📈 Kanban View Now Available for Placements in My Assistant
Previously, it was already possible to use Kanban for matches, and now you can do the same with placements in My Assistant. Drag & drop freely to create a clear board displaying your placements by status, ensuring you always have insight into the current situation.
🤖 Minor Improvements and Bug Fixes
Every release includes minor improvements and bug fixes to enhance performance and user experience. Not all changes are visible to the end user. If the release contains updates that directly affect the behavior and user experience of the software, they will be briefly explained below.
When writing an email and the email popup is open, it will now remain open even when using Carerix AI simultaneously.
In Calendar 2.0, when selecting colleagues to view schedules side by side, the same colleagues will now be suggested as participants when creating a new appointment.
The calendar will now also provide location suggestions based on the addresses registered in your Carerix offices. If addresses from different offices match, they will only be shown once.
Previews for Contacts and Clients have been added to My Assistant. This allows you to view basic information for these records directly from My Assistant, with the option to click through to the detail screen.
Custom translations are now also possible for the updated elements within the Carerix interface (My Assistant, Agenda 2.0, etc.).
It is now possible to specify whether a stage in the Lead & Opportunity process should be interpreted as successful.
⚠️ Note: This has the following impact on the Carerix Datasource product:
The tables CROpportunityStage and CRLeadStage will receive a new column:
IS_SUCCESSFUL