About this Guide
This guide is designed to help Crelate System Administrators understand the potential user impact of an upcoming release of Crelate. The guide provides additional insights that Crelate System Administrators should be aware of. Crelate provides this guide ahead of scheduled releases to allow Crelate System Administrators time to prepare for and take advantage of new or changing system capabilities.
About Crelate Upgrades
All upgrades to Crelate are automatic, benefit all users, and typically require no user action. However, not all system upgrades are on by default. System Administrators may need to opt in or opt out of some new functionality. We know change can be disruptive, and we work hard to ensure System Administrators have the flexibility to control when new features are available to their teams.
Crelate AI Insights Agent - New
Impact | We're introducing the brand-new Crelate Insights Agent! |
Severity | Medium |
Applies To | All Users |
Action Required | To start using the Insights Agent, you'll need to purchase the add-on. Once enabled, your team can start uncovering new talent and data insights you're not yet tracking. |
SKU | All |
The Crelate AI Insights Agent is designed to help keep your recruiting database current by reviewing and updating candidate and company information on a monthly basis. This feature reduces the need for manual updates by identifying changes such as new job titles, company details, and contact information. By keeping your data more accurate and relevant over time, the AI Insights Agent supports better search results, reporting, and engagement with talent.
Inactive Contacts - Changed
Impact | You may no longer be able to perform certain actions on contacts marked with an inactive status. |
Severity | Medium |
Applies To | All Organizations using Insights |
Action Required | Please review your contact statuses and any contacts currently marked as inactive to ensure they are not ones you intend to take action on. You may need to update their status if ongoing activity is expected. |
SKU | All |
We’ve updated how inactive contact statuses work to better align with data governance and platform efficiency. This improvement gives Clients greater control over which Contacts in the system are optionally eligible for AI and other automated Crelate features.
You can now configure visibility and communication preferences for active statuses in your org settings. This capability was previously only available for statuses with a meaning of Inactive or Do Not Use.
To make contact Active, utilize the status drop-down option on the record.
Contacts that have been interacted with in the last 90 days (ex: activity created, email sent, etc.) cannot be set to a status with a meaning of Inactive.
Once a Contact is marked with an Inactive status:
You cannot create new activities on them
You cannot update or edit their contact fields
They will not receive journaled emails or text messages
They cannot be added to new opportunities
Their documents will be set to read-only, and you cannot upload new documents
What's Next?
Looking for more on our release? Check out a sneak peek of what's to come!