This update includes new features, improvements, and bug fixes designed to make your experience even better. It will be rolled out to customers starting 31st July 2026.

TABLE OF CONTENTS

• New Features:
  • Merge Duplicate Companies
  • Click-to-Dial Now Respects Phone Consent
  • Filter Candidate Pipeline by CV Sender
  • Filter Job Kanban by Latest CV Date
  • Convert Informational-Only Companies to Real Companies
  • Reporting Targets Can Now Be Set to Zero
  • New Jobs do not default to Active
  • Active Contract Placements Highlighted on Placement Tabs
  • Wider Dashboard Layout on Large Screens
  • Improved Hiring Manager Suggestions in AI Leads
  • Improved accuracy of Teams automatic Checklist population
• Bug Fixes:
  • Call Transcription Checklist Order Fixed
  • Recently Viewed Opens the Correct Person
  • Removed Workflows Stay Visible in Interaction History
  • Dark mode adjustments

New Features:

Merge Duplicate Companies

Duplicate company records can now be merged from the three-dot menu on a company profile.

You can review both companies before confirming the merge, choose which details to keep, and bring related records across to the surviving company. The duplicate record is removed once the merge completes, and the change is recorded in the audit trail.

A new permission has been added to control access to this. By default, the permission is disabled for all personas, so an Administrator will need to add this permission to the relevant personas.

Click-to-Dial Now Respects Phone Consent

Click-to-dial now checks the relevant phone consent before starting a call. If consent has not been granted, the call is blocked for both personal and professional numbers and the user will receive an error.

Filter Candidate Pipeline by CV Sender

Candidate Pipeline now includes a CV Sent By filter, so you can narrow candidates by the active user who sent the most recent CV for that job. The filter is also available when saving a view.

Filter Job Kanban by Latest CV Date

Job > Candidates Kanban now includes a Latest CV Date filter. Use it to find candidates whose most recent CV was updated within 1, 3, 6, 12, 18 or 24 months.

Convert Informational-Only Companies to Real Companies

Informational-only companies can now be converted into real company records directly from the company page. The convert action sits next to Archive in the 3 dot menu, and you'll be asked to confirm before the change is made.

Reporting Targets Can Now Be Set to Zero

The reporting target template now accepts 0 as a target value, allowing you to overwrite an existing target.

New Jobs do not default to Active

When creating a new Job, the Status field now starts blank instead of defaulting to Active. This change has been made to help reduce the instances where a User meant to create a Lead but left the field as Active instead.

Active Contract Placements Highlighted on Placement Tabs

Active Contract Placements are now marked with a small green label on Company, Job, and Person Placement tabs to make them easier to identify. Active placements are also shown first in the list.

Wider Dashboard Layout on Large Screens

The dashboard now uses more of the available width on large and wide screens, so you can see more on the page without extra wasted space. On those screens, Actions and PTCs also switch to a table view so more rows are visible at once.

Improved Hiring Manager Suggestions in AI Leads

We have been working on AI Leads to use more signals when suggesting a Hiring Manager for a Lead, which should give you a better starting point when reviewing new opportunities.

Improved accuracy of Teams automatic Checklist population

We have made some changes that improve the accuracy of real-time Checklist population during Teams meetings.

Bug Fixes:

Call Transcription Checklist Order Fixed

Call Transcription checklist questions now stay in the same order as configured in Checklist Management, including the Teams in-meeting checklist overlay. Unanswered items no longer jump to the top.

Recently Viewed Opens the Correct Person

Recently Viewed no longer duplicates people when switching between tabs, and it now opens the correct person record.

Removed Workflows Stay Visible in Interaction History

If someone is removed from a workflow, it still stays visible in Interaction History > Workflow.

Dark mode adjustments

We have made a few adjustments to ensure all areas of the system correctly reflect dark mode.