Easily prepare for client check-in calls with the new Pre-Call Agenda feature! Now, from any project, you can generate a detailed agenda that groups candidates by stage, lists their recent events and offers, and lets you customize which stages and event types to include. The agenda is formatted for easy sharing - just copy it to your clipboard and paste it into an email or doc to customize as needed. This streamlines your pre-call prep and ensures your clients always have the latest candidate updates.

The formatting works best when pasted into Gmail or Google Docs, and we are rolling out a docx download version of this soon!

We’ve introduced a new “Past Projects” tab to the Add Candidates workflow, making it easier to find and add candidates from previous projects. Users can now filter past projects by stage, location, rejection reason, and whether candidates are already in the current project. The candidate table displays unique candidates from selected projects, with clear indicators for those already added.

We've standardized the columns and table formatting across all tabs in the Source Candidates section (Recommended People, Saved People, and Passed People), ensuring you see the same candidate details and layout everywhere ensuring you can see Off Limits status and all other details & filters now available on the new past projects tab.

Reports now feature reduced header sizes, improved color contrast, and a cleaner layout. Experience and education sections are streamlined for clarity, scorecards only show star ratings when relevant, and the new branded end page adds a polished finish.

In addition to the feature improvements above, we’ve addressed a range of smaller bugs and UI issues to keep Thrive running smoothly.