FileFinder Releases Overview

Release Overview – FileFinder 11.39

Here’s a snapshot of what we’ve delivered in this release:

  • FileFinder Browser, Browser Admin and O365 App icons have been updated to match the updated FileFinder Desktop icons in the previous version
  • People and Company records will now automatically open in a list after using Bulk Import
  • The default font size across all notes fields, including Memo Text, has been changed from 8 to 10
  • When viewing any Activity logs, the default font size has been increased to 10
  • Assignment Job Title field added to the Assignment Search screen
  • LinkedIn URL field added to Person Details reports
  • ‘Zip/Postcode’ field added as a selectable column in a person list
  • Mapping fields in Bulk (spreadsheet) Import are now set in a more logical order instead of being set alphabetically
  • Rich text editor (RTF) options are now available on main notes screen for all notes areas
  • “Compliance” tab added to Person bulk update screen in Desktop (when GatedTalent is not enabled)
  • Blank Email Address search has been added a separate section on the Person search screen
  • Flex and Introductions reports and picklists are now not shown if Flex and Introductions is not enabled in FileFinder Admin
  • “School” has been renamed to “Education” in Web Research to keep it consistent with the rest of FileFinder
  • Research Zone manager in Admin has been renamed to “Web Research Manager” to keep it consistent with the front-end Desktop
  • Fixed an issue with the Assignment company name not appearing in a Placed log
  • Fixed an issue with the Outlook Add-in Metadata not getting refreshed when publishing metadata in Admin

New Features/Functionality

 

FileFinder Browser, Browser Admin and O365 App icons have been updated to match the updated FileFinder Desktop icons in the previous version

 

FileFinder Browser

 

Browser Admin


O365 App

 

People and Company records will now automatically open in a list after using Bulk Import

 

 

 

The default font size across all notes fields, including Memo Text, has been changed from 8 to 10

 

 

When viewing any Activity logs, the default font size has been increased to 10

 

 

Assignment Job Title field added to the Assignment Search

 

LinkedIn URL field added to Person Details reports

 

 

 

‘Zip/Postcode’ field added as a selectable column in a person list

 

 

 

Mapping fields in Bulk (spreadsheet) Import are now set in a more logical order instead of being set alphabetically

 

 

 

Rich text editor (RTF) options are now available on main notes screen for all notes areas

 

 

 

“Compliance” tab added to Person bulk update screen in Desktop

 

 

 

Blank Email Address search has been added a separate section on the Person search screen

 

 

 

Flex and Introductions reports and picklists are now not shown if Flex and Introductions is not enabled in FileFinder Admin

 

 

School” has been renamed to “Education” in Web Research to keep it consistent with the rest of FileFinder

 

 

 

 

Research Zone manager in Admin has been renamed to “Web Research Manager” to keep it consistent with the front-end Desktop

Bug Fixes

 

Release Overview – FileFinder 11.38

Here’s a snapshot of what we’ve delivered in this release:

  • FileFinder Desktop, Admin and Outlook Add-in icons have been updated
  • Quick Import option has been added to the Person attachment area
  • Users can now dial out to external phone apps such as RingCentral or 3CX using FileFinder
  • FileFinder users can now post jobs to GatedTalent members free of charge
  • Company Location column added to the Work tab in Person Records
  • LinkedIn URL field added to Assignment Candidate reports
  • Associates field added to Assignment reports
  • Outlook Add-in result page size is now added as a configurable option
  • “Bulk Import” has been renamed to “Quick Import” in the Outlook Add-in
  • Fixed a crash when selecting and de-selecting records on the Person Work tab
  • Fixed an issue where placing a candidate retained the previous job’s direct line
  • Fixed an issue in Web Research where the ‘Document Category’ screen shows as blank when attaching a document to a person record

New Features/Functionality

 

 

 

 

 

 

 

 

 

 

 

 

 

Bug Fixes

 

Release Overview – FileFinder 11.37

Here’s a snapshot of what we’ve delivered in this release:

  • User can now add candidates to multiple Assignments and Flex Assignments either from the Person main record or a Person list
  • Password email templates have been updated for New and Reset Password emails
  • WebPort email templates have been updated for Assignment and Speculative roles
  • “Linked” option has been removed as a document storage type. “Indexed” will now be the default document storage type across the application
  • Fixed an issue with not being able to open a person record in the Desktop Outlook Add-in
  • Fixed an issue with not being able to open an existing person record from the Add new person screen
  • Fixed an issue with the Save and New button not working on the Company Contacts tab

 

New Features/Functionality

 

 

 

 

Bug Fixes

 

Release Overview – FileFinder 11.36

Here’s a snapshot of what we’ve delivered in this release:

  • Company name is now hyperlinked and can be opened when creating Work records in a Person record
  • Right-click “Add Education” option added to Education tab for Desktop and Browser
  • Currency field added to Assignment and Flex Assignment Candidate list in the System Default view
  • Team List has been set as a required field when adding a new user in Admin
  • Fixed an issue with ‘Identified Contacts’ column in a Marketing campaign not working
  • Fixed an issue with logging emails sent from Browser or Mobile Outlook where it would log against the wrong person
  • Fixed an issue when creating a new person from Look-up, required fields were being ignored and the person was not created

 

New Features/Functionality

 

 

 

 

 

 

Bug Fixes

 

  • When creating a new person from Look-up, required fields are ignored and the person is not created – FIXED
  • ‘Identified Contacts’ column in a Marketing campaign does not do anything – FIXED
  • Logging emails sent from Browser or Mobile Outlook logs it to the wrong person – FIXED
  • Logging email from Sent Items mixes up TO and FROM in the log and omits CC – FIXED
  • Crash updating Company Location if Introduction is open – FIXED
  • Scratchpad – does not check for duplicates – FIXED
  • Scratch Pad – Add new item does NOT put result at the top of the list – FIXED
  • Email Template – Assignment Company Contact – “Person Details with Education and Work History” model shows but shows no fields – This model has now been removed as no fields are associated with this model

Release Overview – FileFinder 11.35

Here’s a snapshot of what we’ve delivered in this release:

  • Create from Web’ button has been added to all add new Person screens
  • ‘Previous Employees’ option added on Details tab for Company record
  • Introduction logs are now viewable in Browser
  • Currency module in Desktop Admin will now display any default currency
  • Fixed an issue with the Compliance Home Page not updating properly
  • Fixed an issue with standard Invoice reports not showing the Company invoice address
  • Fixed a crash when using the Page View Designer in Admin

 

New Features/Functionality

 

 

 

 

 

 

 

 

 

Bug Fixes

 

  • When using Quick Import in Create from Web, it does not add LinkedIn URL to LinkedIn URL field – FIXED
  • Standard Invoice reports are not showing the Company invoice address – FIXED
  • Browser Summary tab on Person is not changing – FIXED
  • Compliance – GatedTalent authentication error in Browser – FIXED
  • Page View Designer was causing a crash on certain infoboxes – FIXED
  • Compliance Home Page was not updating properly – FIXED
  • Moving a Person to a new company has invalid dates added – FIXED
  • Resume/CV screening – changing candidate progress causes a crash – FIXED
  • Resume/CV screening – crash when removing media attribute from candidate – FIXED
  • WebPort API – Import Speculative Applicant – Employment Date To is incorrect if set as blank – FIXED
  • Crash when closing GatedTalent authentication login window in Desktop and Browser – FIXED

Release Overview – FileFinder 11.34

Here’s a snapshot of what we’ve delivered in this release:

  • Fixed an issue with sending out compliance emails to a candidate, any responses to that email were not coming through automatically in FileFinder
  • WebPort API: When a candidate applies for a specific role or speculatively, no email notifications are being sent to either the candidate or the client. This has now been configured so that the email notifications can be turned on or off for WebPort API clients
  • Fixed an issue with the attachment viewer not being able to open image files
  • Fixed an issue with updating Person and Company match values via the Deduplication Scores options in Admin. The colours and value weights were not affecting FileFinder’s Import Match functionality

 

Bug Fixes

 

  • Candidate updates from GatedTalent not working. FIXED.
  • WebPort API not sending notification emails. FIXED.
  • “Type” column is missing from the Company Assignments tab. FIXED.
  • JPG’s not opening in attachment viewer. FIXED.
  • “Title” field not coming through on GatedTalent compliance email templates. FIXED.
  • Deduplication Scores not saving in Admin. FIXED
  • WebPort adds double back slashes in the Job advert URL on email notifications. FIXED.
  • Crash when clicking Details of Resume/CV summary screen with a URL based CV. FIXED.

Release Overview – FileFinder 11.33

Here’s a snapshot of what we’ve delivered in this release:

  • Marketing campaigns have an option to turn off pagination like Assignments on the Marketing Contacts tab. By default, paging will be enabled
  • ‘LinkedIn URL’ field is available from the column chooser options on the Assignment Candidates tab
  • Person ‘URL’ field in the Assignment Candidate tab has been added as a clickable link
  • User can create a new log from the Person Log tab when there are no logs in the list
  • Unticking a current job on a Flex Assignment role will keep it on the Person Work tab and will no longer be removed
  • The duplicate sort order error message in Admin will display the number that is duplicate so that it is easily identifiable on longer lists
  • ‘Business Mobile’ field has been added as a mappable field in spreadsheet (CSV) import
  • Fixed LinkedIn Recruiter issues in Web Research

 

New Features/Functionality

 

  • Marketing campaigns have an option to turn off pagination like Assignments on the Marketing Contacts tab. By default, paging will be enabled, it can be disabled in the User Configuration settings

 

 

  • ‘LinkedIn URL’ field is available from the column chooser options on the Assignment Candidates tab

 

 

  • Person ‘URL’ field in the Assignment Candidate tab has been added as clickable link

 

 

  • User can create a new log from the Person Log tab when there are no logs in the list. Note, this feature is currently added for FileFinder Desktop only

 

 

– If there are no logs on the Log tab, then it will create a ‘General Contact’ log by default

 

  • Unticking a current job on a Flex Assignment role will keep it on the Person Work tab and will no longer be removed. It will continue to show on the Person Contracts tab

 

  • The duplicate sort order error message in Admin will display the number that is duplicate so that it is easily identifiable on longer lists

 

 

  • ‘Business Mobile’ field has been added as a mappable field in spreadsheet (CSV) import

– ‘Other Fax’ and ‘Pager Phone’ have been removed

 

 

  • High DPI setting has been removed from User Configuration. Scaling now automatically adjusts to Windows display settings

 

Bug Fixes

 

  • LinkedIn Recruiter doesn’t allow the option to import into FileFinder. FIXED.
  • LinkedIn Recruiter opens in a popup window in Web Research. FIXED.
  • LinkedIn Recruiter import causes quotes in fields. FIXED.
  • Person Details and Home Page window not fitting correctly on screen when zoomed in at 150% on Windows display settings. FIXED.
  • Searching Through List in Scratch Pad does NOT put results at the top of the list. FIXED.
  • Scratchpad ‘Add via Search’ not highlighting new candidates on list. FIXED
  • Scratch Pad – Search for a candidate on an Assignment not working. FIXED.
  • “Client Progress with Summary” report does not work in FileFinder Browser. FIXED.

Release Overview – FileFinder 11.32

Here’s a snapshot of what we’ve delivered in this release:

  • System Default view amendments
  • Import matching logic changed back to how it worked previously so it matches on both First and Last name rather than First and Last Name individually
  • Outlook will now automatically close when the FileFinder SaaS client is being installed
  • FileFinder FE and Outlook metadata is now cleared when switching the application language in the Tools > Settings
  • Fixed issue when “Summary_As_First_Tab_In_Person” is enabled, upon saving a record, any subsequent saves do not commit
  • Fixed issue with Web Research ‘zoomed in’ on a 4K screen

 

New Features/Functionality

 

  • System Default view amendments:

– Person Lookup results view – ‘Private Email’ and ‘Work Email’ columns have been added

– Person results list view – ‘Work Email’ column has been added. ‘Personal Email’ column has been renamed to ‘Private Email’

– ‘Add Candidate’ results view – ‘Private Email’ and ‘Work Email’ columns have been added

– Assignment Candidate tab – ‘Private Email’ and ‘Work Email’ columns have been added

– Person Work Tab – ‘Job Order’ column has been removed from the System Default view. It is still available in column chooser if required

  • Import matching logic changed back to how it worked previously so it matches on both First and Last name rather than First and Last Name individually
  • Outlook will now automatically close when the FileFinder SaaS client is being installed
  • FileFinder FE and Outlook metadata is now cleared when switching the application language in the Tools > Settings

 

Bug Fixes

 

  • When “Summary_As_First_Tab_In_Person” is enabled, upon saving a record, any subsequent saves do not commit. FIXED.
  • Web Research browser is ‘zoomed in’ on a 4K screen. FIXED.
  • Outlook Add-in on a 4K screen looks small – To resolve this issue you will need to go to Outlook Options > General > User Interface options and check the ‘Optimize for compatibility’ option. FIXED.
  • Certain fields in German language version appear blank. FIXED.
  • Web Profiles not showing Download options dialog box. FIXED.
  • Page View Designer in Admin causes a crash when adding a ‘Top 5’ infobox. FIXED
  • In Admin, when editing a picklist value, they do not display updated values when saving. FIXED.
  • A black border shows on Web Profiles view on the Summary tab. FIXED.
  • Remove ‘Store’ and ‘Link’ when attaching documents in Web Research. FIXED.
  • Remove ‘Link’ when using Quick Import in Web Research. FIXED.

Release Overview – FileFinder 11.31

Here’s a snapshot of what we’ve delivered in this release:

  • A new browser control has been added to fix LinkedIn not loading in Web Research
  • WebPort and WebPort API is now available in the FileFinder SaaS platform
  • New Microsoft EWS changes for email, tasks and appointments functionality in Browser
  • Full Actions menu now available on Person Summary tab
  • System default view columns have been updated for all lists
  • “Personal Email” column has been added to the Person list System Default view
  • “Email” has been renamed to ‘Work Email’
  • Current Location field added to Person Add New screen
  • “Edit Communication Details” link has been moved
  • Private email is now added as the default email in Import
  • Qualifications now checked automatically in Import
  • “Edit Work Record” screen can now be maximised in Desktop
  • ‘Date From’ field now available in the Company Contacts view
  • Server-side sort added back in for Candidate and Source Progress codes in Assignments
  • Import text changes: “New” to has been renamed to “Create New” and “Use Existing” has been renamed to “Update Existing”

 

New Features/Functionality

 

  • A new browser control has been added to fix LinkedIn not loading in Web Research
  • WebPort and WebPort API is now available in the FileFinder SaaS platform
  • New Microsoft EWS changes for email, tasks and appointments functionality in Browser

– Microsoft is disabling Basic Authentication in Exchange Online therefore a switch to modern (OAuth) authentication is required

– Clients have been notified of what needs to be done for this change to take place

  • Full Actions menu now available on Person Summary tab

 

 

  • System default view columns have been updated for all lists

 

 

  • ‘Personal Email’ column has been added to the Person list System Default view

– Email’ has been renamed to ‘Work Email’ and is available from the Person list column chooser

 

 

  • Current Location field added to Person Add New screen

– ‘Initials’ has been removed and the ‘Current Location’ field has been added under the ‘Suffix’ field

 

 

  • “Edit Communication Details” link has been moved

– “Edit Communication Details” hyperlink has been moved below the ‘Contact Type’ field, so that users can more easily identify when important information is missing

 

 

  • Private email is now added as the default in Import

– If both Private and Work email have been added in Import, it will now set the Private email as default email instead of Work

  • Qualifications now checked automatically in Import

– “Copy qualification to qualifications skill” is now checked automatically on the Education tab in Import

 

 

  • “Edit Work Record” screen can now be maximised in Desktop

 

 

  • ‘Date From’ field now available in the Company Contacts view

– ‘Date From’ field has been added to the column chooser in the Company Contacts view

  • Server-side sort added back in for Candidate and Source Progress codes in Assignments
  • Import text changes: “New” to has been renamed to “Create New” and “Use Existing” has been renamed to “Update Existing”

 

 

  • ‘Extended’ Picklist Type has been removed when creating a new user-defined picklist in Admin as it was not being used in the application

 

 

  • The ‘GT Person Compliance Report’ model is now hidden as it did not bring back any data when selected
  • Web Research has been disabled in the Outlook Add-in

 

Bug Fixes

 

  • LinkedIn not loading in Web Research. FIXED.
  • Outlook Add-in on Surface Pro – login screen is not correct. FIXED.
  • Edit Tasks/appointments crash. FIXED.
  • Document Search for exact word not working. FIXED.
  • Crash when browsing to a folder in CV/Resume Import. FIXED.
  • “Cannot Connect to Server” error after clicking ‘Quick Import’ in Import. FIXED
  • URL Links don’t copy over to Person record in Web Research FIXED.
  • Crash when adding/moving or deleting a new user-defined field in Admin. FIXED.
  • FileFinder crashing on Search through List. FIXED.
  • Low match score not working as expected with pre-validate in Import. FIXED.
  • Mobile not opening attachments after downloading. FIXED.
  • Transfer ownership crash in Admin. FIXED.
  • Work record getting deleted when job ends. FIXED.
  • Skills infobox on the Person Summary tab is not in the correct order. FIXED.
  • Introduction result shows blank First and Last Name. FIXED.
  • Crash on introduction search for people with Industry or other code picklist. FIXED.
  • Appointments for the next 7 days crash. FIXED.
  • Candidate Progress Chart no longer showing in Browser. FIXED.
  • Installer – License terms link not working. FIXED.
  • Updated Talentis link in FileFinder. FIXED.
  • Cannot export reports when added in Application Manager. FIXED.

Known Issues

  • When loading Web Research in FileFinder with the High DPI Enabled setting ticked, the browser appears zoomed in and cannot be used correctly. This will affect users who use a 4K monitor/resolution or above. Until the next update is released, users with a 4K screen/resolution should continue to download LinkedIn profiles externally from FileFinder to import them.
  • When logging into the Outlook Add-in on a 4K screen/resolution or above, the text appears small and is not scaled correctly.
  • When loading Web Profiles on the Summary tab for Person or Company records, a small black border appears around the browser window.

We will look to resolve these issues in the next update.

Release Overview – FileFinder 11.30

Here’s a snapshot of what we’ve delivered in this release:

 

  • Client Portal is now available in the SaaS platform
  • Desktop Helpfile has been updated
  • Import CV/Resume folder list order has now been set to Name ascending order by default
  • Introduction Details tab “Task Assistance” label changed to “Place Introduction Person”
  • Introduction Completion window label changed to “Successful Introduction”
  • FileFinder upgrade notification text has been changed

 

New Features/Functionality

 

  • Client Portal is now available in the SaaS platform

 

 

  • Desktop Helpfile has been updated

– New online helpfile has been created

– F1 key will automatically open the helpfile or it can be accessed using the Help menu item

 

 

  • CV/Resume folder list order has now been set to Name ascending order by default

 

 

  • Introduction Details tab “Task Assistance” label changed to “Place Introduction Person”

 

 

 

  • Introduction Completion window label changed to “Successful Introduction”

 

 

  • FileFinder upgrade notification text has been changed to “There is a new update of FileFinder available which must be installed before you can login. Please click OK to install the update now or Cancel to close the program”

 

Bug Fixes

 

  • Web Research crash when using a Person record. FIXED.
  • Editing Tasks crash. FIXED.
  • Web Research crash when using Quick Import. FIXED.
  • Outlook Add-in layout incorrect. FIXED.
  • ‘Delete’ option not active when right-clicking Appointment on My Appointment infobox. FIXED.
  • Import crash when importing a CV. FIXED.
  • Bulk Compliance not working in Browser. FIXED.
  • Unable to edit Introduction Email templates. FIXED.
  • Misspelling in “Current Employees of Entire Group”. FIXED.
  • Remove all GUID columns on Sort list. FIXED.
  • Assignment Tracking Activity gets removed. FIXED.
  • Credit note -> delete item -> confirmation box has no information or buttons. FIXED.

Release Overview – FileFinder 11.29

Here’s a snapshot of what we’ve delivered in this release:

 

  • Assignments and Flex Assignments can now be created via the NEW button
  • Email default font size option added to Desktop
  • Actions menu button changed in Desktop to show border and highlights the clickable area
  • Tasks infobox – Uncompleted view is now set as default for both Desktop and Browser
  • Currency sort order changed to value ascending in Desktop and Browser
  • Desktop installer will now check for .NET framework when installed for the first time

 

New Features/Functionality

 

  • Assignments and Flex Assignments can now be created via the NEW button

Allows user to create an Assignment from the ‘New’ menu on the main toolbar

 

 

Clicking on the Company Lookup icon opens Company Lookup screen to add the Assignment

 

 

  • Email default font size option added to Desktop

Email default font size option added to System Application configuration setting in Admin

User can set the email font size and this will apply to all users when generating an email through FileFinder

 

 

  • Actions menu button changed in Desktop to show border and highlights the clickable area

 

 

  • Tasks infobox – Uncompleted view is now set as default for both Desktop and Browser

 

Bug Fixes

 

  • US Postcode Search not working correctly. FIXED.
  • Web Research function does not work in Browser. FIXED.
  • Error resetting password if Password Archive is used in Admin. FIXED.
  • Crash when Importing from GatedTalent. FIXED.
  • Crash when saving Company Internal Comments. FIXED.
  • Import in Browser not saving employment details. FIXED.
  • Desktop freezes or crashes when using Import and via LinkedIn. FIXED.
  • PDF documents & Web research are zoomed in when using High DPI setting. FIXED.
  • Attachment viewer doesn’t open PowerPoint or Excel documents. FIXED.
  • Attachment date is blank. FIXED.
  • Currency crash on blank SaaS database. FIXED.
  • Flex Assignments > Contracts tab > Job Title label missing. FIXED.
  • Company Log Tab – Title hyperlink not working. FIXED.

Release Overview – FileFinder 11.28

Here’s a snapshot of what we’ve delivered in this release:

 

  • Right-click menu is back in all areas
  • Quick Look-up is back
  • Memory and speed improvements for both desktop and browser
  • Browser appointments can now be added in increments of 5 minutes
  • .JPEG is a supported file extension for attachments
  • Cross-module reports have been removed for reconfiguration

 

New Features/Functionality

 

  • Browser appointments can now be added in increments of 5 minutes:

 

 

  • Quick Look-up is back:

 

 

  • Right-click menu added to all modules in Desktop:

 

 

  • Cross-module reports have been removed for reconfiguration (Any existing clients who have created reports using common models remain unaffected)

 

Bug Fixes

 

  • Skills not being parsed when Importing a CV. When parsing a CV, it is not auto populating the Skills codes. FIXED.
  • Forgot Password link not working in Browser. Click on Forgot Password. Enter Email. Click Send Email. You either get an error or nothing happens when clicking on Send Email. FIXED.
  • Error resetting password if Password Archive is used in Admin. User Account was not updated! Error: The ‘CreatedDate’ property on ‘PreviousPassword’ could not be set to a ‘System.DateTime’ value. You must set this property to a non-null value of type ‘System.DateTimeOffset’. FIXED.
  • Missing User-defined fields in Browser. When you try to use Edit picklist for certain UDF in Entity Customisation, it shows the error – Cannot find column. FIXED.
  • “Cannot connect to server” upon document search with quotes and an apostrophe when other criteria are added. Crash when using the document search functionality. Client is searching for “women’s health” (quotes included) with exact match checked and a few industry codes selected. Receives a “cannot connect to server” error message. This is reproducible with the exact match in quotes with an apostrophe. The error the occurs if only document parameters are entered (“women’s health”) With exact match checked. FIXED.
  • Browser Attachment and CV Parsing GD+ error. When attaching or parsing certain documents in Browser a GD+ error will show. A workaround has been added to show the CV’s that fail with the GDI+ error in plain text.
  • Adding Code UDF picklist does not pick up caption name. Add new UD Code picklist for Person e.g., “NED Functions”. Add in Entity Customization and add “Non-Executive Director” as the Caption for the picklist. Still shows “NED Functions” in FE and not what was added in the Caption. Works correctly for standard picklists. FIXED.
  • When adding a new person in Browser and typing into the Salutation field, it does not save the details. First, the Salutation field must be required to see it when adding a new person. The client has made this a required field. You can type in this field, which also has a dropdown (but the dropdown is empty). When you click on Save, the data in this field disappears and FF says you cannot save the record without data in the required field. So, you cannot save a record in Browser if the Salutation is required. In Desktop, you can type and save the record. FIXED.
  • When using Send & Log and trying to assign to Campaign grid does not load. Send an email to a person using Send and Log button. On the new email log select “Business Development” as the contact type and click Campaign button. It comes up with a blank screen that won’t allow you to “cancel” “X out” or “confirm.” When this happens Outlook will freeze and the only way to get back to work is to force close Outlook. FIXED.
  • Error in Browser picklist with over 5000 entries. Picklist has over 5000 entries, when clicking on it, the error “error during serialization json maxjsonlength” shows when trying to load in Browser. Desktop is OK. FIXED.
  • Compliance Processing Reason change crash. Send a compliance email to an incorrect address, this will come back as failed or mark it as failed, then update the email address, the system will create a new compliance log. If you then try changing the Processing Reason to something else FileFinder will crash. FIXED.
  • Not all Infoboxes are loading on Flex Assignment Summary tab, when you select Flex Overview. Go to Flex assignment and click on the Summary tab and select Flex Overview from the dropdown. Two Infoboxes load but not the rest. FIXED.
  • Task filtering not working correctly. Tasks – “Completed” still shows tasks that are not completed. FIXED.
  • Flex Assignment – Auto numbering not working. FIXED.
  • When using Replace Picklist Codes feature for Job Function codes in Admin, it does not find the updated codes when doing a search. FIXED.
  • An appointment created from the Log tab in Browser does not show on “My Appointments” calendar on the Homepage. FIXED.
  • Browser documents do not open in a particular scenario. Go to Person Attachments. Double click on any Word document to open in Edit mode. Close the document and now click on the Open button to open any Word document in read-only mode. Document does not open. FIXED.
  • Duplicate Sort Order in County State picklist. It is not possible add or modify County states as it complains about duplicate Sort Orders. FIXED.

Release Overview – FileFinder 11.27

Here’s a snapshot of what we’ve delivered in this release:

 

  • Clear Metadata Button
  • LinkedIn URL now the default on Person Web Profile view
  • US English dictionary now available in User Settings
  • Toolbar consolidation in Desktop and Browser
  • FileFinder for Mobile now available

 

Watch the video to see what’s new in the latest release of FileFinder SaaS

 

 

New Features/Functionality

 

  • Clear Metadata Button – allows users to clear their metadata from inside the database (a database restart will occur):

 

 

  • LinkedIn URL is now the default on Person Web Profile view:

 

 

  • US English Dictionary now available in User Settings:

 

 

  • Toolbar consolidation in Desktop and Browser – little-used buttons have been removed and toolbars have been combined to improve speed and provide a more streamlined experience in the database:

 

Desktop

 

 

Browser

 

 

  • FileFinder for Mobile is now available for SaaS clients

 

 

Bug Fixes

 

  • Desktop – Adobe PDF not showing when opening: When the user tries to open a PDF from FileFinder, the result is a blank dark preview screen. This also affects the Import preview window when importing a CV as well. FIXED.
  • Adding a new user to licence: When adding a new user to licence, on some occasions it would not let the user login due to a licence error. FIXED.
  • Desktop – Edit log on task or appointment causes a crash: Create new task or appointment and save. Go to the log tab of that person and create a new log. Now edit the task or appointment created in step one and FileFinder crashes. FIXED.
  • Browser Skill picklist order is random: Browser Skills seem to have random sort orders and is not linked to what we have in Admin. FIXED.
  • Browser Location codes not displaying all codes: In Browser the Current Location codes do not come through. FIXED.
  • Desktop – Appointment Start and End time arrows not working: Open Appointment window and click on the arrows, the time does not change. FIXED.
  • Bulk updating Processing reason causes a crash: Create new compliance campaign. Add at least 250 records to the list. Bulk update and add a Processing reason. FileFinder crashes – Message: Business Error. FIXED.
  • Outlook Add-in on 4K monitor- login screen is not correct: On a 4K screen the login prompt for the Outlook Add-in looks like below and it is very hard to log in each time. FIXED.
  • Browser – JSON parsing error when opening Person Logs tab: Initial troubleshooting indicated that the cause for error is that Introduction Contact Status lookup has no values. FIXED.
  • Desktop – Actions menu does not disappear: Happens on all list. E.g., Go to Person list. Click on Actions and select Assignments as Candidate. When it shows the results, the menu from the previous list stays on this screen and does not get removed. FIXED.
  • Person Projects tab – Progress code is not displayed: Person record > Projects Tab – No progress code is shown. Shows fine on Person record on Assignment Candidates tab. FIXED.
  • Sort order direction not saving in picklists in Admin: In Admin > picklists the Sort Direction can be changed (Asc, Dsc), However, after you make a change and save it reverts back to the original value. FIXED.
  • Saved Searches – Only saves some username fields: Example – When making a saved search and using the follow search criteria: Once you save the search then close and re-open a person search and open the same saved search the username field will show up blank. FIXED.
  • Browser Admin Location codes not displaying: Browser Admin > Picklist > Location codes > It does not display all the Location codes, seems like it is a random set. It is OK in Desktop. FIXED.
  • BLatvian special characters not displaying correctly: Latvian special characters such as ā, č, ē do not display correctly in some columns. The character š seems to be ok. On the log tab, the special characters are displayed correctly in Subject but not in Title but on the Projects tab they are ok in Title, but not in Summary. FIXED.
  • Forgot Password reset link not working: Click on Forgot Password when starting FF. Add your email and click on the link that you receive to reset the account. Add the new password and click the Reset Password button as below. The message “The link has been used or expired” appears. FIXED.
  • Client Progress report not running in Browser: Assignment record. Reports. Run Client Progress report or Client Progress with Summary you get the error below. FIXED.
  • Browser notes issue when running on a MAC laptop: User was taking notes with a Candidate using MAC Notes. When copying the information over to a candidate Journal entry, it looks like it creates some type of chart or framing, which causes the following Error message in the screen shot. FIXED.
  • Desktop – Crash when adding new Financial year in Admin for KPI: Admin. Business Management. Click Financial year and add new Fiscal year. FileFinder crashes. FIXED.
  • Desktop – Crash in Import when widening search: Import CSV file. Start a spreadsheet import. Map the columns. In Interactive Import, highlight one row and click on Widen Search, then FileFinder crashes. FIXED.
  • Browser GT Compliance – Origin of Data not saving: Open Person > Compliance Tab. Select processing reason. Enter value for Origin of Data. Save. Origin of Data is nulled. FIXED.
  • Spellcheck error in Browser: Open person record, create new journal activity. Enter some text in Html Editor and then click on Spellcheck button in toolbar. It shows the error below. FIXED.
  • Browser – Import- original document not displayed: Open person record with attached CV. Click [Import]. Original Document panel does not display CV. Note: works fine with Import > Resume/CV. FIXED.
  • Canadian states need updating: There are values in the Canadian states picklist which need to be removed: “California”, “Arkansasian” and “GeorgiaN”. FIXED.

Release Overview – FileFinder 11.26

Here’s a snapshot of what we’ve delivered in this release:

 

  • German and Spanish languages are now supported
  • LinkedIn URL and Person URL added to Resume/CV Import for Browser
  • Web Research System URL’s have been updated

 

New Features/Functionality

 

  • German and Spanish languages are now supported
  • LinkedIn URL and Person URL added to Resume/CV Import for Browser

 

When a Resume/CV that includes a LinkedIn URL is parsed it will automatically add this to the LinkedIn URL field in FileFinder for Browser

 

 

  • Web Research System URL’s have been updated

 

Bug Fixes

 

  • Publish issues in Desktop and Browser: Add Industry code from Admin and Publish. Close Admin and start FE. Open a person record, go to Skills tab. You may or may not see the new code in Industry. FIXED.
  • Desktop – FF closes with using Web Profiles in List and Main view: People search > Bring back a number higher than 50. Open All. Switch to List & Main view and go to Summary tab and then Web Profiles. Use the blue down arrow to go to the next record. After about 20 records or so, the Web Profiles screen will go black and FF will automatically close. FIXED.
  • Desktop – Value cannot be null error: Open a Marketing campaign without going to the Assignment tab Open an Assignment and make a change and Save. FileFinder crashes with a Value cannot be null error. FIXED.
  • MRU items in Browser are duplicated: Open several records. Logout and Login again. MRU items are shown twice. FIXED.
  • Browser Import Resume CV – View validation scores not working. FIXED.
  • Browser – Cannot amend relationship notes: Open Person record. Actions > Relationships Groups. [Edit]. Edit the notes. [OK]. Shows error message. FIXED.
  • Browser Admin – Replace Picklist Codes not working. FIXED.
  • “User Activity In All Assignments” Report not working correctly: The report brings back the same set of results no matter what date range of assignment status you select. Run the report Change the date range. Run the report. FIXED.
  • Assignment report – “Candidate Contact” not working correctly: Go to Assignment Candidate tab. Add 5 logs to some people. Ran the Candidate Contact report. Use today’s date to filter Only brings back 1 random person and not the list of 5. FIXED.
  • Browser – Off Limits Sort Order incorrect. FIXED.
  • Publishing Application Configuration cause other changes not to come across in FE Desktop: Change something in Application Configuration. Change any other picklist. Publish changes and close Admin. Start FF. Apart from Application Configuration changes, no other change is there. FIXED.
  • Browser – Assignment milestones dates displayed as NaN: Open assignment. Select Planning Tab. Add. Planned Start Date. Planned End Date. Grid date displays Nan-NaN-NaN. FIXED.
  • Browser – Assignment task reminder date saves incorrectly: Assignment > Planning > Tasks. Used Task Assistance to create a task, note dates are 05-03-2018. Edit the task. Edit the reminder date 07-03-2018. [Save]. Edit the task. Reminder Date is different. FIXED.
  • Browser – Admin – Manage pick list – common pick lists not displayed. Admin > Customization > Pick Lists. Common > [Right Click} Add New Pick List. Manage Pick Lists > Find Pick List Pick list is not displayed. FIXED.
  • Browser – Admin – Email Template Manager not working. FIXED.
  • Desktop – List copy to company – leaving date not correct: List Manager > Open List. Actions > Copy To > Company. Select a company. [OK]. Enter Date of Leaving, Date Joining Date To (Date of leaving), one day too early. FIXED.
  • Browser – Import Actions – [Manage Imported] missing: Import CV. [Save]. [Actions]. Manage Imported Actions are missing. FIXED.
  • Remove “Export” option in Browser: In Browser under the File menu, we have an Export option which is not used and should be removed. FIXED.
  • Browser – Error Editing an appointment from the homepage: Open person > Details Tab > Activity – Appointment. Create an appointment. [SAVE]. Select Home Page. My Appointments – Double Click on the appointment. JSON parsing error shows. FIXED.
  • Browser – Admin – Organization Filter by Type not working: Admin > Organization. Filter by Type [TEAM]. No Team is displayed. FIXED.
  • Browser – Admin – Email Template “Insert Merge Field” not missing: Admin > Outputs and Templates > Email Template Manager. [New]. Enter/Set the fields. [Next]. Select Person Contacts [Finish]. Design Email/Email Template – [Insert Merge Field] is missing. FIXED.
  • Browser – Admin – Delete Email Template hangs: Admin > Outputs and Templates > Emails / Email Templates. Select template to delete. [Delete]. [Yes]. The row deletes but the asynchronous call appears to hang, you still get the wait cursor. FIXED.
  • License manager in Browser: License manager in Browser should only have “Manage Users” as an option. “Add License” and “Remove License” should be removed. FIXED.
  • Browser – Import – Copy Paste Resume fails, browser crashes: Import > Paste and Parse Resume/CV Text (See attached). Paste into the import window. [Import]. Browser Crashes. FIXED.

Release Overview – FileFinder 11.24

Here’s a snapshot of what we’ve delivered in this release:

 

  • Single URL link for FE installers has been added for all regions
  • FileFinder for Browser beta and O365 App beta has been released
  • LinkedIn URL and Person URL added to CSV (Bulk) Import and Resume/CV Import

 

New Features/Functionality

 

  • Single URL link for FE installers has been added for all regions. The link to the installer is no longer client specific and is listed below for each region.

 

Europe:

FE: https://install.filefinder.online/eu1/client Admin: https://install.filefinder.online/eu1/admin

 

Americas:

FE: https://install.filefinder.online/us1/client Admin: https://install.filefinder.online/us1/admin

 

APAC and Australia/NZ:

FE: https://install.filefinder.online/ap1/client Admin: https://install.filefinder.online/ap1/admin

 

  • LinkedIn URL and Person URL added to CSV (Bulk) Import and Resume/CV Import
  • Users can now map LinkedIn URL and Person URL data from spreadsheets into FileFinder fields

 

 

  • When a Resume/CV that includes a LinkedIn URL is parsed it will automatically add this to the LinkedIn URL field in FileFinder

 

 

Release Overview – FileFinder 11.23

Here’s a snapshot of what we’ve delivered in this release:

 

  • 4K and High resolution support added for FileFinder on screen resolutions higher than 1920 x 1080
  • Changes to SMS settings
  • “Enable Skype” setting has been added
  • “Research Zone” has been renamed to “Web Research” across all modules and areas
  • Login performance improvements

 

New Features/Functionality

 

  • 4K and High resolution support added for FileFinder on screen resolutions higher than 1920 x 1080

 

  • A new User configuration setting (Tools > Options > Settings) called ‘HIGH_DPI_ENABLED’ has been added
  • To enable support for 4K and screen resolutions higher than 1920 x 1080, this box needs to be checked
  • Note, by default, this setting will be set to disabled (unchecked)

 

 

  • SMS setup

 

  • The way SMS is configured has changed in FF SaaS. It no longer uses the SMS macro and has now been added to the Application Configuration module in Admin
  • The new settings, as shown below, follows the same format as the old SMS macro did. You will need to add the SMS details for the client in the values below and publish metadata before they can start using the SMS feature in FileFinder
  • Note, this applies for new and existing SMS clients. If a current FF client using SMS is upgraded to FF SaaS then their SMS settings will need to be added in the section below in Admin after the upgrade. Their SMS details are not automatically added across and they will not be able to use the feature again until this has been done

 

 

  • New Skype setting – “ENABLE_SKYPE” added in Application Configuration to enable user to call out to Skype numbers though the Call Activity Log in FileFinder

 

  • The “ENABLE_SKYPE” key is set to off by default. To enable it you must check the “ENABLE_SKYPE” option below and publish metdata
  • If set to off, it will use Microsoft Phone Dialer application instead to integrate with TAPI phone systems

 

 

  • “Research Zone” has been renamed to ‘Web Research’ across all modules and areas

 

 

Performance Improvements

 

  • Improved performance when checking permissions for logged in users

 

Release Overview – FileFinder 11.20

Here’s a snapshot of what we’ve delivered in this release:

 

  • Installer improvements
  • FileFinder Desktop Mega menu
  • Performance Improvements
  • Component updates for Desktop and Outlook Add-in

 

New Features/Functionality

 

  • Installer improvements

 

  • FE install files will be downloaded via a URL link
  • Desktop and Outlook Add-in setup included in single install file
  • Admin installed via separate installer and link
  • Auto-update of front-end client software when there is a new release rolled out

 

  • FileFinder Desktop Mega menu

 

  • New Actions mega menu added for FileFinder Desktop
  • Combines all previous buttons in one user friendly menu
  • All available Actions are now visible by default, no need to add/remove any Actions
  • Has been added for all modules including Lists and Import

 

Person record Mega menu

 

Assignment record Mega menu

 

Performance Improvements

 

  • Speed improvements

 

  • Significant performance increase when opening records
  • Opening a record now takes on average 2-3 seconds compared to 5-6 seconds in the previous version

 

  • Metadata

 

  • System (static) metadata will now no longer download in local user directory and will only download client specific metadata when using the FE
  • New local metadata location. Uses ID of company as a subfolder to store client metadata

 

 

  • Notification and Intelligence Events

 

  • Notification and Intelligence Events are now refreshed every 60 minutes rather than every 10 minutes to improve performance

 

Component updates

 

  • Desktop Outlook Add-in software has been upgraded
  • Desktop FE have been upgraded

 

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