Show pageOld revisionsBacklinksExport to PDFFold/unfold allBack to top This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong. ====== Release 2.26.10 === ~~NOTOC~~ <alert type="info">If you have custom forms defined in IQX, not all new features may be available to you. Your agency custom forms are shown on Help – About.</alert> <nav type="tabs"> *[[#tabs-user|Features]] *[[#tabs-enhancements|Enhancements]] *[[#tabs-admin|System Administrator]] *[[#tabs-fixes|Fixes]] <pane id="tabs-user"> ===== FEATURES ===== === Sending Mail Merges via SMTP=== It is now possible to use SMTP for sending mail merges. This is particularly useful if you are sending high volumes in mail merges as it avoids daily limits set by some email providers and also helps to prevent your outgoing emails from being marked as spam. This is set at user level so can be set for only some users if desired. This feature requires system administrator setup. \\ \\ === Ability to "Select All" on questions === Select All on Multiple Choice Question Rather than having to select each option individually it is now possible to do a select all on multiple choice questions, Ctrl+Shift+I will select all choices and Ctrl+Shift+U will deselect. \\ \\ {{::select_all.png?400|}} \\ \\ === Address Line 3 can now be made required === New General Setting: Added a general setting which can be used to make entering Address Line 3 mandatory when registering a new candidate through either the ‘New' or ‘Fast New’ candidate wizard. \\ \\ === Shift Fill Wizard Filters === To speed up filtering in the shift fill wizard there is now a drop down so you can choose a single column to filter on rather than everything on the view so the data is returned much faster. \\ \\ {{::shift_filter.png?200|}} \\ \\ </pane> <pane id="tabs-enhancements"> ===== ENHANCEMENTS ===== === Notifications === Similar to shift notifications it is now possible to send notifications either one per vacancy or one to each client contact with all of their vacancies listed. The same can be done for provisional timesheets. \\ \\ New merge fields have been created that will pick up on the start and end date of the week you are on not just the current week of the desk meaning you can send notifications for previous and future weeks. \\ \\ Users can now send speculative CVs to a selection of contacts using notifications. The candidate should be linked from the Mail Merge view of the contact selector and a new option to send CVs to all will be available on the attachment type. System Administrators will need to set up a notification template of type ClientContactLink. \\ \\ {{::spec_cv.png?200|}} \\ \\ It is now possible to send PDF global documents through the email to send table. Note any non global documents or global documents that are not pdf on the notification template will not be sent. \\ \\ When setting up a notification template it is now possible to set the contact event summary to be something other than the email subject. On the template press the Contact Event Summary button and choose an option. \\ \\ {{::contact_event_summary.png?400|pic - contact_event_summary.png}} \\ \\ External editor buttons have been added on the template and Deep Link views to allow for easier editing for non IQXanywhere agencies. These work in the same way as the external editor buttons on reports and jobs. \\ \\ When editing HTML templates for notifications it is now possible to increase the font size, particularly useful when making small changes to complex templates. Note the font size only changes when you are viewing the HTML Text \\ \\ {{::notif_font_size.png?400|}} \\ \\ A new notification type of Contact Event has been added to the system so that you can create HTML notification templates and send them from the contact event. \\ \\ * Clear - this is the default and will be the email subject * Contact Event Type Description - will be taken from the description of the specified contact event type as set up in Agency Set Up * Email Subject - whatever is in the email subject box on the notification * Free text - you can specify what you want it to be (max 100 char) \\ \\ === Shift View Remember Layout === The temp desk shifts view can be personalised by saving the position of the moveable columns. The first 6 columns are fixed and cannot be moved but the others can be rearranged by dragging them to where you want them to be, right click and chose Remember this Layout. It can be reset but selecting Default Layout. \\ \\ === HTML email editor on bulk email === It is now possible to send HTML emails from the Bulk Email button on the person selector. After pressing Bulk Email a dialogue appears asking if you would like to send using HTML or plain text. \\ \\ {{::html_bulk_email_1.png?400|}} \\ \\ If you choose HTML a new window appears where you can use the formatting tools. \\ \\ {{::html_bulk_email_2.png?400|}} \\ \\ === Additional option for online References === There is now the option to create additional reference types in addition to the standard Professional, Personal and Other. This is useful for agencies that want to have a number of very specific reference types. Questions can be assigned to these types by using groupings 5-9 and 500-900. \\ \\ === Student Loan Plan 5 === Included additional Student Loan Plan to cater for “If your course started on or after 1st August 2023” \\ \\ === View the images in Email, Web, Report Images === You can now view any images you add to ‘Email, Web, Report Images’ via a new button. Once opened you can also rotate the image or crop it and changes are saved to the file. \\ \\ === New Jobrunner Attribute === Updated the SSL/TLS configuration for JobRunner HTTP requests to allow forcing a specified version rather than legacy defaults. \\ \\ </pane> <ifauth @newreleases> <pane id="tabs-admin"> ===== System Administrator ===== === Sending Mail Merges via SMTP=== It is now possible to use SMTP for sending mail merges. This is particularly useful if you are sending high volumes in mail merges as it avoids daily limits set by some email providers and also helps to prevent your outgoing emails from being marked as spam. This is set at user level so can be set for only some users if desired. \\ \\ If you don’t already have an active working SMTP profile in place, please create one and add the details into IQX under. Maintenance>Agency Setup>SMTP Profile. \\ Update the function Maintenance > DB Functions > Communications incl. Email > MailMerge SMTP Credentials \\ \\ If you don’t already have an active working SMTP profile in place, please create one and add the details into IQX under. Maintenance>Agency Setup>SMTP Profile. \\ \\ Go to the relevant user records that should be sending Mail Merges via SMTP and set the SMTP Profile in the user record. \\ \\ {{::user_smtp_profile.jpg?400|}} \\ \\ === Additional option for online References === There is now the option to create additional reference types in addition to the standard Professional, Personal and Other. This is useful for agencies that want to have a number of very specific reference types. Questions can be assigned to these types by using groupings 5-9 and 500-900. \\ \\ New types can be set up in Maintenance - Database Set Up -Reference Types. The types in red are system defaults and cannot be deleted, the ID given to the new types corresponds to the grouping given to the reference questions associated with that type. \\ \\ === Additional classification field in TempPayBand === Additional classification field in TempPayBand, populated from a maintained list in Temp Set Up - Payband Types that can be used classify pay band types for an external payroll system. \\ \\ === Auditing === To assist with problem solving issues all fields on the temp desk (other than tempdeskid, currentweek, currentyear, defunct, timesheet period) are audited. Changes can be seen in Database Diagnostics - Audit Trail - Tempdesk. \\ \\ There are also additional timesheet audit items. To enable there is a switch on the tempdesk for Audit Timeheet to limit the number of records going to the audit trail and their are new audit items in Database Set up for Provisional Timesheet. \\ \\ There is a new audit type GLOBALSW which will audit changes to General Settings. \\ \\ Adding a CV to the system, updating and deleting a CV is now recorded in the audit trail. \\ \\ The Audit trail on a Company record will now display both the Code and the description of the old and new values when the Company State is changed. \\ \\ If vacancy temp rates is ticked in Audit Items then when a new rate scheme is selected on a vacancy then this will show in the audit trail. \\ \\ === Role to Copy Questions === New User Layout Setting ‘Hide Copy Button on Questionnaire’ that if enabled with allow users to copy the basics of a question. They will be prompted to give it a new ID and can choose whether to copy choices or just the main question. \\ \\ === Questionnaire - save column position === It is now possible to re-order the columns in the questionnaires to make it easier when making adjustments to questions, making them dependent or entering long descriptions. Simply drag and drop the columns to where you want them and right click and chose Save Position. \\ \\ {{::question_layout.png?400|}} \\ \\ === Bulk Change sort order of record tabs === Users with the relevant permission have the ability to re-order the tabs on the left hand side of a record to put those that are used most often at the top. It is now possible to apply the sort order for forms to all or selected users in bulk. The System Administrator should apply the order under Modify screen on a record. Then in Users select the users that are to have the new ordering and use the Bulk Change Layout button to apply the sort order for the selected users. It is possible to apply the sort order to all users or groups of users if different roles use different views more frequently. \\ \\ === Maintenance Menu Filters === New filters have been added to the maintenance menus to assist with finding the option you are looking for quicker. \\ \\ {{::menu_filter.png?400|}} \\ \\ === New Tempdesk setting to enable users to book Secondary Agency Candidates === For Agencies that require to book Secondary Agency candidates into a shift from a shortlist but don’t hold the relevant information for them to pass the temp shift validation there is now a temp desk setting "Allow Sec Ag candidates on shortlist" that can be enabled. This will allow consultants to match from the vacancy shortlist and book secondary agency candidates. Users can see that the setting is turned on in the shift fill wizard but it can only be turned on and off from temp desk settings. \\ \\ === Compliance Messages === External editor buttons have been added on the compliance message editor found on date questions to allow for easier editing for non IQXanywhere agencies. These work in the same way as the external editor buttons on reports and jobs. \\ \\ === Confirm "Run the Job" === When running a job or report from System Jobs and Reports either by double clicking or pressing open a confirm box will appear for you to confirm that you want to run the job/report. This resolves the problem of accidentally running it when you wan to open it to edit it. \\ \\ === iqxnettaggroup in reports === There is a new Questionnaire group for Reports that can be used to minimise the number of sub reports that are needed in certain reports. \\ \\ === Defunct field to tempshifttype === The Audit trail on a Company record will now display both the Code and the description of the old and new values when the Company State is changed. \\ \\ </pane> </ifauth> <pane id="tabs-fixes"> ===== Fixes ===== * fixed an issue where text questions pulling through from iqxWEB was cutting off and not making it to the full 250 characters * Fixed issue with built in re-reg job * Resolved an issue where digitally signed PDFs were losing their signature when downloaded and/or saved from IQX * Fixed the bug that only doc CVs could be sent through Client Contact Link notification type * Fixed an issue with CC options for notification templates not displaying * Fixed issues with deleted notifications returning when you refresh the view * Fixed online references missing elements * Stored searches now retain their specified department (or ‘non-departmental’) when retrieved including when retrieved by a different User to who saved the search * Standard and Departmental Timesheets questions that are flagged as being required now correctly enforce completion during IQX processing. Users can no longer proceed past the initial timesheet page without answering all questions marked as required * Fixed an issue with timesheet query popups missing information </pane> </nav> newreleases/release_2.26.10.txt Last modified: 2026/04/16 08:09by Shelley Hunter
Shelley Hunter