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Release Notes - 24.08.02 (August 24)Release: This release consists of the development undertaken under the sprints: 24.08.01 & 24.08.02. Key Features: Ordnance Survey Integration, Rich Text Formatting for Notes, New Checklist User Group setting and more... Upgrade Date: 06/09/24 |
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EnhancementsINTEGRATION - Ordnance Survey - Postcode Lookup Colleague can now integrate with Ordnance Survey (UK) to provide an address lookup based on the Postcode. Ordnance Survey charge for access based on a premium plan (https://osdatahub.os.uk/plans) Colleague uses the 'OS Places API'. This is available free of charge under a 60 day trial, after which OS will charge your account £0.01 per address lookup. When enabled, on all the address forms throughout the system, a User can enter a postcode and then click on a magnify glass to lookup and select the associated addresses.
To setup the integration, go to this website: https://osdatahub.os.uk/ Register an Account
Create an API Key
Add API to Colleague
NOTES - Notes Updated to use Rich Text Formatting (Rather Than Plain Textbox) In this release, we have updated the Notes windows to support rich text formatting (as opposed to plain text only). When on any entity record, the Notes window on the landing tab and the Notes tab area have all been updated to support our full text editor. This includes the ability to now store images in the Notes area as well. We have also redesigned the Notes Toolbar with a new minimised toolbar. This gives users a more 'cleaner' looking text box UI. If users require other formatting options, please click on the down arrow (right handside) to show the rest of the settings.
CHECKLISTS - Complete Checklist Item Permission Setting (User Group) There is now an extra User Group setting within the Admin area for Checklist items. This will set which User Groups are able to complete the Checklist item.
COMPANY & CONTACT - 'Options' button added to 'Linked Candidates' table Company & Contact records The 'Linked Candidates' section on the Company and Contact record has been updated to allow for custom column options. You will find the 'Options' button in the toolbar when the 'Linked Candidates' partial view is open.
REQUIREMENT - 'Initial Notice Period' Field added to Requirement The Placement record has a Notice Period field and Initial Notice Period field. The 'Initial Notice Period' has now been added to the Requirement record and will be pulled through into the Offer form.
Ltd/Umbrella Placements - Ability to find all Placements linked to Ltd/Umbrella Company When on a Company record, if the Company is an Umbrella company (acting as the Payee Company for the Contractor), there is now a new section for viewing all the Placement records associated to the Umbrella. You will find this option on the 'View More' of the Company called 'Ltd/Umbrella Placements'. Similar to 'Linked Candidates', this section will also give you the option to filter the Placements by Placement Type (Perm, Contract, Fixed Term) and whether it is a Current, Future or Past Placement.
TASKS - New Task Filter Options - Today/Tomorrow The Task form has been updated with extra filter options so that users can see the Tasks they have due 'Today' or 'Tomorrow'.
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Minor UI TweaksLink to Example Boolean Search Phrases There is now an 'Info' icon available on the Text Criteria area of the Search. This takes the User to a page with a list of example Boolean Search strings for guidance.
Leads Help Section added option to Lead Record There is now a 'Help' option available on the toolbar of the Lead record. This will take a User to a User Guide on how to use Leads and provide feedback.
Retainers Help Section added to Retainer tab There is now a 'Help' option available on the Retainer tab on the Requirement. This will take a User to a User Guide on how to use Retainers and provide feedback.
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Bug FixesPersonal Settings - Column Settings and other Options reverting to Default Following a recurring issue regarding the loss of personal setting preferences, we have rewritten the way in which Personal/Global settings are held. This will resolve and should offer efficiencies in page loading. NB: The trade off will be the need to log out and back in when changing Global/Personal Settings for changes to take effect.
Merge Field Failures in Templates Users raised a scenario where certain merge fields were failing to load data as expected. We have updated the merge field process to account for the character issues. There is also a new prefix option available with merge fields.
Issue when trying to add a new Invoice Address from a Placement It was raised that the 'Add New' / Save button would show briefly and then be hidden when trying to create a new Invoice Address from a Placement. This has now been resolved.
Ensure Users can not have spaces appended after their names An odd scenario with a User dropdown field highlighted that it was possible to create a User with a space appended at the end of the name. This then had knock effects to the User dropdowns. When creating a new user, any spaces after the name will now be trimmed.
Default Team Overview Panels not assigned when New User Created When creating a new User, it was raised that the User was not given the default set of standard Team Overview panels. This has now been resolved.
Performance Enhancements to 'Suggested Candidates' feature on Requirement We deployed an updated store procedure as a hotfix during the last sprint to improve the performance of the 'Suggested Candidates' feature.
Adding new Company not saving Social Media Links It was raised that when adding a new Company record, it would not save any assigned Social Media Links. This has now been resolved.
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