Getting Started
Get started and make the most of your software.
Creating new attributesYou can add new attributes to the system.
Clear cache and cookiesIt is sometimes necessary to clear your browser cache and cookies.
Extend placementsFor the best practice for extending placements, please see below:
Adding/editing SectorsTo add or edit Sectors please follow the steps below:
'Before you can delete this record ...' error when trying to delete a recordThis article explains what to do if you get the following error when trying to delete a record:
We are sorry, but something went wrong.
The system has encountered an…
Change the Applicant Action Status description and/or IconIt is possible to change the Applicant Action Status description and/or Icon in the system.
How to contact the Access Recruitment CRM Support TeamTo ensure your case is picked up by the correct team please ensure cases are raised through the correct method dependent on the nature of your request.
How to make fields mandatoryThis article explains how to enable certain fields to be mandatory fields, as in fields that have to have a value entered when saving or creating a new record.
Applicant Tabs and View MenuThis document provides a brief explanation of each standard tab along with some key items in the View menu so you are aware of the types of information you can…
How do I add or amend look upsThis article explains how to add or edit entries in one of the look up tables.
Can booking documents be sent automatically?This article provides information about how to set up and manage the documents that are sent automatically when an applicant is placed (Placement documents).
How do I add/edit different NationalitiesThis article explains how to add or edit different Nationalities such as African or Asian countries and all other parts of the world.
CV Send Activity SetupThis article explains how to set up what documents are sent out with the different CV send processes.
How to view record lists as a table grid (or vice versa)This article explains how to view record lists as a table grid or view table grids as record lists with single record preview.
How do I add or edit the source fieldI want to add CV library, LinkedIn, Jobsite, and Reed as sources to the system. How do I do this?
Actions (notifications) MenuThis article explains how to see if you have unread Messages in your Access Recruitment CRM Inbox which could contain sync error messages, eMail non-delivery reports, alarm messages, placement notifications,…
Can you order applicants in Access Recruitment CRM in a specific orderYou can order the applicants to most recent first - follow the steps below.
Client Tabs and View and Financial MenuThis document provides a brief explanation of each standard tab along with the items in the View and Financial menus so you are aware of the types of information you…
Access Recruitment Division New Status DashboardIn this article, we introduce you to our new Status Dashboard available within the Access Recruitment Division.
Register for alerts on the status dashboardThis article explains how to subscribe for alerts on the Access Recruitment Division status dashboard and also how to unsubscribe from the alerts.
New status dashboard for The Access Recruitment Software CompanyThe purpose of this article is to explain how to access the status dashboard and what the dashboard is for?
Contact Tabs and View MenuThis document provides a brief explanation of each standard tab along with the items in the View menu so you are aware of the types of information you can update…
Create an ApplicantThis article explains how to create a new applicant if you do not have a CV available and therefore can not use CV Parser.
Permanent Job Tabs and View MenuThis document provides a brief explanation of each standard tab along with the item in the View menu so you are aware of the types of information you can update…
Display the number of user licenses we haveThis article explains how to find out how many user licenses you have.
How can I quickly return to the dashboards (home screen)This article explains how you can quickly return to the home screen to view your dashboards.
How do you refresh on a Mac?To refresh the screen on a browser on the Mac see the steps below:
See the release information when you log inThis article explains how to find the release notes if you have ticked the Do Not Display Again box.
Set up Placement documentsThis article explains how to set up which documents will be automatically attached to new placements.
Browser back button loses what we are working onThis article explains how to go back a screen when working in Access Recruitment CRM.
Add additional contact typesHow to add additional contact types to the system.
Contact Type is a mandatory requirement on all client contacts. The descriptions you add to Access Recruitment CRM allow you to…
Cannot extend placement with error 'Placement(s) have already been extended'When trying to extend a placement you get the error:
The selected Placement(s) have already been extended.
Please select other placements.
How to add additional titlesThis article provides information about how more titles can be added to Access Recruitment CRM in addition to Mr, Mrs.
Filter on multiple valuesFilter results to outline more than one option e.g. I want to filter by status, I need to show status no's 2 ,3 and 4.
How to create new attributesThis article explains how you can add new attributes or Master attributes to the system:
Add and Update a Client RecordUse this guide to add a new client and update its key details for recruitment and job management.
Add a New ContactUse this article to learn how to add a new contact to an existing client record.