Chameleon-i Product Update Information 2020

  • Software Updates Information Banner

Update: Tag Tick Up (26/03/2020)

A new column with the label Upward Auto Tick On for the Tag Tier 1 box only. Each Tier 1 tag created should have a tickbox in this new column.

By default when a new Tier 1 tag is created this tickbox should be unticked
If ticked it should work in the same way as our existing Upward Auto Tick On tickbox

Update: Call Wizard List – Candidate (05/03/2020)

We have now updated the Notes/To Do list so that you can display Note types in the Call wizard and also the Cloudcall wizard.

Step 1.

In Admin, select Notes/Todo Types list on Lists tab

Step 2.

Tick the Display Candidate Call tickbox next to the notes type you want to display in the Call/Cloudcall pop

Step 5.

You can create your own call note types using the Admin -> Lists and saving a new note type

Step 6.

You can view these notes on your contact record

Update: Call Wizard List – Client (05/03/2020)

We have now updated the Notes/To Do list so that you can display Note types in the Call wizard and also the Cloudcall wizard.

Step 1.

In Admin, select Notes/Todo Types list on Lists tab

Step 2.

Tick the Display Client Call tickbox next to the notes type you want to display in the Call/Cloudcall pop

Step 3.

The note type will appear on the Call Client/Cloudcall Call Client Pop

Step 5.

You can create your own call note types using the Admin -> Lists and saving a new note type

Step 6.

You can view these notes on your contact record

Update: Fax (19/02/2020)

There is now a Fax No field in Admin -> Users tab under the Tel No. field

There is now a User Placeholder for the Fax No field

Update: User Placeholders (19/02/2020)

The following user placeholders have been created

User Placeholders (Of the user sending the email or creating the word document)

[[u.id]] – This one is hidden

[[u.forename]] [[u.surname]] [[u.worktel]] [[u.mobiletel]] [[u.faxtel]] [[u.email]] [[u.email2]] [[u.email3]] [[u.jobtitle]] [[u.linemanager]]

Candidate Owner Placeholders (The owner of the Candidate referred to in the mail or word doc)

[[cau.id]] – This one is hidden

[[cau.forename]] [[cau.surname]] [[cau.worktel]] [[cau.mobiletel]] [[cau.faxtel]] [[cau.email]] [[cau.email2]] [[cau.email3]] [[cau.jobtitle]] [[cau.linemanager]]

Client Owner Placeholders (The owner of the Client referred to in the mail or word doc)

[[clu.id]] – This one is hidden

[[clu.forename]] [[clu.surname]] [[clu.worktel]] [[clu.mobiletel]] [[clu.faxtel]] [[clu.email]] [[clu.email2]] [[clu.email3]] [[clu.jobtitle]] [[clu.linemanager]]

Update: Grab Point On All Entity Records (19/02/2020)

Users have the ability to use the grab icon on any individual record type and move that record into an existing basket of the same entity type.

This is the same for Company, Client, Candidate, Vacancy and Placement Record.

Update: Clone Vacancy Pop – Owner Selector (19/02/2020)

On the Clone Vacancy function, the user can now assign the Vacancy Record owner to any of the users associated with the agency.

By default it will show the user who is logged in.

When the new vacancy is created it will have the reference prefix of the selected user in this pop and the owner of the record should also be the selected user in this pop. The references will run sequentially as normal.

To find more on how to clone vacancies search for ‘How to Clone or Duplicate a Vacancy’ in our knowledge base.

Update: TinyURL For SMS Placeholders (04/01/2020)

On text messages you can shorten URLs using TinyURL

For example the below:

https://form.jotform.com/200212295600036?fullName[first]=[[ca.forename]]&fullName[last]=[[ca.surname]]&e=[[ca.email]]&a=[[vac.agencyid]]&u=[[vac.userid]]&c=[[ca.id]]&v=[[vac.id]]&u=678&un=[[MyName]]&r=[[vac.reference]]&j=[[vac.jobtitle]]

After putting it in the template and selecting the template in the SMS pop, it would appear like this.

Below is what it would look like to receive the message.

Update: JotForm (04/01/2020)

JotForm is an easy to use online form builder for every business and you can use it with Chameleon-i.

JotForm is free to use for basic features, with the option to subscribe to greater features – visit https://www.jotform.com for more details.

You can use JotForm forms with Chameleon-I email or SMS text options (for the latter you will need an Icetrak account).

Using JotForm with emails

When you create your Jotform you will be given a Jotform URL such as below:

https://form.jotform.com/200344252908046

You can insert and use this URL as an email link in the normal way on Chameleon-I Email Templates and Adhoc Emails.

Please note, however: JotForm only currently works to Candidates from the Vacancy Shortlist using the Bulk Email option or the Email option

When the contact completes the JotForm it will come back into Chameleon-I against the vacancy record.

Using JotForm with SMS

Please ensure you have an account with Icetrak

When you create your JotForm you will be given a JotForm URL such as below:

https://form.jotform.com/200344252908046

You can insert and use this URL in an SMS text via the SMS template builder (see below)

https://form.jotform.com/200344252908046?fullName[first]=[[ca.forename]]&fullName[last]=[[ca.surname]]&e=[[ca.email]]&a=[[vac.agencyid]]&u=[[vac.userid]]&c=[[ca.id]]&v=[[vac.id]]&u=678&un=[[MyName]]&r=[[vac.reference]]&j=[[vac.jobtitle]]

With the SMS text, the URL is a little longer than just the Jotform URL.

A member of the support team will assist you if you need help setting this up.

You can use the JotForm URL with other SMS placeholders by selecting the Select Placeholder button.

Please note, however: JotForm only currently works to Candidates from the Vacancy Shortlist using the Bulk SMS option, or the text option.

When the contact completes the JotForm it will come back into Chameleon-I against the vacancy record.

Update: Tax Label & Percentage Change with Currency – Vacancy (31/01/2020)

On the Contract Vacancy Record when the Currency field is changed the VAT Pay and VAT Charged field labels will update.

If the Currency field is changed to AUS Dollars the field labels are changed to GST Pay and GST Charged.

If the Currency field is changed to UK Sterling (£) the field labels are changed to VAT Pay and VAT Charged.

If the Currency field is changed to anything else in the DDL list the field labels are changed to Tax Pay and Tax Charged.

Update: Tax Label & Percentage Change with Currency – Placement (31/01/2020)

On the Contract Placement Record when the Currency field is changed the VAT Pay and VAT Charged field labels will update.

If the Currency field is changed to AUS Dollars the field labels are changed to GST Pay and GST Charged.

If the Currency field is changed to UK Sterling (£) the field labels are changed to VAT Pay and VAT Charged

If the Currency field is changed to anything else in the DDL list the field labels are changed to Tax Pay and Tax Charged.

Update: Email Templates Tab – Cc and Bcc(29/01/2020)

There is now the option to Cc/Bcc other recipients.

On the Email Templates view you have the ability to add to CC and BCC other email recipients

These CC & BCC field values will automatically be associated with the template loaded when you are creating single/bulk email.

Simply type in the fields and press the Save button

Update: Email Templates Tab(28/01/2020)

The CMS tab now has two views – Web Pages and Email Templates.

By default the view is set to Email Templates.

Email Templates contain all existing and any new email templates used for signatures, Client/Candidate emails, Wizard templates, GDPR and Jobs by Email.

Web Pages view is exactly the same as before and should be used for those agencies with website integration

Update: Last Placement Date(29/01/2020)

On the Vacancy record there is now a date field labelled  Last Placement Date

An email placeholder [[vac.lastplacementdate]] is now available in the Placeholder Selector pop

Last Placement Date is now also available on the Vacancy Custom View

There is now the option to search for Last Placement Date in the Vacancy Grid

Update: Call Wizard Action(20/01/2020)

In the Notes section of a Client or Candidate record, you can now edit or add your own Activity Type.

To create/edit Call Actions

  • Select the ‘Admin‘ tab from the main menu.
  • Select the ‘Lists‘ tab.
  • Select ‘Note/Todo Types‘ from the drop-down box.
  • Enter your Note/Todo/Call Action in the text box and press the ‘Save‘ button to upload it.
  • Click the ‘X‘ to delete obsolete entries.
  • Use the ‘Up/Down‘ arrows to order the list to meet your requirements.
  • Tick the boxes where you wish to see the Note/Todo Type displayed.

To edit an existing entry ‘Double Click’ on the source you wish to edit, this will make the line item editable, edit as required then click away anywhere on the screen to confirm the edit.

Any Note type that has a tick in the Update Comms Checkbox will update the Last Contacted field when used in a Candidate or Client record.

When you click the ‘X‘ to delete an obsolete entry, the following pop will display requesting that you re-assign all records to another in your list. You must do this to delete it from the available drop-down options.

Admin Lists

When you go to select your Activity Type, it will now be in the drop-down

Update: Hiring Manager (20/01/2020)

There is a new field in Vacancy and Placement Records – Hiring Manager

This field is searchable on the Vacancy/Placement grids and baskets.

It is also available on Custom Views and Email and Word Placeholders have been created

            Email                               Word

[[vac.hiringmanager]]    {vac_hiringmanager}

[[plc.hiringmanager]]     {plc_hiringmanager}

Update: Drop Down Action Button(14/01/2020

In Client and Candidate records, when the user hovers over the down arrow, it shows the action options in the drop-down.

On the Candidate record display when the mouse hovers over the down arrow next to these fields: Home No, Mobile No, Work No. There is now a drop-down of actions to choose from.

The drop-down box appears on the Client record next to the following fields: Mobile No, Work No.

To find this article in our knowledge base search for ‘Drop Down List of Action Buttons’.

Update: Candidate Repeater(06/01/2020)

The Candidate Repeater enables you to send a Candidate summary to Clients.

There are 3 easy steps to be able to send a Candidate summary by using Templates, Placeholders, and Baskets.

Step 1

In the CMS tab within the Admin panel, create a new email template with the name:

Email Template Client – Candidate Mailer

This will be the email you send to your Client, so add all of the words you want here and we will insert your candidate list wherever you put the placeholder.

The placeholder you will need to insert is: [[Custom.Repeater.candidate mailer]]

Step 2

Create another new template, this time called Repeater.Candidate Mailer

This is a template for one candidate, you can add whatever fields in here you wish to show off to your client, we will repeat this template for every candidate you have in the basket.

You can find a selection of Placeholders to build your summary in the ‘Select Placeholder’ button – be sure to select Candidate placeholders only.

In the example, these are the placeholders that were used;

[[ca.photo-w-100-h-120]] – Displays the photo associated with the candidate

[[ca.id]] – Displays the candidate reference

[[ca.forename]] – Displays the candidate forename

[[ca.precis]] – Displays the summary associated with the candidate

Step 3

The last step for setting up your Candidate summary is to create a Basket called ‘Candidate Mailer‘ and in here you add all of the Candidates you a summary for to be sent out to Clients.

When sending the email to send to Clients, select the Candidate Mailer template from the drop-down.  You can even run this from a client basket using bulk email  – you can send many candidate profiles to many clients in one easy wizard.

Below is what the email will look like when it appears in the Client’s inbox.

2020-03-26T14:39:58+00:0026/03/2020|Categories: Our Software|

Looking for Recruitment Software?

Chameleon-i online recruitment software delivers a fast, secure, reliable and portable database for recruitment agencies placing permanent, contract and temporary candidates. Our database software combines best recruiting practices along with constant product innovation and advanced functionality for an affordable monthly fee.

Temps Recruitment Software?

Packed with features and designed for recruiters who have to manage temporary bookings, the Chameleon-i Temps Module is the ideal tool to navigate the fast-paced environment that comes with managing shifts and bookings. The module is infinitely scalable and is able to meet the needs of recruitment agencies of all sizes, offering lifetime use and value.

Contracts Recruitment Software?

Chameleon-i’s Contractor Timesheet and Invoice module is an efficient method of producing sales and purchase invoices from timesheet data. Designed to take the place of existing paper-based timesheet systems, timesheets are presented for completion by contractors and approved online by authorised persons.