General

  1. "Page 1 of 1" count update to "Page 1 of (>1)"

    Within the active candidate view, you should not have to click "Get Item Count" to see the "Page 1 of 1" count update to "Page 1 of (>1)". It should show the total number of pages available and not default to 1.

    2 votes
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  2. Candidate-Contact-Company - Cross Association with Employment dates

    Example: When you perform an advanced search for candidates - The search can identify in the facet section on the left - How many candidates and contacts worked at the same company at the same date
    EXAMPLE: Search for a Project Engineer - Company = Monsanto, Kraft, Exxon, Dow, Abbott = Facet shows 4 contacts and candidates that worked in the same company at the same time -

    WHY?
    This is useful to be able to call a company contact listed to ask about the candidate or call another candidate and ask about another candidate that came up in the…

    1 vote
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  3. 7 votes
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  4. Other software developers offer a text trail/thread or an incoming option sent to a WEB URL where the incoming message is received within th

    Other software developers offer a text trail/thread or an incoming option sent to a WEB URL where the incoming message is received within the software rather than having to go to your email to look. I don't think Exelare does that but it would be a great feature saving you time of accessing email every time you want to view the incoming messages. That way they could tie the mobile number to the name in the database and you would know right away who the message is from.

    4 votes
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  5. SUBMIT CANDIDATE FEEDBACK

    The most time consuming event in any recruiters life is getting feedback after submitting a resume. It would be excellent if a simple Feedback Icon could be included on the candidate submit email form that would allow the hiring authority to reject, approve or request interview of a candidate that you submit. It could either generate another email or bring up a web form for the feedback or interview request.

    6 votes
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  6. 1 vote
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  7. You should add a "Not Equal To" Search so you can eliminate certain records from a search. <>

    Allow you Search to eliminate records by a "Not Equal To Value or Phrase". For example. If I search for all Records that have a value in the Category Field = to "Employee" but then want to eliminate from that list all Records that have a Group = "1099" , I have no way of doing that currently.

    19 votes
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  8. Control T to schedule a task associated with currently highlighted job, client, candidate, etc...

    I would like to be able to schedule tasks with a keyboard shortcut. I like to move quickly and clicking 3 times with the mouse to do a simple task like creating a task seems excessive.

    4 votes
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  9. "Select" button for searches

    While qualifying candidates from a search, it would be nice to be able to select the ones you like quickly while scrolling down the list, then after you are done filtering though, THEN select the activity that you wish to perform on the "selected" items within the search: email, merge, delete, mark as "whatever"...

    2 votes
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  10. Interview Confirmation Email

    When scheduling an interview for a candidate, have a check box "Send Interview Confirmation" - When checked it will spawn an email to the client contact and candidate with date and time information template email.

    16 votes
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  11. Create an -Apply Email Rule to all Contacts at Company- button

    Lets say you have created a company record for 'ABCDEFG Company' and you have then imported the names of 10 contacts who work at ''ABCDEFG Company' and you have now linked their names as contacts at the company. Lets say you only have John Doe's email address, but you notice the format of John Doe's email address to be john.doe@abcdefgcompany.com. So you can reasonably assume the email addresses of the 9 other contacts follows the same format firstname.lastname@abcdefgcompany.com. Rather than having to go into each contacts record and manually fill out their email address, it would…

    5 votes
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  12. Design Candidate hyperlinks for email that open in exelare

    When emailing co-workers about candidates, it would be great if there would be a way to include a hyperlink that automagically changes focus to the active candidate record in Exelare.

    I can't visualize the programming involved in such a feature, but that would be pretty slick ;)

    1 vote
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  13. Output Candidate Record to PDF

    Ability to output the candidates record including Qnotes to a PDF. The reason is to have the ability of emailing the candidate record to another recruiter outside of your company for the purpose of doing split business and sharing candidates.

    6 votes
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  14. Record Revenue

    It would be nice to be able to record revenue on a placement and then be able to report on that revenue by recruiter and account. This does not have to be a separate Module. It could be included in the Job Record when a job is opened with another field in the Job Record for $. Then a simple single report that can show revenue by recruiter and the account. Later enhancements can be split calculation and a graphical report for dashboard. From a competitive standpoint, other ATS's have this ability.

    7 votes
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  15. I would like to speak to someone about a basic credentialing module. A lot of Healthcare staffing companies can use this feature.

    You have the key components. Credentialing allows you to put an expiration date on documents that you attach. Then you auto email the candidate about the upcoming expiration at time intervals (i.e. 90, 60, 30, 15, 10, 5...) Allowing them to upload the new document would be extremely nice but just reminding them and someone internal would be awesome with a document expiration report that could be run. Call me for more info but if you had this feature, a lot of Healthcare staffing firms could really use your product exclusively

    3 votes
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  16. make a rule that prevents users from accidentally opening the same candidate record in two separate windows

    Make a rule that prevents users from accidentally opening the same candidate record in two separate windows (currently having a candidate's record open in two separate windows on one users desktop can lead to the user accidentally deleting information from the candidate record even if the user hits the save button within both windows). When navigating away from Exelare to perform other tasks, often times a candidate record you may have had open has found its way down to the task bar. Once the user has navigated back to Exelare intuitively the user clicks on the candidate's name within Exelare…

    4 votes
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  17. Name column to calendar and activity tab within the jobs section

    having to click open every activity is a waste of time -- there needs to be a column showing the candidates that is tied to the activity -- having to click open each activity is crazy... same with the calendar why cant u see the name on the calendar.. needs to be fixed

    1 vote
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  18. auto Save or pop up box for qnotes

    its to easy to click off of qnotes - why not have it auto save or ask you if you want to save your notes.. so when you are on the phone with a client and they are asking about multiple candidates you dont click away losing evev click on another record you dont lose everything

    1 vote
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  19. Completed Task

    Any chance we can get a box to check to complete a task instead of having to open the item?

    7 votes
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  20. Email Tracking - when opened, how many times etc

    I use an Add-in in Outlook called Contact Monkey, which allows me to see when clients and contacts open emails I send from outlook. I can also see how many times they have opened them. It allows you to strike while the iron is hot! Some sort of integration with a tool or built in feature in Exelare would be great. Unfortunately to use this feature I have to forego the Resume Submission feature and cc the outgoing mail dropbox to have the emails stored in cBizOne/Exelare.
    Many leading CRM's now incorporate this type of feature, it would be very…

    7 votes
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    Hi David, we now have integrations with both SendGrid & Mandrill. If you use their servers on your Outgoing Mails, you can login to their Dashboards & see the clicks, opens, etc… It isn’t build directly in to Exelare, but you can still get those stats if you want. Please email marketing@cbizsoft.com if you would like more info on how this works.

    We will consider integrating it more tightly in the future if we get more requests for this as well.

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