Version 2.4.5

Private Equity Recruiter

Welcome to Version 2.4.5!!  

Summary

  • No changes have been made to this module.

Leaderboards

  • Updated the automatic page refresh of the Billing & Cash In Leaderboards so that all of the elements get updated, including Cash Out / Receivables and the President’s Club Leaderboard. Prior to this update, when the page automatically refreshed, it only updated the billing and cash in numbers. The other two leaderboards stayed the same until the page was manually refreshed.
  • The Activities Leaderboard feature has been updated so that the AE/PC of the Year calculates properly and it was also updated to make it work with the new configuration changes in the Admin Dashboard. Some of the metrics were also not calculating properly and this has been resolved.

    The new layout is shown below and can now include Billing and/or Cash In. You can also more easily change whether you’re viewing AE or PC and can also choose to see more than 5 results in the details. Prior to this update, Billing and Cash In could not be part of the feature and your view was limited to the top 5 results. In addition, changing the year dropdown changed the data of the page even if you wanted to see it for a different user type (AE or PC). This has been fixed.

Users

  • Ratios Comparison
    Made some minor design changes to the User Ratios card that makes it much easier to use and more in line with the other elements of this module and other areas of HA.  The year dropdown options have been moved and there is now a “Go” button next to them so that users can  make their selections and then click the button to generate the ratios.  

    Prior to this update, the ratios changed every time you changed the dropdown menu and there were times that it would break or take a really long time to produce the table.  This is now fixed.

BEFORE

AFTER


Chipboard

  • The user interface for changing the date of the chipboard has been improved to make it easier to use. Prior to this update, there were times that the dropdown with the date picker would just collapse and it could be difficult to get it to open again. This has been resolved with an accordion type UI that will prevent the date picker element from disappearing.

    BEFORE:


    AFTER:

Contests

  • ​No changes made to this module.

Reports

  • Placements Report
    This report hasn’t had a design change in quite some time but we found that the filtering was in the wrong place and for the report run on all users it would be nice to have the ability to do grouping. With this version, the report now has grouping and the filter field has been moved to just above the placement data where it makes more sense.

    BEFORE:


    AFTER:

  • Phone Times Report
    This report has been updated so that it works properly when trying to run the report based on the year. Prior to this update the results were unpredictable. This issue has been resolved.

Companies

  • Added the ability to turn off the Position Intelligence Report at the company level. Prior to this update, you could turn off certain parts of the report but you couldn’t disable it all together. There is now a toggle switch under Show on Invoice, as pointed out in the figure below.

Positions

  • No changes made to this module.

Placements

  • Added an invoice configuration option so that Admins can manually mark an invoice as paid or void. In addition, these toggles will automatically be set if the invoice has already been paid or marked as void and Admins can now turn this off. Prior to this update, if an invoice flag needed to be changed it would require your HA admin to change the flag directly in your database.
  • Fixed an issue with the API where automatic splits were not processing properly when a position was saved.

Global Trends

  • No changes have been made to this module.

Admin Portal

  • Dashboard
    • Completely reworked the Company Goals feature to make it easier to use. Prior to this update, once a goal was added, they could not be sorted and editing them didn’t always work properly. The UI has been updated to make it more in line with other parts of HA and the issues with saving changes have been resolved.

  • Auction Module
    • No changes have been made to this module.
  • Campaigns Feature
    • No changes have been made to this module.
  • Commissions Module
    • Fixed a number of “under-the-hood” issues with the Commissions Module including how some things are displayed in the list of users. A new “View” button has been added so that Admins can see the details of each user’s commission statement without having to leave the Admin Dashboard. Prior to this update, the only way to see the details was to go to the user’s dashboard and review their commission statement.

  • Contests Module
    • No changes have been made to this module.
  • Database Module
    • Fixed the module so that data displays correctly. In addition, fixed all of the UI issues so that data can be edited directly through this module.
    • Added the Call Log to the module so that calls can be added manually to the log and can also be edited.
  • Logs Module
    • No changes have been made to this module.
  • Milestones Feature
    • No changes have been made to this module.
  • Personal Bests
    • There have been some minor UI changes to this module. The icons have been updated to be duo-tone and also some issues with certain things not saving properly have also been resolved.
    • The Personal Best Awards section has been redesigned so that it is now a tab within the Personal Bests module, as shown in the figure below.
  • Placements Module
    • No changes have been made to this module.
  • Rankings Feature
    • There have been some minor UI changes to this module. The icons have been updated to be duo-tone and also some issues with certain things not saving properly have also been resolved.
  • Record Holders Feature
    • There have been some minor UI changes to this module. The icons have been updated to be duo-tone and also some issues with certain things not saving properly have also been resolved.
  • Reports 
    • No changes have been made to this module.
  • Settings Module
    • Global Settings
      • No changes have been made.
    • Reports Settings
      • No changes have been made.
    • Activities
      • The Activities Leaderboard tab has been updated to allow for better configuration of both the AE/PC of the Month feature and the AE/PC of the Year feature. Admins can now turn AE and/or PC of the Year off. In addition, the configuration list has been updated to include a new column of Leaderboard Type, as pointed out in the 2nd figure below. This makes it easy for Admins to dictate specific activities just for the year or month awards.



    • Email Settings
      • No changes have been made
  • Users Module
    • No changes have been made to this module.

Other Updates

  • Nothing to report here.