Releases tagged: crm

Craig Brown February 14th, 2018

Update: Beamery 3.0: Rolling out soon

At Beamery, we are continuously developing new solutions and releasing them on an almost weekly basis. The time has therefore come to introduce a new, more intuitive navigation as the flagship element to our upcoming Beamery 3.0 release. You’ll enjoy a faster application experience and notice that there’s now more space for us to grow.

How will the new navigation work?

The all new navigation is broken down into four primary components:

  1. The Main Navigation bar is where you’ll see some familiar features grouped into products’, these being the CRM, Talent Marketing and Reporting. The navigation bar will always appear no matter where you are in the app
  2. The Features bar contains the primary functions within each Beamery product group; in the CRM for example, you’ll see tabs for Vacancies, Pools and the People database
  3. The Sub-Navigation bar sits directly below and includes all filters and actions associated with each function in the above Features bar’
  4. The main content section which contains all of your important pipeline, marketing and reporting data

Where will everything live?

The new Beamery 3.0 navigation starts at your home dashboard. It shows your tasks, candidates, vacancies and pools as you can see in the current navigation.

The new CRM view contains Vacancies, Pools and the re-named People’ database (currently called All Contacts’ in Beamery), and is where you’ll find all candidates and leads. Marketing brings together Campaigns, Pages & Forms and the Beamery Widget into one place, whereas currently in Beamery, these features exist in the main navigation and within your Settings. Reporting remains as a separate item but moves to the new navigation bar and contains all of the same reports you currently use.

Candidate Quick Search’ is always accessible no matter where you are in Beamery, as is the Advanced’ search experience, both of which you can find at the top right in the new navigation.

The Notifications’ and Explore Beamery’ modules along with your account Settings remain in the main navigation, but you’ll now find these in the bottom left of the screen (currently at the top right of Beamery). For all of these features, once you’ve clicked, you’ll find everything in exactly the same place as before.

The new navigation has been updated on our mobile app as well, so you can continue to manage Beamery on the go. The mobile navigation specifically supports the People database, quick search, mini-profiles and Tasks, but you will still have access to at least part of the functionalities of the remaining features.

So what's new?

The new navigation brings you a faster and more intuitive experience as we continue to grow Beamery (and of course, it looks a lot better!). The new layout means we can add new products and solutions into the main navigation bar, and new features that complement existing ones; you’ll see this with the upcoming launch of Beamery 3.0.

Join our Webinar next week

We’re hosting a Webinar next Wednesday so we can show you the all new Beamery navigation as part of Beamery 3.0. If you’d like to join us, just click here to register.

Romuald Restout November 24th, 2017

Update: Release Notes - November 22nd, 2017

We're announcing 2 significant improvements with our latest release:

1. Our new extension gives recruiters all the functionality and flexibility of the mini profile right into your browser.
2. You can now create and manage all your custom forms with our easy-to-use form builder

New Chrome Extension

We are excited to announce that in this release our Chrome Extension is as powerful as the mini profile! This will give recruiters the essential tools without moving to the main app.

Our new Chrome Extension provides recruiters with more capabilities than ever before.

With more information readily available, and access to every aspect of the mini profile while sourcing, there's less need to break your workflow and log into the main application.

The new extension is now available to all customers, after being tested with a few of our customers.

The update will be done automatically. Depending on your security settings, you might be prompted by Chrome to update your old extension.

Following are some of the additional features added. A complete description will be available in help documents once the extension is released

Search for existing Contact

Search your database from the chrome extension to see whether you already have a relationship with a candidate. If they do, you'll be able to see all their information without leaving the extension.

Contact Summary

You can now view work history as well as manage vacancy stages in the extension, just like in the mini profile.

Contact - Related

Add quick notes and tasks, and see a summary of the most recent ones from your team.

Contact - Files

No longer do you have to click on the full profile to see existing files like resumes. You can view full list of files that are attached to a candidate profile without leaving the extension.

Resume Parsing

Resumes are now parsed directly and immediately from within the extension. You can 'refresh' data from enrichment and resumes directly into the extension.

Form Builder

Form Builder allows companies to create and manage their own forms. Forms let candidates register interest, join your talent network and receive relevant updates without having to apply.

You can manage your forms in the “Settings” component of Beamery app.

A new menu item is now available in the menu on the left-hand side. Existing forms are shown on the right-hand side of the screen

All details of the form can be managed directly within the form builder:

  • the Form name and URL
  • the title and description of the form
  • add, delete and organise the questions to be asked to candidates
  • questions can be linked to custom fields that appear directly on the contact profile and in the contact lists, and can be filtered on and searched on.

For more details on how to create and manage forms within Beamery, please consult the help pages.


New Features

  • Form Builder

Updates

  • Chrome Extension

Bugfixes

  • Support for older versions of Microsoft Word, Powerpoint, and Excel in Contact Profile

  • Exporting to CSV does not export primary phone numbers

  • Enable sorting on custom string fields

  • Editing Custom Dropdown fields produces multiple columns in the grid

  • Summary of talent pipelines states they're used for vacancies; should say used for talent pools

  • Mini Profile not updating with data from parsed cv but can see in Full Profile

Sultan Saidov November 17th, 2017

Update: Release Notes - November 15th, 2017

With this release, we have re-invented our own extension and brought in all the power of the mini profile right into your browser.

New Chrome Extension

We are excited to announce that in this release our Chrome Extension is as powerful as the mini profile! This will give recruiters the essential tools without moving to the main app.

Our new Chrome Extension provides recruiters with more capabilities than ever before.

With more information readily available, and access to every aspect of the mini profile while sourcing, there's less need to break your workflow and log into the main applicai.

If you would like to join the beta customers, provide your feedback, and enjoy the new extension ahead of all other customers, please contact your Customer Success Manager who will arrange for you to get the extension setup.

The new extension will become available to all customers in a couple of weeks. The update will be done automatically. Depending on your security settings, you might be prompted by Chrome to update your old extension.




Following are some of the additional features added. A complete description will be available in help documents once the extension is released

Search for existing Contact

Search your database from the chrome extension to see whether you already have a relationship with a candidate. If they do, you'll be able to see all their information without leaving the extension.

Contact Summary

You can now view work history as well as manage vacancy stages in the extension, just like in the mini profile.

Contact - Related

Add quick notes and tasks, and see a summary of the most recent ones from your team.

Contact - Files

No longer do you have to click on the full profile to see existing files like resumes. You can view full list of files that are attached to a candidate profile without leaving the extension.

Resume Parsing

Resumes are now parsed directly and immediately from within the extension. You can 'refresh' data from enrichment and resumes directly into the extension.


Updates

  • Chrome extension

Romuald Restout November 1st, 2017

Update: Release Notes - November 1st, 2017

With this release, we have made 2 changes requested by many users, that greatly improve the usability of Beamery:

1. We have added a new view of the contacts in a pool, broken down based on the status of the candidates.

2. We are now saving the changes each user makes to the columns that are visible in the All Contacts section of the app.

Pool Navigation

You can now see the status of candidates for the talent pool in a similar manner to vacancies.

When opening the contact view of a pool, you will now have a bar displaying at the top showing how many candidates you have in the pool, for each candidate status. By selecting one of the statuses, the contact list will be filtered to display only the candidates with this particular status.

This gives recruiters and sourcers a better understanding of the strength of their talent pools and helps them identify what activities to prioritize.

Re-ordering columns in the "All Contacts" view

The contact fields that are important to an organisation will vary for each organisation, which is why Beamery offers the ability to create custom fields. We also allow users to re-order columns in the "All Contacts" grid to match their requirements.

However, having taken feedback onboard, we recognised that this reordering was cumbersome when there are lots of fields in a grid, and changes were not saved between sessions.

New Functionality

Following our update, users can continue to edit their views. Moving forward though, these changes are saved and re-applied the next time the user logs in.


Updates

  • Talent Pool Navigation

  • Column Visibility in All Contacts