Infinity v1.9 Release Overview:
Synety Integration - Synety phone software allows users to automatically make phone calls from within Infinity.
Synety
Enhancement 40691 – Synety Integration
Synety phone software allows users to automatically make phone calls from within Infinity.
Click on a phone number in Infinity, and Synety will phone you, and then phone the candidate / contact to allow you to talk to them
To configure Infinity, the ‘Phone Manager Options’ tab allows you to select ‘Synety’ as a provider. The User Administration screen then has a ‘Synety Account’ tab, to allow you to enter your ‘Account Number’ and ‘Password’ as provided by Synety.
The ‘Telecoms’ reference data screen allows you to indicate which telecoms automatically integrate with Synety (Phone Software column). By Default, ‘Home Phone’, ’Work Phone’, ‘DDI’, ‘Switchboard’ and ‘Mobile’ are automatically configured.
To make a phone call:
- Click a telecom on the candidate or company pages.
- The Event logger screen appears
- Enter the device you wish to be called on (e.g. mobile, work phone) (This will default to the last device used)
- Enter the ‘Category’ (This is used for Synety reports)
- Click ‘Make Call’
- The consultant then receives a phone call
- Once the consultant has picked up the call, the candidate/contact receives a phone call (The consultant hears the ringing tone until the candidate/contact picks up the call)
- The consultant Talks to the candidate/contact
- Click ‘Log’ to log the event (It is not possible to cancel once a call has started)
- The event log has a link to Synety from which you call see the call times and download the audio file (Call recordings are not kept forever, 3 Months, 12 Months or specially agreed 7 years. If the recording is no longer stored, the button to download the recording will no longer be available)
Temps
Enhancement 41795/41793 – ‘Paint availability’/’Paint Unavailability’ buttons added to the ‘Temps Calendar
You can Click & Drag to quickly and easily mark the candidate as available/unavailable. In the month view, clicking a day will make them available for the whole day.
Enhancement 42134 – Unavailability reason added to the toolbar in the ‘Temps Calendar’.
The ‘Paint unavailability’ functionality uses the unavailability reason by default.
Enhancement 42137 – Temps calendar to default to ‘paint unavailability’ by default
Enhancement 42132 – Paint functionality also available on the Job / Placement page
The month view defaults a 9.00 to 5.00 shift. The week/daily view requires the user to drag to select the times.
Enhancement 41798 – I DON’T want the unavailability reason to be mandatory,
The ‘unavailability reason’ is no longer mandatory. This allows the ‘Paint unavailability’ button to quickly assign unavailability.
Enhancement 41797 – I DON’T want to be warned that I need to save when exiting the calendar after adding availability/unavailability on the CN, JB, PL pages
The warning message that appeared when exiting the candidates ‘Temps Calendar’ has been removed.
Enhancement 41796 – I DON’T want to be prompted to Auto scan the CN CV / JB Notes, when adding a job title
On a new database, the ‘Auto scan when adding to main pages’ option defaults to ‘Never’
This is a user option, in the General section
Enhancement 38662 – The candidate ‘Temp Calendar’ displays placement details when you select a placement: Company, Job Title, Main Contact, Placement Status
This is also an option to open the placement
Enhancement 41799 – Candidates in search results from a temp job page who are ‘available’ will be higher up the list than the candidates who are ‘unknown’
The ‘percentage availability’ column is based on candidates who are either ‘available’ or ‘unknown’. If multiple candidates have the same ‘percentage availability’, then the candidates specifically marked as ‘available’ in their Temps calendar, are higher up than those who are unknown (i.e. they are not marked as ‘available’ or ‘unavailable’)
This is a database option that is off by default
Enhancement 42136 – Temps Calendar on the candidate, job and placement page to use the month view by default
Enhancement 42140 – Candidate Temps calendar to indicate placements by adding the placement icon to the unavailability entry
Enhancement 42138 – Ctrl-Drag - Copy functionality in Temps calendar
- Hold down the Ctrl key while dragging an availability/unavailability entry in the Temps Calendar, and a copy will be made.
- Multi-select availability/unavailability entries, and then Ctrl-Drag, the multiple entries are copied
- This functionality is also available on the Job and Placement pages
Enhancement 42143 – Temps Job ‘search’ buttons consolidated into one button
- Clicking the button either runs the search for the first time using defaults, or runs the last run search against that Job
- Selecting ‘Run Search Defaults’ from the drop down arrow, Runs the search using defaults
- Selecting ‘Search Criteria’ from the drop down arrow, takes you to the search criteria screen, with the last run search populated
- The Contract, Perm and Fixed Term Jobs have had the search button renamed to ‘Search Criteria’ to provide consistent functionality
Enhancement 42136 – Temps calendar defaults to displaying 9.00 to 5.00.
The calendar defaults to 9.00 to 5.00 on the Candidate, Job and Placement pages
Enhancement 42142 – The word ‘appointment’ has been removed from the Temps Calendar
This functionality is available on the Candidate, Job and Placement pages
Enhancement 42141 – The ‘ASAP’ tick box has been removed from the temp job page
Cosmetic changes
Enhancement 41575 – Update Voyager Logo on Log in Screen with the new 'gold' version
When running the Infinity client, the splash screen displays the new Voyager logo and the new Infinity logo.
Enhancement 41603 – Change the colour of the application menu tab and title bar to match the new Voyager 'gold logo'
In the ‘DevExpress Dark Style’ Skin the Infinity title bar displays the same colour as the rest of the page
Enhancement 41604 – Change the background colour of the dashboard from white to match the new skin colour of black
In the ‘DevExpress Dark Style’ Skin the Dashboard has a black background. In the ‘Office 2010 Blue’ skin the Dashboard has a white background.
Reports
Enhancement 41813 – As a SaaS user, I want to be able to add actual dates to on demand reports
SaaS users running reports from the ‘reports’ button on the quick access toolbar, will now have a date range option to specify the date range for the report.
SaaS users running reports from the ‘scheduled reports’ option in the administration screen, will continue to have the ‘Date PARAM values’ drop down e.g. Day Before, Current Day, Next Day, Last Week etc.
SaaS users now have the same parameters functionality as Non-SaaS users for the report available from the quick access toolbar, although the way the reports run is different.
Enhancement 39421 – As a SaaS on demand report user, I want to hide reports which have ended their occurrences
One-off column has been added to the ‘scheduled reports’ tab of the administration screen. One-off reports are SaaS reports run from the ‘reports’ button on the quick access toolbar. Once a one-off report has been run it is permanently removed from the scheduled reports grid.
There is a new tick box ‘Show schedules which have finished their recurrence’, which is off by default. Therefore, when you enter the admin screen ‘scheduled reports tab’, you will not see finished reports by default. (finished reports are reports that have ended their occurrence and do not include one-off reports)
Other enhancements
Enhancement 41894/41895/38829/41162/41896 – Login changes
Each user account can only be logged in once, at any given time.
- If a user attempts to log in with a user account that is already logged in, they will see a ‘Close Open Sessions’ window informing them of the details of the user who is already logged in. They are warned that data may be lost if they close the session. Clicking ‘OK’ will close the other session and allow the user to log in.
- Provided you have entered a correct username and password; you do not require extra permissions to close the session.
- This functionality can be used to close sessions that did not shut down correctly, to prevent them using a license
- The user who has had their session terminated will see a ‘Session Terminated’ message the next time Infinity communicates with the server. Their only option is to exit Infinity. Any unsaved work will be lost.
- The outlook add-in also conforms. If the outlook add-in hasn’t communicated with the server for the timeout period, then the session will have been automatically logged out and you won’t see the message.
- To close a session from the ‘Licenses’ tab in the administration screen, you require the ‘close session’ permission
Administration screen – Licenses tab
- There are 3 new columns in the ‘Session Information grid’: ‘Id’, ‘Logged Out Reason’ and ‘Logged Out by Session Id’
- This provides better auditing of sessions
Enhancement 39040 – Events tab loads 25 events and automatically loads more when you scroll down
The event tab will display 25 events by default
When you scroll down, older events are automatically displayed
The ‘Show all events’ screen has had the paging toolbars at the top removed and the sort order radio buttons removed (you can sort by clicking the column header)
Enhancement 39515 – New option for Broadbean data source to skip emails if no attachments
The Broadbean iCapture datas ource has a new ‘Skip If No Attachments’ option, that works in combination with the ‘Post new applications to iCapture’ setting
If both these settings are enabled, then Applications will automatically be listed in the ‘results’ screen from the Job page, but will not be automatically posted to iCapture, unless they have attachments.
Enhancement 39026 – Shortlist and opening Shortlist tab
Database queries have been optimised to allow more rapid loading of the shortlist.
Enhancement 42166 – New Report: Closed Jobs Report
- Jobs that are closed within the date range.
- This report requires the ‘Automatically log job status change events’ setting to be on, so that Job Closed dates are logged.
- CVs, Interviews and Placements are not filtered by date. They are included in the report stats provided they are for a job closed in the date range.
- The excel spreadsheet will have two tabs, ‘Jobs closed by consultant’ and ‘Jobs closed by client’
Jobs Closed by Consultant
Jobs Closed by Client
Enhancement 42158 – Diagnostics reports now include hardware details
Known issue
Broadbean warning message on Windows 7
On Windows 7, if you don’t fill in the ‘Broadcast As’ option, then you cannot see the ‘OK’ button on the warning message box.
Hit Return and the keyboard to continue past the message
Fixes Included
13 Issues have been fixed.
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