Getting Started
Get started and make the most of your software.
By Terence1 author38 articles
- Create new attributesIf you are a systems admin, learn how to add new attributes to our 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 anā¦
- 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 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 canā¦
- 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,ā¦
- 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 youā¦
- 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 updateā¦
- 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 updateā¦
- 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 toā¦
- 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.
- Client Business Growth TabThis article provides information about the Business Growth Tab on a Client record.
- Saved Tag FilesA Smarter Way to Manage and Action Your Data through a simpler, more powerful experience.