General

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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.

  7. Provide a Send Job Description to Candidate Button

    While viewing a job description you have imported/uploaded into Exelare, it would be helpful to be able to click a button that would automatically open a new draft email with the selected Job Description pasted underneath the body of your email and above your signature. This way you may quickly email a candidate a Job Description for them to review and include a personalized message to the candidate.

    4 votes
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    Well it isn’t exactly what you are asking (a button in the Job), but you can go to any candidate record (or multiple candidate records at the same time) and then click on ‘Send>JobList". This will open a new email with your available jobs on the right hand side. Choose the Job(s) you want to include in the email and then hit send! Hint: Make sure to click on ’Stylesheets’ and choose a stylesheet that you like before sending the job out.

  8. Display selected Job Description in a ITabs preview.

    Make it possible to preview Job Descriptions the same way you are able to preview a candidates resume when searching through a list of candidate names.

    5 votes
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  9. Prompt users if they would like to include an Unsubscribe link

    Rather than automatically including an Unsubscribed link when emailing multiple contacts at one time, prompt the Exelare user if they would like to include the Opt-Out/Unsubscribed link when sending Bulk emails.

    It would also be helpful if Exelare did not prompt or automatically include the Unsubscribed link if a user is emailing less than 20 contacts at one time.

    1 vote
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  10. Incorporate Sovren's Semantic Search Engine for additional candidate matching

    We really love Exelare and cBizOne and our company has been using it since 2007 in Australia. I have used many different recruiting tools over a 23 year career and believe this would make it a top performing product.

    Many vendors have implemented semantic searching into their products which allow much better search results saving time and therefore money. We are at a disadvantage without this technology. Finding candidates that match a particular "profile" is much more accurate than just searching for keywords. http://www.sovren.com/sovren-semantic-matching-engine/

    3 votes
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  11. The ability to send a text message from Exelaire that is associated with a phone number from Pinger.

    I would like the ability to send a text message from Exelaire that is associated with a phone number from Pinger.

    0 votes
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