Release notes April 2024

PARTNER FRAMEWORK: Divide partner custom actions between multiple icons

We recently created a partner functionality 'Partner custom actions' and made various improvements for it. Previously these custom actions were always shown as option below the icon/button 'Custom actions'. So if you had three partners that had custom actions in a candidate detail and each partner had four custom actions, we would show one 'Custom actions'-icon with below it the twelve actions. Since our partners really like the custom actions; we have made it possible to create individual partner custom action buttons. This way it is for example be possible to create three partner buttons in a candidate detail, each showing their own custom actions. The icons are not partner specific, so it is also possible to for example 'divide' the custom actions across icons differently. To create your own icons, the new button 'Icons' is shown in client setting 'Partner framework - Custom actions' (GE288). After adding an icon, it is possible to select it when adding/updating a partner action. If an icon only has one custom action connected to it, it will immediately execute the custom action when clicking on the icon. If an icon has multiple custom actions connected to it, it will show the custom actions of the connected custom actions in a similar way as we do for the generic icon.

GENERAL: Notes' screen in kanban

We have added a notes screen to show you all available notes in the Kanban view. This also allows you to add and change notes as you are used to in the dossier module.

GENERAL: Exclude 'Last commercial contact'- date from search query

We have implemented the option that you can check if the 'Last Commercial Contact'-date is EXCLUDED from the search. Therefor you find results of people you have not spoken to in a certain period of time! Due note that you have to configure it well to show you correct results that make sense! Also do note that it will also show you results that do not have a date set!

CRM: 'Last commercial contact'-date available on Contact Person level

We have made it possible to filter on 'Last commercial contact'-date on the Contact person level. This will automatically be possible if you use this functionality!

CALENDAR: Setting to manage appointment types for appointmentplanner

Within the appointment planner you have the option the select different Appointment types. Some are standard and some are dependent on your caldav sync with ether Microsoft or Google. With this new setting you are able to configure which types should be available and which type should be the default. This is a user setting, available for key users.

TASKS: New icon to change (list, level or tree) view

In the task module it is possible to switch between different views (list, level or tree view). This used to be part of the left panel. There is now a new button at the top right of the Tasks module to switch between these views.

INTERACTIONS: Address fields are now available in forms for Projects

Interaction forms can be used to create or update Projects. The following fields are now also available to use in these interaction forms: - Address - Postal code - City - State - Country - Location

CSM: Sales field 'Heard of us' now available in Go! settings

One of the select lists in the Sales module is the 'Heard of us' type. It is now possible to configure these types in the Client settings in OTYS GO! (GE355)

VACANCIES: Contact persons in LM Viewers widget are copied when creating a new version

In the 'LM viewers' widget additional contact persons can be selected who should see the vacancy in their portal. When you create new versions of a vacancy, these contact persons will now also be copied to the new version.

CANDIDATES: Added extra fields to de-doubling script

Candidate 'extra fields' are now included in the automated de-doubling script.

CALENDAR: Attendees and appointment types included in sync

When a calendar item is synced to OTYS, we now check if the email(s) of the attendee(s) matches an OTYS Consultant (user), Candidate or Contact and link this person as a participant. We also make sure that the calendar item is visible in the dossier of the linked candidate or contact. This should work for Outlook and Gmail.

If a calendar category in Outlook is selected, we check if this matches with an OTYS calendar type (client setting GE82). If yes, use that type. If not, we create a new type. If we know the color of the new type from Outlook, we add this as well when creating the type in OTYS.

PARTNER FRAMEWORK: Passing users language to partners

As part of our OTYS Partner Framework, we have Go! Partner actions which allow partners to add 'actions' (for example a button in a candidate detail) that will lead to partner interfaces and Go! Partner SSO which allows partners to authenticate the users executing these actions. Partners might have multiple language versions of their user interfaces and they were already able to show the user interface in a specific language based upon a client setting. However, OTYS was not able to 'pass' the interface language of the specific user executing the partner action. Now this is possible. When configuring a partner action URL, you can now include merge field '($currentApplicationLanguage$)' as a URL parameter which will merge into the language code of the current OTYS Go! user interface of the user (for example 'en'). Additionally when retrieving SSO data using method 'Otys.Services.SsoService.getUser' or 'Otys.Services.SsoService.getClientAndUser' we will now provide you with field 'defaultLanguage' in current object 'User' to pass the default language (language of OTYS Go! user interface that by default opens if user logs in). This can be used by OTYS partners to better determine in which language their user interface should be shown in specific use cases.