What’s New – TriSys CRM (Windows Desktop Application) TriSys Business Software, Wellington House, East Road, Cambridge, CB1 1BH +44 (0) 1223 451 021 | [email protected] | [email protected]Page 1 of 30 Contents Introduction ....................................................................................................................................................... 2 Why Software Updates? .................................................................................................................................... 2 Introducing the New Support Portal .................................................................................................................. 2 Check your TriSys version .................................................................................................................................. 3 How to Upgrade to TriSys Version 2017 ............................................................................................................ 3 Customised TriSys V10 and Customised TriSys V8 Deployments ...................................................................... 4 Is the TriSys Version 2017 User Interface Different from TriSys V10? .............................................................. 4 Login Screen ....................................................................................................................................................... 5 Quick Lookup Area ............................................................................................................................................. 5 Dashboard Tabs ................................................................................................................................................. 6 Consultant Summary Dashboard ....................................................................................................................... 7 Contact Preview Docking Panel ......................................................................................................................... 8 Microsoft Outlook Contact Preview Panel .......................................................................................................10 Add Contact from Outlook ...............................................................................................................................12 Add Documents from Outlook to Contact Record ...........................................................................................12 Office 2016 Theme ...........................................................................................................................................14 Alternative Contact Record Layout ..................................................................................................................14 Google Maps Integration .................................................................................................................................15 LinkedIn Integration .........................................................................................................................................17 LinkedIn/Twitter/Facebook docking panel ......................................................................................................19 New LinkedIn Contact Import ..........................................................................................................................20 References .......................................................................................................................................................20 Automatic Outlook Calendar Invite Generation ..............................................................................................21 One-Off Template Editing ................................................................................................................................22 Automatic Telephone Calling within TriSys and Outlook ................................................................................22 Quick Longlisting / Shortlisting ........................................................................................................................23 Add to Longlist/Shortlist from Within Contact Record ....................................................................................23 Add to Longlist/Shortlist from Within Saved Contact Search ..........................................................................23 Faster Boolean Searching & Faster Boolean Query Building ...........................................................................24 Add to Longlist/Shortlist from CV Parser .........................................................................................................24 Automatic Trimming upon CV Parsing .............................................................................................................25
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Transcript
What’s New – TriSys CRM (Windows Desktop Application)
TriSys Business Software, Wellington House, East Road, Cambridge, CB1 1BH +44 (0) 1223 451 021 | [email protected] | [email protected] Page 1 of 30
Introducing the New Support Portal .................................................................................................................. 2
Check your TriSys version .................................................................................................................................. 3
How to Upgrade to TriSys Version 2017 ............................................................................................................ 3
Customised TriSys V10 and Customised TriSys V8 Deployments ...................................................................... 4
Is the TriSys Version 2017 User Interface Different from TriSys V10? .............................................................. 4
Quick Lookup Area ............................................................................................................................................. 5
Microsoft Outlook Contact Preview Panel ....................................................................................................... 10
Add Contact from Outlook ............................................................................................................................... 12
Add Documents from Outlook to Contact Record ........................................................................................... 12
Alternative Contact Record Layout .................................................................................................................. 14
Google Maps Integration ................................................................................................................................. 15
Document Expiry Date Tracking ....................................................................................................................... 27
Search across a Document Library ................................................................................................................... 27
Update Existing Record with New CV + Archive Old CV .................................................................................. 28
Quick Cloning of Boolean Search Criteria ........................................................................................................ 30
Introduction We would like to thank you for taking the time to explore the newest functionalities available in the latest TriSys Recruitment Software platform, formally known as: TriSys 2017 (the successor to TriSys V10 which, in turn, is the successor to TriSys V8). This document covers only the most recently added features to TriSys V2017 for Microsoft Windows.
Why Software Updates? All software requires ongoing maintenance and updates, ensuring maximum performance and functionality. TriSys has been delivering automated updates which deploy each time you open TriSys CRM, hence ensuring a fantastic end-user experience where each day new functionality is added. All the updates explained in this document are already in place on your installation (if you are running the latest TriSys version). Other than this, the only new functionality requiring manual intervention is the new Microsoft Outlook integration (simply uninstall the current version and install the new version, however only do this if your team is already running the very latest TriSys Recruitment CRM Software).
Introducing the New Support Portal Using the TriSys API, we have redeveloped the online customer portal, allowing you to manage support issues, request training, view pre-recorded online training videos and guides, explore documentation, blogs and newsletters, check your orders, download and pay invoices and much more. As usual you can also get in touch by calling or emailing our support teams, whilst also taking advantage of the extensive functionalities now also available online. Customer Online Portal Login: https://support.trisys.co.uk
What’s New – TriSys CRM (Windows Desktop Application)
TriSys Business Software, Wellington House, East Road, Cambridge, CB1 1BH +44 (0) 1223 451 021 | [email protected] | [email protected] Page 3 of 30
Check your TriSys version The new functionality described in this document is only available on the latest version of TriSys. The latest version is known as Version 2017 To confirm whether you are running this version or not, click “Help” and then “About TriSys”
How to Upgrade to TriSys Version 2017 If you are running TriSys V10 at present, the upgrade is completely free of charge for all out of the box installations, and will bring your version up to TriSys 2017. You can simply install the newest version from www.trisys.co.uk and start using the newest version of TriSys right away, as it only requires the reinstallation of the new end user TriSys application, without any changes whatsoever to the actual database engine (whether you are running TriSys onsite or as a cloud service) therefore ensuring total upgrade transparency. Furthermore, the new version of TriSys can coexist with the previous V10 version,
What’s New – TriSys CRM (Windows Desktop Application)
TriSys Business Software, Wellington House, East Road, Cambridge, CB1 1BH +44 (0) 1223 451 021 | [email protected] | [email protected] Page 4 of 30
so you may install the newer version side by side with the current version and, when fully confident with the new version, simply uninstall V10 from your computers/network.
Customised TriSys V10 and Customised TriSys V8 Deployments Customised installations of TriSys V10 and also customised installations prior to V10, such as for example TriSys V8, may require some consultancy work to have their changes migrated over to the newest edition).
Is the TriSys Version 2017 User Interface Different from TriSys V10? No. There are some new side panels and some new buttons on the ribbon bar at the top, all designed to enhance productivity and make your user experience even more seamless. No fundamentals have been changed when compared with TriSys V10 (only TriSys V8 users will notice key differences as they will be optionally upgrading to a new codebase and a new visual user interface/framework).
What’s New – TriSys CRM (Windows Desktop Application)
TriSys Business Software, Wellington House, East Road, Cambridge, CB1 1BH +44 (0) 1223 451 021 | [email protected] | [email protected] Page 9 of 30
The vertical tabs, when clicked, show more info about the contact, eliminating the need to open the
contact record to complete most tasks:
Contact Details Skills/Attributes Requirements (All ) Placements (all vacancies filled for/by this contact) Notes/History (chronological history of activities for contact) Scheduled Tasks (all diary entries for the contact) Document Library (view & add documents directly from Outlook & local file system)
You can also open the company directly from the summary area, view social network links, contact type,
save the contact edit changed, open the CV and open the actual contact record should you need.
The new contact preview panel reduces number of clicks needed to find information about a contact and is
also extremely useful when you are looking at Search results and also Longlists/Shortlists and wish to see
all the details about each candidate without having to take focus away from the shortlist view…simply use
the docking panel. The productivity gains are also equally applicable inside Microsoft Outlook.
If you also turn on the CV Preview Panel, you get all of the above plus a very useful CV Preview –especially
helpful in search results and shortlists when you are looking at search results and the search criteria
incudes keywords in the CV which will be highlighted as you scroll through the candidate list/results.
What’s New – TriSys CRM (Windows Desktop Application)
TriSys Business Software, Wellington House, East Road, Cambridge, CB1 1BH +44 (0) 1223 451 021 | [email protected] | [email protected] Page 10 of 30
Microsoft Outlook Contact Preview Panel By installing the newest edition of the Outlook plugin, you will see full details of any contact simply by
clicking an email message. This allows you to streamline your productivity even further.
After installing the new integration, the “TriSys” tab at the top of your Outlook inbox will show a new
“Panel” button.
When you click this button, the side panel opens (it should open by default and remain open after the
initial installation, if not simply enable the Panel as shown above).
Maximised Panel (ideal view) Each time you click an email in your Inbox or any other folder, the integration will automatically show the information associated with the sender/receiver of the email you have selected. Subsequently you have dozens of new functionalities which bring even more information directly into your inbox. If a contact is not yet on the database, simply add the contact or parse a CV. There are at least 20 new operations within the new Outlook integration, each designed to streamline your productivity.
Minimised Panel This is how the integration shows when minimised. If not visible at all, use the “TriSys” tab at the top of the screen and then enable the “Panel”
What’s New – TriSys CRM (Windows Desktop Application)
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One-Off Template Editing You are now able to edit an action template as a one-off edit without the need to change the centralised
template normally used for that action.
For example, if you want to run a Mail Merge action, you can now create a one-off template edit which
allows you do deviate from the standard merge templates implemented by your system administrator,
therefore giving you the flexibility to edit the template for added personalisation (without this edit
affecting company-wide centralised templates which are designed to enforce consistency of processes).
Automatic Telephone Calling within TriSys and Outlook Within TriSys and also within Microsoft Outlook, you are now able to automatically place telephone calls at
the click of a button. This only requires that you have a Voice over IP solution in place, which includes a
software application designed to capture specific clicks on telephone number buttons/fields within TriSys
and within the TriSys Outlook Integration.
You can try this by installing Skype, Skype for Business, BT Cloud Phone/RingCentral as well as a variety of
What’s New – TriSys CRM (Windows Desktop Application)
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Quick Longlisting / Shortlisting You can now add a candidate to a longlist or shortlist directly at the point when the candidate CV is being
parsed. Simply select “Add to Longlist” or “Add
Add to Longlist/Shortlist from Within Contact Record You can now add a candidate to a longlist or shortlist directly at the point when the candidate CV is being
parsed. Simply select “Add to Longlist” or “Add to Shortlist”
Add to Longlist/Shortlist from Within Saved Contact Search Using the “Saved Searches” area, you can now shortlist or longlist a selected contact, allowing for the
fastest searching of candidates (outside a requirement search) and subsequent longlisting or shortlisting:
What’s New – TriSys CRM (Windows Desktop Application)
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Faster Boolean Searching & Faster Boolean Query Building You can now create your Boolean searches faster, by taking advantage of the automatic pop-up of search
criteria, which saves you on the amount of clicks and helps you by revealing where you must provide input:
In the example below, as soon as you select the search field (Job Title) the pop-up is displayed to the right,
with an automatic expansion of the multiple options available as search parameters for that field (in this
case, you select “Job Title” and then you only need to select the actual job title, no need to click anywhere
else to display the search criteria.
Add to Longlist/Shortlist from CV Parser You can immediately add a parsed CV / candidate to an existing requirement, by selecting the requirement
into which the candidate should be shortlisted/longlisted once the parsing completes:
This is done through the “Add to Longlist” or “Add to Shortlist” buttons on the top navigation bar:
A window then opens where you can select the requirement into which to longlist/shortlist the candidate:
What’s New – TriSys CRM (Windows Desktop Application)
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Update Existing Record with New CV + Archive Old CV When parsing a CV, if the associated candidate is already on the system, you have two new options at the
top of the screen “Save New CV” and “Archive Existing CV” – this saves the new CV against the existing
record and also archives the current CV in the contacts’ “Document Library” tab.
Rate Card Auto-Populate When adding a new requirement and the requirement type is either “Contract” or “Temporary” any
existing rate cards associated with the corresponding company, for the selected site address and job title,
can be automatically added as the rate cards for the requirement: