🚀 What's new in Carerix version 5.415?
A new release is live! Below you'll read about the changes you'll notice most in your day-to-day work. And as always, there's a lot more going on behind the scenes than what you read here.
Recruitment Marketing Automation: New Version!
See what’s new in the brand new version of RMA - Your existing automations aren’t changed. But new automations will automatically start in the new version.
Renewed User Interface: Steps are grouped by purpose and update tasks have a much clearer view
Shared record steps: Add, Update, Archive and Restore now work the same way for candidates, contacts, companies, jobs, publications and meetings.
Richer candidate profiles: Automations can add or update education, courses, work history, skills and languages.
Leads, opportunities, Talentpools and Talentpoolstages: You can find, add and update leads and opportunities, and start automations when they change. This needs the sales process to be enabled.
Human Reviews: The new Review step pauses a flow until someone approves it. You can set it to Manual, Conditional or AI-assisted.
Safe by design: Records are archived rather than deleted, and adding a talent-pool membership keeps the existing ones.
Publication management: Automatically close, rewrite, renew, translate and/or publish your publications.
Also available for every workspace: email attachments, more Carerix triggers, and plain-date custom fields as trigger dates.
RMA - Trigger manual actions from My Assistant
If you enable an RMA automation from a manual starting point, you are able to trigger this automation from the My Assistant preview in Carerix! In this way you can easily start your automations for one specific file.
What else is new:
You can now filter on multiple emails in one automation. In this way you can trigger, remind or measure your responses.
🗂️ All your activities in one timeline
Emails, tasks, meetings, notes and status changes — together in one list in your preview.
In the previous release we added the Activities panel to your My Assistant previews. Now it's one timeline: the first icon on the right of a preview shows everything that happened around a record, newest first and grouped by month. Emails still to be sent, items without a date and anything planned are shown at the top. No more switching between tabs to get the full story of a candidate, vacancy or company.
What does this mean in practice?
Filter by type. Only want to see meetings and notes? Uncheck the rest. Every time you open a preview, all types are switched on again.
Search everything at once. The search box searches your emails, tasks, notes and the meetings stored in Carerix.
Status history included. Status changes are now part of the timeline (on matches, leads and opportunities you'll find them in the filter as Stage history).
Your familiar icons stay. Emails, Tasks, Meetings and Notes keep their own icon — now with a counter and a New button at the top.
ℹ️ Good to know: calendar meetings and status changes appear in the timeline, but can't be searched.
🪟 See which record previews you have open
Open something on top of a preview, and the preview underneath stays in view.
When you open another record's preview, a screen for a new record or the AI panel on top of a preview, the one underneath no longer disappears. It moves slightly to the side, gets a little smaller and turns grey, so you can see at a glance that you're working two layers deep. Close the top one and the previous one comes forward again.
What does this mean in practice?
Always know where you are. Up to two layers are shown behind the layer you're working in.
Calmer motion. Side panels now open and close with a short fade, instead of sliding in from the edge of your screen. If your device is set to reduce motion, the animation is left out.
🎙️ Transcripts on the details screen — now without Notetaker
All of a record's transcripts in their own tab.
The classic details screen of a candidate, vacancy, company, contact, match, talent pool, lead and opportunity now has a Transcripts tab, right after Meetings. Here you'll see all transcripts linked to the record — no matter who owns them — with the same columns and search as the Transcripts list. Click a row to read the transcript.
What does this mean in practice?
No Notetaker needed. Transcripts are now a Marketplace feature of their own, so you can also read transcripts of phone calls made through Enreach.
Easier to read. Transcripts without speakers, such as those from Enreach, now keep their line breaks instead of turning into one big block of text.
Linked to your calendar meetings. If the calendar (synchronization) module is switched on, a Meeting column shows which meeting a transcript belongs to. To download a recording you still need Notetaker.
ℹ️ You can switch on the Transcripts feature via the Marketplace. For more information about activation, please contact your Customer Success Manager!
✨ Fields that are easier to read
Clearer previews and Wizards, so you find what you're looking for faster.
Labels on one line. A long field label is shortened with "…" and appears in full when you hover over it. In full-page view the labels get more room and all values line up neatly.
Long lists as a dropdown. A checkbox list with the "Display as multiselect" setting now also appears in the preview as a searchable dropdown — with "Select all" and chosen values as labels you can remove one by one.
White statuses visible. A status or stage coloured white now has a thin grey border, so it no longer fades into the page.
🛠️ Minor Improvements & Bug Fixes
KVK: search by company name. When creating a company, you can now also enter a company name in the KVK lookup. Pick a result from the list and the new company is filled in for you. The KVK module works on the basis of the KVK API. To find companies by name, you need to search on the full name. For more information about the KVK module, read this article on help.carerix.com or go to the Carerix Marketplace in your application.
Notetaker: turn off recording downloads. With a new Notetaker setting, your organization can prevent users from downloading meeting recordings.
Back button: one click is enough. In some cases you had to click the back arrow in Carerix or your browser's Back button twice or more. We've fixed this. One click now takes you back.
Additional fields in the New Task Wizard. Additional/custom fields marked as 'required in new' in a configuration profile appear as required fields in the New Task Wizard again.
Emails in the right language. Sometimes an email based on a template started in English while the rest was in Dutch. The correct language is now used throughout.
Search panels. The Category dropdown when searching in talent pools works again, and the "Work location" label is now shown in the user's language.
Notetaker: Audio upload. The confirmation after uploading a recording now names your meeting instead of "Title", and if you choose a file type that isn't supported, you now get a message about it.
Removing a trusted device. Removing a trusted device from your account now completes properly and takes you back to your account page, instead of showing an error.