PDF Status Report to share with Clients
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J
Joe Miller
Would HIGHLY recommend all firms have the option to download a standard Executive Search status report that pulls in all active candidates with pictures and summaries, which can be shared with clients.
Example attached.
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Kanchan Singh
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Kanchan Singh
Dear Recruiters,
We have released the beta version of Executive Search Report generation.
Currently, it's rolled out to only a selected set of accounts. Please reach out to our Customer Success team via chatbot or email us at support@recruitcrm.io, if you want this feature to be enabled for your account as well.
Here is the short demo link for your reference: https://www.loom.com/share/f8f8cfe0fbb84021b59ce2ae1ff36156
All the Best.
Recruit CRM-Product Team
Kanchan Singh
in beta release
Kanchan Singh
Merged in a post:
Generate Profile from system data
T
Team Ximpax
It would be great if the system can, by a push of a button, generate a standard profile e.g. in PDF, based on the data in the system. That allows for clean formatted profiles (in vertical A4 format), which companies can then share with clients. It would be great if as a user we can select the fields to include in the profile and create standard profile templates, so it's easy to quickly generate standard profiles
Kanchan Singh
Team Ximpax: Hi Ximpax,
We are already launching the capability to generate Executive summary reports for candidates. With help of it, you will be able to generate the candidate reports as you mentioned above.
The feature is expected to go live later this month. Please let me know if you need more details on the workflow, we will reach you with more details.
Thanks,
Kanchan Singh(Associate Director-Product)
H
HoBa Media
Please set up the feature where sections and fields we would like to set up are customizable.
Kanchan Singh
HoBa Media: Hi HoBa,
Our engineering team has already picked up this Feature Request for implementation. Just to give you a high-level glimpse of the "Executive Summary Report" report customisation capability:
- Capability to customise candidate summary pages
- Capability to customise candidate data points (up to 5 data points) in the candidate table
- Capability to select desired candidates to be included in the report
- Capability to embed your organisation's name and logo.
Please let us know if you are interested to have a walkthrough of wireframes. We will be more than happy to do a quick walkthrough with you.
This feature is supposed to be live by end of July'22.
Regards,
Kanchan Singh(Associate Director-Product)
Kanchan Singh
in progress
Our engineering team has picked up this feature for the implementation. We will update here once it is released.
Akshay Waghmare
planned
Jade Breeds
This would be a really useful report to have
Wayne Starritt
Yes we would like this option too please!
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