October 2023 - What's New
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

With our October release, we bring updates based on your direct feedback and update a few newly released features.

Select the links below to jump to a unique feature.


The new API has been built from the ground up to take advantage of a new technology stack, improving usability, performance, and Crelate’s ability to add new functionality more quickly based on customer feedback. In fact, we have already added a few highly requested features to the baseline of the new API.

Expect to hear even more about further API updates in the months to come as we continue to add new functionality, expand existing features, and make it even easier for partners to integrate.

Relationships and Splits NEW:

⚡Tracking who has contributed to a placement and Commission calculation just got easier, using Splits and Relationships to capture who did what on each placement, then export to Excel to apply your own custom calculations.

Relationships feature will allow users to relate their Opportunity and Placement records to other core records in Crelate, including Users. The Splits feature is built on top of the Relationships feature and allows users to specify a percentage of the Placement value that should be given to each Related Record.

Chrome Extension Updates IMPROVED:

The Chrome Extension icon now displays a visual indicator when viewing the profile of a contact whose record status or company record status is marked as "Do Not Use."

This applies to both newly added contacts and those that already exist in Crelate. We have also updated the wording when viewing the profile of a contact whose record or company record is associated with a "Do Not Use" record status.

Please note: the displayed record status name corresponds to the "Do Not Use" meaning within the Record Status field.

Internal/Project Timekeeping NEW:

You can now simplify the process of tracking and submitting time for opportunities and projects.

This update eliminates the previous requirement of having a Placement record associated with an Opportunity in order to log time. To log internal/project time, Users must first be added to the Internal Timekeeping Users grid on the Settings |Global Settings page and will then be given access to the Employee Center where they can select an Opportunity instead of an Assignment when adding a Time Card.

You Asked, We Delivered:

The Faster Way to Open Records NEW:

Enjoy a more efficient workflow by right-clicking on Contacts, Companies, or Jobs in various grids throughout the system, and opening them up in a new tab, never having to navigate away.

Title & Names in Browser Tabs NEW:

As you explore major areas of the application, views, and certain records, you’ll notice a dynamic change in your browser tab title, which accurately reflects the contents of the page you’re on. This enhancement will make it easier to stay organized and determine which tab has which candidate!

Bulk Edit Updates IMPROVED:

We have enhanced our bulk editing feature to now allow you to edit custom fields on all core records. Additionally, users can now bulk edit the Label field that is available on the Job Dashboard.

Reporting Updates IMPROVED:

We’ve improved and expanded access to a convenient filter that allows users to look ahead at “Next”(Year, Month, and Quarter) activities in reporting.

Easier to Add Data Tables NEW:

Add data tables directly to your reports from the “Add” wizard.

Search Filter for “On Employment Search” NEW:

The new filter in the Search is available when searching through companies for “On Employment Search” for more precise filtering:

Job: Enables you to select one or more Employment Search opportunity

Stage: Enables you to select one or more Employment Search workflow stages

Faster Way to Add Company Charts and Tables NEW:

We’ve included new default report templates for Companies including:

  • Companies Added by User

  • Companies Added over Time

  • Companies Added by User over Time

  • More fields available (Created On date as a field on Activity reports)

Integration with Appcast NEW

Appcast is a leader in recruitment marketing and our integration, for existing AppCast clients, allows Appcast to query anonymized disposition data help inform workflows within the Appcast platform. This integration is supported by the AppCast team. Should you have questions please connect directly with them as Crelate does not assist in the setup process.

Are You Ready For It?

We are excited to announce FOUR NEW highly sought-after integrations to solve a multitude of business needs. Starting in October, we will be opening up applications for customers to join our Early Adopter Programs (EAP) for the following new features:

  • Power BI Advanced Reporting

  • Hubspot – Sales CRM

  • Sense – Sequencing and Workflow Automations

  • Embedded Payroll

If you have interest in participating in our EAP for any of these features, please complete the form below. We will do our best to support as many clients as possible but will ultimately manage on a first come first serve basis for the EAP.

💡ProTip: You can see detailed changes, patches, and weekly updates in our change log available at https://feedback.crelate.com/changelog

What's Next?

Looking for even more? Check out our detailed Product Release Notes. The perfect resource for any Owner, Operations Lead, or soon-to-be Crelate guru.

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