When the order page and your order inbox fills up (which is a good thing!), it becomes harder and more difficult to stay organized and up to date. That's why we have included several improvements to help you stay on top of your inbox and prioritize the most urgent, important and valuable orders.

Simply click the Details button on an order to bring out the side panel with the original order (email or portal) from the customer in the Source tab, or click the Details tab for an AI generated summary of the order, and skills required for the job. This also includes an auto-generated summary for the candidates to read! You're welcome! 🙂

Easier to work with many orders and choose what orders to work with, as you can now select multiple orders and perform actions such as tagging, closing (to keep a clean inbox), or sharing multiple orders (contact your Globus contact person to learn more about how you can share orders from Globus to 3rd party applications).

In the previous release, we introduced order Tags. With bulk actions, you can now Tag multiple orders at the same time!

Pro-tip: Combine search, filtering and segmentation, and bulk actions to make the most out of the new product features. Create a set of important tags that you want to use and be consistent. Maybe you want to mark orders from certain customers as prioritized, time critical, strategically important, high value or label orders according to what you need in statistics view; order lost to competitor, assignment extended, etc. With flexible tags, the opportunities are endless. You can set the labels directly on the order, or have the tag labels assigned automatically on every order from the customer or department. You choose!

We can now access orders in the Bemlo portal, including schedules and more information about the orders. Please contact your Customer Success Representative for more information on how to access this and enable the new feature!

We've heard from many of you that grouping orders based on certain traits or characteristics would significantly improve your workflow. Whether you need to:

With our new flexible tagging system, the possibilities are endless. You can:

This customization allows you to tailor the system to your unique needs and ensures that important orders are easily identifiable and actionable.

Introducing tags on orders! This new feature enables you to:

Example: If you want to see how many orders you have lost to customers, and keep track of this manually, create a tag for it - and you can monitor it as a metric in your statistics over time:

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It is easy to set tags on individual orders and/or per customer / department.

To automate tag setting on new orders, simply set them on the customer or department level and the tags will be applied to all new orders coming in:

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Information in the emails from Bemlo is limited, so you may need to go into Bemlo to see more details about requirements, schedule and other relevant information. With Globus' new integration, we can now read this information into Globus for you. Please contact your CS representative for more information on how to enable this functionality.

All new orders from Bemlo will be available with more detailed information in Globus, without needing to log in to the Bemlo portal to check every order. Quickly review it in Globus and evaluate whether you want to work with this order. Remember to set yourself as responsible for the customer in Globus to be notified on new orders from the customer!

Save time and emissions! Instead of googling customer locations and candidates' home addresses, you now have it at the click of a button.

In the order, simply click the directions symbol, and Globus will (together with Google Maps), tell you where to go.

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