Skip to main content

🚀 Access Automate CRM March 2026 Release (v26.03.31)

N
Written by Noah Nguyen

💡 Your Voice Matters

Your feedback helped shape this release! Please keep the ideas coming. Have a suggestion? Share it or vote on others’ ideas 👉 Check Our Idea Portal.

Every idea counts in building the features you care about ❤️

✨ What's New

  1. Personalisation in Task & Comment Automation Steps

    You can now insert merge tags directly into Add Task and Add Comment automation steps. Pull in candidate name, job title, job owner, and other field values automatically — so every task description or comment is personalised to the record, with no manual text editing required.

  2. Update Candidate Employment Type via Automation

    A new automation action allows employment type to be updated on candidate records as part of an automation flow. Teams managing large candidate pools can now apply employment type changes through rules — without manual, record-by-record updates.

  3. Job Owner Now Available as a Merge Tag

    Job Owner has been added to the merge tags dropdown, allowing automations to pull the owning recruiter’s name directly into task and comment content. This ensures context-aware communication without hardcoding names or creating separate automation branches per recruiter.

  4. Smarter Merge Tag Filtering by Automation Type

    Merge tags in task and comment steps are now filtered by the type of automation you are configuring. Rather than showing every available token, the system surfaces only the tags relevant to the current automation context — reducing noise and making configuration faster and less error-prone.

  5. Automation-Created Tasks Now Sync to Calendar

    Tasks created through an automation step are now synced to the calendar automatically. Recruiters no longer need to manually add automation-driven tasks to their schedule — as automations fire, the calendar updates in step.

  6. Days After (Range) Criteria for Date-Based Automations

    Automation date criteria now support a “Days After (Range)” option, letting you target records that fall anywhere within a window of days after a given date field. This removes the need to create multiple overlapping rules just to cover a broader time band.

  7. Activity Type Now Searchable Across All Entities

    The search functionality for Candidates, Contacts, and other entities now includes an Activity Type filter. You can now narrow results based on the type of activity recorded against a record, making it faster to surface the right people at the right moment in your workflow.

  8. Dynamic Custom Fields — Per-Company, No Code Required

    Custom fields for Vincere-integrated clients are now managed dynamically per company in the database, replacing a system of hardcoded logic spread across three repositories. Adding or updating a custom field for any client now requires only an admin panel entry — no code changes, no deployments, no cross-team coordination.

  9. Custom Document Types in Chatbot File Upload Flows

    Companies can now define their own document types (e.g. “STCW Certificate”, “Right to Work”, “CFARES Medical”) that appear in the chatbot flow generator’s File Upload block. These map automatically to the corresponding Vincere document type, ensuring uploaded files are classified correctly without any hardcoded entries in the codebase.

  10. Reliable Conversation Exports via Email

    Chatbot conversation exports are now delivered as CSV attachments via email rather than as direct HTTP downloads. The new approach handles high-volume exports reliably using pagination (10,000 rows per page), masks file upload values in the export for data hygiene, and allows non-EVO users to specify a recipient email address at the point of export.


📅 Release Date

  • This update will go live for all customers on Tuesday, March 31, 2026. No action needed from you.


📚 Additional Information

  • Documentation: Visit our Help Center for detailed setup guides and feature documentation

  • Support: Contact your Customer Success Manager for personalized assistance

  • Questions: Reach out to our support team via Intercom Chat

Did this answer your question?