Release Notes June 2023
DASHBOARDS: Candidate preview CV in candidate widget
In the configuration of dashboard widgets, it is possible for various widgets to be configured to show 'extra fields'. In the Procedures widget, it was already possible to add a CV icon. Clicking on this CV icon would open the original CV preview overlay. This option was not yet available for the Candidates widget. Now it is also possible there.
PROPOSALS: Create external contract ID field for integrations
We have created a new field for the proposals called 'External Contract ID'. This field is specifically meant to store the ID of an external contract when there is an integration with an external party. This field can only be filled via API call 'SalesProposalService.update'. The field only shows in the info widget of the proposal if it is filled in. It is read-only in the interface. Via methods SalesProposalService.getDetail and SalesProposalService.getList, you can also retrieve the info for the field.
TIMESHEETS: Improve visibility in detail view of timesheets
We made some improvements to the timesheet detail by highlighting the filled-in hours. This makes checking the worked hours easier.
DASHBOARDS: Add 'Action date' to Procedure dashboard widget
We have added the 'Action date' to the Procedure dashboard widget. Now you can add the 'Action date' to the widget and sort on the entry date and Action date.
DASHBOARDS: 'Follow-up date' in candidate widget
We have made it possible to make the candidate widget more intuitive, where you can now sort on and select the follow-up date in this widget. Also, you can sort on the entry date now.
PROCEDURES: Add 'Action date' as a search criterion
We have made it possible to search on the criterion 'Action date' with the smart date range filter.
CRM: Last commercial contact date as a column in list views
Within OTYS, we have the possibility to define and search on a 'Last commercial contact date' by enabling client setting SE1713. This last commercial contact date was already shown in a customer (contact) detail but was not available as a configurable column in the customer list and contact person list. Now it is possible to add this column to both the customer list and contact person list of the CRM.
CSM: Add setting to define company URL in email signature
When sending an email via the OTYS system, you can have a company signature. In this signature, we have a standard website merge field that shows the website URL. Now that customers do not always have an OTYS website anymore, this URL field cannot be used. We created a new field that can be filled within the website setting 'Website - Company URL for email signature'. If you would like to have this field available in the email signature, please contact Support for a service request.
PRODUCT: Relation 'Statutory name' as a new merge field in proposals
In Sales proposals, it is possible to add various merge fields, including the customer name using the merge field '[klant]'. For some time now, a customer can also have a 'statutory name'. We are now also able to include that statutory name as a merge field in sales proposals. If you include '[werkgever_statuary]' in a sales proposal, it will be merged with the statutory name of the linked customer.
CANDIDATES: Create widget to show Job Search Agent (JSA) in candidate detail
When a candidate has a web user linked, the candidate can log in to the candidate portal. In here, it is possible to manage and create Job Search Agents, also known as Stored Queries. In OTYS Go!, we did not have the option to see these in the candidate detail.
We created a new widget called 'Job Search Agents' that allows you to see these for the candidate, and if you click on it, you can see the detail. If the user setting 'Candidates - Show Job Search Agent disable/enable button' is enabled, you can enable or disable the Job Search Agent for the candidate.
PROPOSALS: Define price of product based on the period set in the proposal
In the Product detail, we created a new widget called 'Price'. In here, you can define the individual price for the set periods in client setting 'Sales - Supported payment periods'. This is really useful when creating a proposal, and you set the period to 'Month'; it takes the price you filled in for 'Month' in the widget 'Price'. Before, you were only able to fill in one price, and the proposal would calculate based on the chosen option in the proposal. This could lead to "ugly" numbers. For instance, 1000 euros per year is 83.33 euros per month. Now you can fill in 83 euros, for example, and it will take that price.
TIMESHEETS: Column for last status change date/time
In the Timesheets module, it is possible to see and manage candidate timesheets. These timesheets have a 'last status date/time' (which is, for example, updated if a customer approves a timesheet). This 'Status change' field can now be added to a list view, so that you see the (sortable) last status date/time in the timesheets list.
VACANCIES: Add fields 'Salary (minimum)' and 'Salary (maximum)' for Google for Jobs
Google for Jobs supports the option to fill in a minimum and maximum value to define the salary range for the job. We only supported one salary value, and we have included the minimum and maximum values as well. These extra salary fields are automatically visible when the Google for Jobs functionality is enabled and available in the vacancy detail information widget.
DOSSIER: Make it possible to search on 'from' name in dossier
Within the dossier, in the Keyword search, it will now also search in the following fields:
Emails: From name
Emails: From email address
Emails: To name
Emails: To email address
This will make your searching in the dossier more accurate.
CRM: Add batch actions 'Delete' and 'Send email' for relation contacts
Within the client/user setting 'CRM - Enabled batch actions contact persons', you can configure the batch actions that should be available for a user. We added the option to 'delete' and 'send email' in batch when in the contact person list view.