itris 9.35

Released August 2025

We're pleased to present itris 9.35. In this release there is 1 new features and 5 improvements.

Remember to take a full backup of the itris database before updating.

✨ New Features

Appointments Report

The Appointments report is an essential time management and business development tool that can assist you in numerous ways, including but not limited to tracking client meetings and applicant/contact calls to ensure nothing falls through the cracks, providing managers with visibility over team activities without micromanaging individual calendars, helping identify peak appointment periods for better resource planning, and maintaining detailed records of all interactions which proves invaluable for building stronger client relationships, demonstrating consistent engagement, and ensuring seamless handovers between team members.

🔥 Improvements

We are always making improvements to various areas in itris from usability enhancements to customer feedback. Here’s what we’ve improved in 9.35:

  • We have added sort order options to submissions tabs on applicant, company, contact and job records, as well as to the Job and Placement tabs on company and contact records. These options now provide you with better flexibility on how you view these areas, to that they can fit in more naturally with your workflow and needs.

  • To compliment the change above, we’ve also simplified the default sort orders for these areas to created date (submissions) or start date (jobs/placements) descending. But you can easily switch back to the previous ‘Relevance’ sort order if required.

  • Data Retention Consent has now been added to the Consent tabs for Applicant, Company and Contact records. An important note here is that existing records will default to Opted Out of Data Retention (as this was deemed the safest option), however if you read the next bullet you’ll see how you can easily remedy this.

  • You can now use Bulk Update from Searches and Groups to bulk update all Consent options: Data Retention, CV Marketing, Email Marketing, SMS Marketing and Postal Marketing.

  • New ‘Teams’ columns have been added to reports to show things like the Team the ‘Created By’, ‘Obtained By’ etc User belongs to.

  • You can now utilise the Regenerate Compliance functionality on jobs that don’t currently have any compliance requirements configured. Previously, an existing requirement configuration was required to use this feature.

🚀 Coming Soon

Our roadmap is ever-growing. Here’s a sneak peek of what’s coming to itris soon.

- Company Merging Coming soon is the ability to merge Company records together to save duplicating data between records and to keep your data tidy.

- KPI Dashboard & Activity Report We are currently working on a KPI Dashboard with 15 of the most popular metrics to users to track activity against target. Users will also be able to drill down into this data to see a list of the activity that has contributed towards it. Alongside this will be a KPI Activity Report where users, teams and groups can be reported on.

- 📱 Mobile App (2025) We’re excited to announce that we have a mobile app in development which will be available on both iOS and Android. We will be releasing more information on this as we get into the new year.