed and removed from all shifts on the related requirement.
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The tooltip that is shown within the booking sheet when the user hovers over a shift now shows the start and end date/time of the shift.
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When the user hovers over an empty slot on the booking sheet the standard rate is shown if one is set for the requirement.
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The contract tab is now visible within temp requirements to allow the user to edit rates.
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When a candidate temp placement is created all rates are copied from the respective requirement.
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Within the shift form the candidate's basic contact information is now shown in the grid to allow the user to contact them without having to drill into their record.
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Hitting return on the first and last name fields within the booking sheet will now run the simple search.
