October 2023 Impact Guide

A guide for Administrative users to learn of upcoming subscription changes

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

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 is a shortened version of our “What’s New” documentation and 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.

Each improvement includes a description of the impact and when available, administrative options available to minimize the impact on your users.

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 users. To minimize potential business impact, new features of Crelate are often off by default for existing customers and other features may be turned off if a customer chooses to do so. Occasionally, we make changes the behavior or look and feel of a feature. System administrators should review this guide to understand their options, any potential impacts to their users and any actions they may have to take to either take advantage of new functionality; or hide new functionality depending on their organization’s needs.

NEW – This is a new feature or functionality. It may need to be enabled and configured.

IMPROVED – This is a change to an existing feature.

CHANGED – This is an existing feature or behavior that has changed, and users need to be aware.

Features

  1. Track Email Open Default

  2. Core Record "Add to List"

  3. Indeed Disposition Data


“Track Email Open” ON by default – CHANGE

Impact

The “Track Email Open” button in emails will be checked by default

Severity

Medium

Applies To

All users

Action Required

None

SKU

All

The “Track Email Open” button will be checked by default. Users will still be able to uncheck this if they do not want their email opens tracked.

A screenshot of a computer

Description automatically generated

Core Record “Add to List” – CHANGED

Impact

Adding Core Records to lists will sort by most recent

Severity

Low

Applies To

All Users

Action Required

None

SKU

All

When adding core records to lists, it will default the sorting to users recently used lists. Previously, it sorted by alphabetical order.

Indeed Disposition Data – CHANGED

Impact

Disposition data will now be turned ON for all customers with an Indeed Integration that have not explicitly turned it off prior

Severity

Low

Applies To

Indeed Users

Action Required

If you do not want to share this data and be a part of the “Responsive Employer” program with Indeed, you will need to turn your Indeed Disposition Data off manually in settings

SKU

All

Previously, disposition data was turned “Off” for all Orgs, but with the new Responsive Employer program from Indeed, this will now be turned on by default for all orgs with an Indeed integration, unless you have explicitly turned it off in the past. Companies that have the Responsive Employer Badge on Indeed get more clicks and more applicants to their jobs on average.


What's Next?

Learn more about these updates and new features being released via our What's New and Release Webinars

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