PCRecruiter 9.7.26 builds on the Rollup List improvements we released earlier this year, reducing the number of clicks needed to add records to Rollup lists, giving more useful information about records being added, and adding new navigational shortcuts to improve your workflow.

We’ve released an update today that includes further improvements to the Rollup List changes we released earlier this year. We’ve reduced the number of clicks involved in adding records to Rollup lists, tweaked the column layout to give more useful information about records being added, and created new navigational shortcuts to improve your workflow. We’ve also made some minor improvements to printing and filtering lists.

Adding Records to Rollups

When adding records to Rollup Lists, we have replaced the Name, Company, Position columns so that only the column for the type of records you’re adding is shown. In place of the other two columns you’ll see Added and Ignored.

In the example shown below, only the Name column appears and all three columns are green. If we were adding Companies, you would see dark blue. Light blue is used for Positions. These colors are used consistently on other major record screens in PCRecruiter.

We can see in the new columns that 18 Name records have been added to the “Cleveland” list, bringing the total up to 107. We can also see that one of the selected records was ignored because it was already on that Rollup.

New Rollup Columns

You’ll also note that the Rollup’s name “Cleveland” is a hyperlink. With the new update, you can now jump to the active Rollup directly from this screen by clicking its link, rather than closing the Add panel and navigating to the main Rollups area.

We’ve also reduced the clicks involved in adding records to a newly-created Rollup. In this version, your currently selected records are automatically added to the Rollup as soon as you save the new list, eliminating the need to click on the new list to add the records.

Further Improvements

  • The Print action on Rollup Lists now prints with your custom column selections. In previous versions, only the CSV Export option used the custom layout.
  • The Clear Stage item in Rollup Stage popups has been renamed to No Stage.
  • The filter popup at the top of the Stage column on Rollup Lists now displays a number and checkbox for the No Stage item. This will allowing users to filter the view to those records which have not been given any Stage.

More great new features are in the works, as always. Share your own ideas for how PCRecruiter can improve your business in our Ideas & Requests Forum, read other users’ suggestions, and vote for the ones you’d find most helpful. We are listening!

PCR Mobile App – May 2019 Update

A new version of our free PCR Mobile app for Android and iOS is out this week, with the options to add Activities and view Rollup Lists. Plus, a new Custom Search Form is available in the Job Board.

A new PCRecruiter update, v.9.7.25 is out today. In addition to our regular improvements and bug fixes, this update also comes along with improvements to the PCR Mobile App. The app is available for FREE now on Android (v. 9.7.25106) and iOS (v. 9.7.6010), and gives you mobile access to your name, company, and position records on the go.

The new version of the app includes the ability to create Activity Records and also to view your Rollup Lists. (The ability to edit your lists from the app is planned for a future update.)

This update also includes a new Custom Form type for the Job Board, which will allow you to have a job search form on your homepage, a sidebar widget, or anywhere else in your website. When a search is run, the jobseeker will be redirected to your job board with the search results pre-loaded into view. Contact your PCRecruiter representative to discuss adding this to your website.

Lastly, you’ll notice that the alert popups indicating incomplete fields or other warnings have been re-styled.

We’ll have more updates to share in the next few weeks. Share your own ideas for how PCRecruiter can improve your business in our Ideas & Requests Forum, read other users’ suggestions, and vote for the ones you’d find most helpful.

VIDEO TRANSCRIPT:

A new PCRecruiter version is out this week, and the latest edition comes with updates to the PCR mobile application and the Job Board.

The PCRecruiter app, which is available for free on the Google Play and iOS App Stores, affords users mobile access to their names, companies, and positions. The app is perfect for on-the-go access to your contacts, resumes, activities, and notes.

In earlier versions of the app, Activities could be viewed but not created. In this update, you can now enter Activities. We’ve designed the new entry screen in conjunction with recent improvements to Activity entry in the main PCRecruiter interface.

If you need the Activity to appear as a calendar item, you’ll check the ‘Schedule’ box. This adds a color picker and an ‘Alarm’ checkbox to the screen. The color options match those you’ve configured for your schedule in the PCRecruiter full browser version. Checking ‘Alarm’ allows you to choose your advance warning for the scheduled event.

The ‘Followup’ box below has similar color and alarm options, and can be activated with a simple tap.

We’ve also added access to Rollup Lists into the app. The ‘Recent Rollups’ area at the bottom of the main screen displays the four most recently viewed lists. To the right, color-coded blocks show how many names, companies, and jobs are on each list. Tap the block to view the desired records, including any custom stage icons you’ve configured.

If you want to view a Rollup that’s not one of the four most recent, you’ll find the Rollup Search option in the side menu. This menu also contains the search options for names, companies, and positions, and gives you access to the PCR Analytics if this feature is active on your account.

This update also includes an additional feature in the PCR Job Board. We’ve added a new Custom Form type for building a job search form that can be displayed on your website independently of the job listing and apply screens. For example, you might want to include a job search form in your website’s homepage or sidebar. When a search is run, the visitor is taken to the job board page of your site with their results on display. To explore implementing this feature on your website, or to discuss migrating from the Classic Web Extensions to the PCRecruiter Job Board, contact your PCR representative.

Follow us on Twitter, Facebook, LinkedIn, or here on the PCRecruiter blog for all the latest news and updates, and visit the Ideas and Requests forum at help.pcrecruiter.com to share your suggestions for future integrations and features.