Notes & Analytics Updates (Update 9.8.5)

PCRecruiter 9.8.5 includes workflow enhancements in the Notes area and new charts for PCR Analytics, as well as a ‘Last Modified’ field for Company and Position records.

The latest update to PCRecruiter arrives on our SaaS recruitment platform this week, with user-requested adjustments to the Notes area, fresh charts in the PCR Analytics, and an additional field for Positions and Companies. In addition to the visible changes to PCRecruiter, extensive platform and API changes to support upcoming interface and automation improvements are included with this update.

Notes Updates

In our April 2021 update we revealed a new Notes Widget with a grid view, bookmarking feature, and keyword search. With valuable feedback from our users, we’ve further refined this interface with:

Expandable Notes Panel
  • The ‘Add Note’ panel is now collapsed by default to allow more viewing area.
  • Once expanded, the Add panel can be resized by dragging the edge to create more entry space. The width you set will be remembered even after the panel is collapsed and re-opened later.
  • A new Expand All button allows all Notes boxes on the record to be viewed at their full-length in a single click. The Collapse button does the reverse.
  • Editing notes is now accomplished by simply clicking on the note. When you click outside of that note it will automatically save.
  • A right-click menu gives you quick access to Delete and Copy functions.

Analytics Details & Drill-Downs

The PCR Analytics, our optional graphic tool for analyzing and reporting on KPIs and other metrics, has been updated with a new ‘Detailed Goals’ chart with a breakdown of data by user. There is also a new drill-down available for the Key Metrics and Metrics sections that displays the individual records that make up your reported stats. The records associated with these items can be easily added to a Rollup List for further reporting, searching, emailing, and organizing.

Last Modified Field

Although Name records have long had a ‘Last Modified’ field, showing the date when the record had last been re-saved, this field was not available for Company and Position records. This update adds the same functionality to the other two primary record types.


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