Once again, we are very proud of our teams and to highlight this month's new features :)

Navigation

Kanban board

For the Candidates, Resources, CRM, Opportunities and Positionings modules, you can now choose between the current view (list) and the Kanban view.

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Overall explanation

The Kanban view will enable you to: 

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  1. See the total per State in your pipeline
  2. Change a card's state thanks to Drag and Drop
  3. Sort your cards according to different criteria

Good to know: 

To change the state of several cards, you'll need to use the toolbar.

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Here is how the cards work

Every card gives you information about:

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  1. The creation date
  2. How updated is the data via the chevrons. This way, you can view the latest and upcoming action type.

    Good to know: 

    The chevrons give you a time-related indication. As follows: 

    • Action (past mceclip3.png/ upcoming mceclip7.png) within 1 week
    • Action (past mceclip4.png / upcoming mceclip8.png) between 2 weeks and 3 months
    • Action (past mceclip5.png / upcoming mceclip9.png) more than 3 months
    • No action has been done mceclip6.pngor is to be done mceclip10.png
  3. The number of active positionings (for the Candidates/Ressources cards)
Using the arrows to switch from cards to cards

To help you save time when you navigate from one card to the other, you can now use the arrows to switch from cards to cards.

Good to know:

This feature only works if you're using the List view on the relevant modules.

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How to use the arrows

When you're viewing a card, you can now easily switch to another one. Boond will save the tab you're on.

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Daily use

This feature is very useful for recruitment, prospecting or when validating timesheets.

Indeed, we save the tab you're on. 

This way, for recruitment, when you've selected a number of profiles to view, you can switch from profiles to profiles and compare the technical data and skills.

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A smaller and more contrasting menu

We have redesigned the main menu bar to offer you more comfort and less scrolling

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Actions

Managing actions templates

For all of the modules, you now have the possibility to create templates and then to associate them to an action type.

Create personal templates

Directly from the action

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From your configuration

First name > Configuration > Actions templates tab

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Create shared templates

If you wish to create templates available for all of the managers, you need to do so from the Administration interface.

Administration > Advanced configuration > Templates tab

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Using the templates

When you need to create an action, you'll have the possibility to use a template.

Once you've selected it, the following fields will be pre-filled by the selected template:

  • action type
  • description

You'll just have to key in the content/body of the action.

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Beware:

Once the template has been selected, be careful not to select another one or you'll lose the text you had already entered.

If this happened, no worries, we've thought about it and you'll just need to click on the backwards arrow :)

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Regroup the indirect actions of CRM contacts and companies (opportunities, projects...)

From now on, all of the actions (direct or indirect) will be concatenated on the companies cards.

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This way, you'll be able to view actions linked to:

  • Contact
  • Project
  • Opportunities
  • Orders
  • Invoices

Feel free to use the advanced filters to filter per specific action type but also to view the actions linked to the subsidiaries.

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Actions titles are now clickable

To optimise your navigation, you can now click on the titles or sub-titles of the actions to open the related cards and this way directly go to:

  1. The Information tab of the relevant card
  2. The company for the actions on CRM contacts
Thanks to this, you can quickly go back to the main cards and retrieve useful information (contact details, previous actions...). Also, not to forget that now your actions can be minimised, this way you can keep taking notes and navigating at the same time. 

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Directly view the actions from the mobile app

Look, this is a little secret as this feature will only be available at the end of August / beginning of September, but we thought you'd still be happy to know about it Capture_d_e_cran_2021-07-02_a__12.32.00.png.

We're very happy to announce you that very soon, you'll be able to view the actions linked to companies, contacts and resources directly from the mobile app.

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Users rights and permissions

CRM : only see your companies and contacts

We have decided to give more accuracy to the rights related to the CRM.

From now on, you can:

  • choose with more precision the access given to the CRM companies. You can now completely hide all of the companies the manager is not responsible for.

    It's important to know that by hiding all of the companies, your manager will not be warned when a potential duplicate will be created.

  • authorise or not the creation of companies and/or contacts

Configuration on the admin interface

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Opportunities : hide the related CRM contact

To give more accuracy in the way you display the data in the opportunities, we now give you the possibility to authorise your users to:

  • only see the company name linked to the opportunity
  • see the company and the contact name linked to the opportunity

  • see neither the company nor the contact name linked to the opportunity

Configuration on the admin interface

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Other improvements

Beta-test version of a Portal recaping the new features and the ones to come

This is a first version, but it was very important for us to better communicate with you and thus give you a clear vision of the new features but also and foremost the ones coming up.

From this Portal, you'll be able to :

  • View all of the product feedback per category which helped us create new features

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  • View the features to come up which have been put in our roadmap

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Improvement of the extractions in the Reporting module

In order to avoid repetitive actions, we've added the possibility to transpose the extraction (transpose columns and lines displayed on your screen) in order to use filters on your extract.

By default, the feature is selected when extracting the data.

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Archiving the referential

To make it easier for you not only to clean your referential but also to keep your history, you can now archive some elements of the "Global settings" (ex: actions types, states, tools, activity areas, expertise areas, ...)

 

We hope that this tutorial has been of any help and we invite you to let us know by voting in the dedicated section below.

If you still have other questions, feel free to get in touch with our Support team :

Reach out to our support team

Tel : (+33) 03 62 27 61 05

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