📈My Assistant: Leads & Opportunities & Locations
Leads & Opportunities
In My Assistant, it is now possible to view your leads and/or opportunities funnels, in a manner similar to how matches and vacancies have been accessible for some time. The tabs will be visible to all users who have access to the Leads and Opportunities module in Carerix. For proper display and usage, it is necessary for the Leads & Opportunities module to be active in your Carerix and for phase groups to be utilized. A Lead or Opportunity phase must be linked to a Lead or Opportunity phase group. The phase groups define the counters at the top of My Assistant.
Select office(s)
It has been possible for a while to select multiple colleagues. To make it easier to display the numbers and funnel of an entire office, it is now possible to select one or more offices. The numbers of the different users connected to the selected office(s) will then be added together.
💡Tip: Offices will be displayed in the selection list after you choose to show offices in the My Assistant options. Only offices and data to which the user has access rights according to their user role permissions will be shown.
Browsing selection from preview
When the preview is called up from My Assistant, it is now possible to use the arrows at the top left of the preview to scroll forward or backward through the selection that is currently active.
🔐Identity & Access Management: Linked Accounts in User Cards
With the addition of the 'linked accounts' panel in user cards, it is easier for administrators to manage their users in relation to Single Sign On (SSO) solutions. Administrators can check if a linked account exists and potentially unlink it.
More information about the possibilities regarding SSO can be found in the Carerix Help Center.
🤖 Small Improvements and Bug Fixes
Each release contains small improvements and bug fixes that enhance performance and user experience. Not all of these are visible to the end user. If the release includes changes that directly affect the software's behavior and user experience, they will be briefly explained below.
We have implemented several improvements in the software regarding session management. These lead to a significant reduction in the unannounced and unwanted logging out of users. This issue occurred in certain specific usage scenarios.
It is now possible to filter placement-related information in the vacancy dossier overviews.
It is now possible to arrange the tabs of My Assistant in the desired order. Please note: this is a user-specific order. The order of the tabs does not affect the starting situation when a user returns to My Assistant. When you have been away, you always return to the last visited tab and possibly tile.
The match funnel in the company file erroneously only showed the total number of matches without filtering for the company in question. We have repaired this.