Candidate Progress view (and how to switch views)

Audience: All Honey users (Sites, Sponsors, CROs, Phone Assessment Teams)
Purpose: Explain the Candidate Progress layout, clarify what changed (and what didn't), and show users how to switch views.

TABLE OF CONTENTS

• What changed?
• Why did it change?
• What didn’t change?
• Where do I add a Note?
• How do I switch back to the old view?
• Troubleshooting
• I don’t see the Notes option
• Related FAQs

What changed?

The Candidate Progress layout has been updated to make candidate milestones and recent activity easier to review.

Updates include:

• A refreshed Candidate Progress layout
• A clearer, more structured activity log
• Comments are now labeled Notes
• A more streamlined note entry experience

The goal is faster, clearer candidate tracking without changing your workflow.

What didn’t change?

This is an update to the look of Candidate progress and the name change from Comments to Notes only.

The following remain unchanged:

• No data was removed or modified
• No candidate history was lost
• No workflow requirements changed
• No reporting outputs were impacted
• No integrations were affected

All previously entered Comments (now called Notes) remain available.

Where do I add a Note?

To add a Note in the new layout:

1. Open a candidate profile
2. Locate the black action bar at the bottom of the screen
3. Select Note
4. Type the note you want to add
5. Click the arrow to save the note

Notes function exactly as Comments did previously, only the label and layout have changed.

Tip: To pin a note to the top of the screen, click the 3 vertical dots next to the note and select Pin.

How do I switch back to the old view?

If you prefer the previous (legacy) layout:

1. Open a candidate profile
2. Make sure you have the Candidate progress tab open
3. Locate the Activity log toggle (at the bottom right corner of the activities)
4. Select Activity log to see the old version, and select Overview to see the new one

Troubleshooting

I don’t see the toggle option

• Refresh the page
• Clear your browser cache
• Ensure you are using a supported browser (Chrome recommended)

If you still don't see the toggle, contact support@trialbee.com.

I don’t see the Notes option

• Confirm you have permission to add comments before this change
• Refresh your browser
• Try an incognito/private window

If the issue persists, submit a ticket with:

• A screenshot
• The study name
• The candidate ID

Still need help?

Submit a ticket at https://support.trialbee.com or email support@trialbee.com.

Include:

• Your name and email address
• The study name
• A short description of the issue
• A screenshot, if available (please remove any identifying information before sharing)

Related articles

Honey's candidate status definitions

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