March 2023 Product Release Notes

Review in depth Product notes from our March release

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

Our 1st major release of 2023 emphasizes key features from highly requested customer feedback and is aligned with our current Product Roadmap. We are releasing these features for the continued enhancement of your experience with Crelate:

This is all of course in addition to the continuation of our You Asked, We Delivered series, which has seen us release over two dozen features requested directly by you this year. We look forward to optimizing your Crelate experience allowing you to move faster and make even more placements.


Enabled Workflow Stages NEW

Crelate is adding the ability to link Recruiting Workflow Stages directly to a Sequence. This will let your users add Contacts directly to a Sequence when adding or moving Contacts in their workflows. Administrators can link a Sequence by selecting a shared Sequence in Settings | Workflows | Recruiting Workflow and selecting a stage.

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We have created a new area that will be displayed on the Job/Opportunity dashboard for linked stages. This will provide Users with the status of the contact on the specific sequence. Users will be able to quickly see if the Contact is Active, Paused, or has a Positive or Negative result phase of the sequence.

Contacts that have been added by a stage change will also have a ‘New Sequence’ icon in the Activity section of the Contact tile. If they are active on the Sequence, it will be blue and if they are no longer active it will be gray.

Contacts in the Sequence will also have the Regarding set on the ‘Contact In Sequence’ page to allow filtering.

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Contacts that have completed all steps will no longer be able to be removed from a Sequence, only stopped or canceled.

Regarding and Date Added filters will let you track Opportunity-specific metrics.

Metrics Step Total Tiles NEW

Three new Metrics Tiles have been added to help provide visibility into how many times users are Skipping or Bypassing the Wait on steps, and how many steps have been Completed.

  • Total Steps Completed

  • Total Steps Skipped

  • Total steps with Wait Bypassed

Step Creation CHANGED

Step Name will now be blank by default and Step Timings will now have a “Minutes” option, replacing the “Seconds” option.

Note: Existing Sequences steps that use Seconds will be upgraded to the nearest minute.

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Contact Sequence Side Panel ENHANCEMENT

Step actions will now be available in the timeline panel for all steps and statuses.

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Search for Sequences NEW

We have added a new Sequences filter to the Search page. This search filter will help Users find contacts that are on or have been on a Sequence.


Schedule Sending Reporting Chart emails to Users NEW

Users with Full Reporting Permissions will be able to use the new “Configure Scheduled Emails” option to schedule emails with reporting Charts. This new pop-up will allow the selection of up to 5 Charts and the format of the attachment (CSV or XLSX).

Users will be able to select the hour of the day and what days of the week or the beginning, or the end of the month as recurring sending options.

Note: The exact time an email goes out is not guaranteed.

Ability to give specific User Roles Read access to Report Pages NEW

Administrators will have a new Reporting Access setting. The Report Access setting is only available for users with Read Reporting Permissions settings. Roles with Read and Limited will be able to have access only to specified Report Pages. Administrators can still set this to Report Access to All if they want to let the User Role have Read access to all reports.

Set the User Role to:

  • Reporting Permissions = Read

  • Report Access = Limited

Then on the specific Report Pages select the User Role Access to configure option:

In the Select User Roles pop up you will have a list of the User Roles with Limited Access to select and enable access for the Report Page.

Reporting and Page Configurations changes ENHANCEMENT

Users will now be able to configure Report options as part of the configuration panel, as well as within the existing drop-down.

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Page Move Up and Move Down will be changed to Left Right to reflect the movement type

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Users will be able to set the order of their selected Favorites and the order of the other Report tabs. This is controlled with the Move Left and Move Right configuration options, just like the page options.

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Users will be able to copy a chart to another Report Page using the “Duplicate to” configure item. This will function like the current Duplicate but will allow users to specify the destination Report and Page as part of this enhancement.

Additional Reporting Data Fields Available NEW

We’ve added additional fields to report on, enabling you to gain further insight into your candidate pipelines.

  • Opportunity Loss Reason

  • Candidate Pass Reason

  • Applied From/Source *This information will also be displayed in the Activity stream on the associated record


Important: We’ve made significant improvements to Submittals. Please be sure to review the Upgrade Impact guide for details on how this may affect reports.

New Submittals Dialog ENHANCEMENT

We’ve completely revamped the submittals dialog. The new experience allows for faster and better adding of candidates to submit directly from the dialog and separates the Submittal content from the Submittal details. Additionally, we’ve implemented a brand-new user experience for selecting documents to include in the Submittal.

Single Submittal Templates NEW

We’ve added a new toggle to set a Submittal template to ‘Single’ mode (all existing templates will be set to ‘Bulk’). Using this mode prevents the need to use the repeating candidate list box when creating the template.

Default Submittal Template by Opportunity Type NEW

We’ve added the ability to set a Default Submittal Template per Opportunity Type.

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Submit Candidates via the Client Portal NEW

We’ve added the option to add candidates to client portals as a method of submitting candidates.

Submittal Items NEW

We’ve introduced the concept of Submittal Items. One Submittal Item will exist per candidate in a Submittal. You can take action and assign credit per item by visiting the Submittal Items grid on the Submittals sub-tab of Opportunities.

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Submittals Items Reporting ENHANCEMENT

We’ve added the ability to create reports on Submittal Items utilizing metrics from the Submittal activity as well as the Status and Owner of the Submittal Item.


Email and Email Template Styling Options NEW

We have added the following new functionality to email templates:

  • Ability to highlight text

  • New fonts:

    • Calibri

    • Helvetica

    • Open Sans

    • Century Gothic

    • Arial

    • Courier New

    • Georgia

    • Tahoma

    • Times New Roman

    • Trebuchet MS

    • Verdana

    • Sans Serif

    • Serif

    • Monospace

  • Added a HEX color selector

Email Conversations NEW

We’ve added the concept of Email Conversations for auto-journaled email users. These conversations act as a container around email activities and group them together in the stream.

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Set Regarding Opportunity on Email responses NEW

The “Regarding Opportunity” is now visible in email responses and will appear in the activity stream of opportunities.

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Track Email Views NEW

We’ve added the ability to track when an email has been viewed on emails. This will display in the activity stream.

NOTE: Viewed means that the email was opened by any user on the TO, CC, or BCC line of the email who does not have tracking pixel blocking enabled.

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Email Response Notifications NEW

Users in organizations that have journaling enabled can now elect to get in-app notifications when a contact has replied to an email sent via Crelate.

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Profile/Preferences ‘Notifications’ Page NEW

We’ve moved all settings related to Reminders, In-App Notifications, and Email Notifications from the ‘Preferences’ page to a new ‘Notifications’ page in Profile/Preferences.

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Ability to Save Draft Emails NEW

We’ve added the ability to save email activities as drafts. This only applies to single-send email activities.

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Profile/Preferences ‘My Emails’ Page NEW

We’ve added a new ‘My Emails’ page to Profile/Preferences to show and manage your Draft and Sent emails.

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Required Fields NEW

Requiring fields are here! Our new required fields feature will allow admins to ensure specific fields in their organization are entered before creating new records. This is done from Settings | Core Records | Customize Form. Required fields are currently only enforced in the web user interface on all forms. Note: This does not include Data Import+, Crelate Connector, or the API.

You Asked, We Delivered:

Company Record Updates and New Company Website Options:

Crelate is adding new Company Websites

  • Career Page

  • Leadership / People

  • Twitter

  • Other (alternate)

Company Record Header CHANGED

  • Twitter Icon will link directly to the Company’s Twitter website

  • Primary Email in the header will now be the Company’s Primary Website

Job Portal

Salary/Range Required Setting NEW

We’ve added a new setting to Portal settings to toggle whether Salary/Range is a required field when publishing jobs to your portal

Client Portal

‘On Client Portal’ field on Opportunities NEW

We’ve added a new property on Opportunity records that denotes whether they are on the client portal or not. This property can be added to opportunity grids and is also an available filter in Find.


Candidates List Display in Subject field NEW

The ‘List of submitted candidate names’ data slug will now display names in {First Name} {Last Name} format instead of {Last Name}, {First Name}.

Contacts Lookup

Filter contacts by Current Position/Company ENHANCEMENT

The search in contacts lookups will now also search by Current Position / Company.

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Job Publishing Toggle ENHANCEMENT

We have added a new setting on job publishing that toggles whether Salary/Range should be a required field. This new update complies with many states that are passing legislation to make salary information legally required.

Timecard Find Filter for Time Entry Format ENHANCEMENT

When viewing timecards, there is now a new “Time Entry Format” filter.

What's Next?

Check out our release webinar to learn even more about our upcoming feature releases.

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