Features
Explore the different features available in the system.
Organisational ChartThis article explains how to set up an organisational chart, linking subsidiaries with organisations (child records).
Wishlist or wanted featureTo request a new feature be added to Access Recruitment CRM, we can add it to the wish list for you.
Can I change the CV Naming Format on CV Send emailsIs it possible to change the default CV Naming format of the CV when sending a CV from the system?
Cookie policyThe cookie policy for Access Recruitment CRM.
Some imported PDF CVs display black boxSome imported pdf CVs files are displaying a black box, stopping users from seeing the information.
WalkMe bar is obscuring data on my screenThis article explains what to do if the WalkMe bar is obscuring data on your screen.
Why can I not alter the size of an existing custom column?In this article, we explain the process on amending the size of an existing custom column.
GDPR
GDPR help
Subject Access RequestHow to use the Subject Access Request option.
Subject Access RequestThis article explains what the function of the 'subject access request' feature is on a candidate / applicant record, and how to use it.
Right to be ForgottenThis article provides information about what to do if your applicant / candidate asks to exercise their right to be forgotten, and explains how you can comply in a few…
Data Protection queriesIn this article, we take you through the process on all your data protection queries.
Right to be forgotten button greyed outChanging an applicant/contacts profile (eg: change primary consultant to secondary consultant or change or add an address) the RTBF button greys out. You then need to search for the applicant/contact…
Fields affected by Right to be forgotten requestThis article provides information about what is actually done to the various fields when a "Right to be forgotten" request is actioned.
Bulk Processing
Making use of the bulk processing tools
How can I batch update attributes for applicants?This article explains how you can batch update attributes for applicants such as skills or qualifications.
Bulk Processing – Batch Mailshot OptionsThis functionality will allow the mailshot options to be quickly and easily updated for both applicant and contact records tagged in the focused saved tag file.
Bulk Processing – Client Batch Status UpdateEasily update clients from current status value to the new selected status.
Bulk Processing – Applicant Batch Status UpdateEasily update all applicant status records within the focused saved tag file from their current value to the new selected status value.
Bulk Processing – Batch Sector AssignmentEasily update your sector assignments in bulk from a saved tag file.
Bulk Processing – User's AssignmentEasily assign users to existing or to new sectors via the Sector Maintenance screen.
Bulk Processing Suite of 5 WidgetsStreamline high volume data and transaction processing, enabling you to handle large scale updates efficiently. This is a suite of 5 widgets which include adding the following functionality to your…
Reassign data from one user to anotherYou are able to move records from one Consultant to another in bulk using the User Re-assign function available within Access Recruitment CRM.
Business Development
Help with business development
Client Business DevelopmentThis article provides more information on how to use the Client Business Development tools.
Candidate CareThis article explains how to use the the Candidate Care screen to find applicants that have not been contacted recently.
Contact Business DevelopmentThis article explains how to use the Contact Business Development screen to find which of your Contacts need to be contacted.
Digital Assistant
How Access Digital Assistant (ADA) can help you
Access Digital Assistant icon obscuring 'toast' error messagesWe have noticed that the Support Assistant Feature is obscuring the Toast messages.
Access Digital AssistantUsing the Access Digital Assistant in Access Recruitment CRM.
Some users not able to use the AI Chatbot (Access Digital Assistant)This article explains why some users may not see the AI Chatbot when they click on the Access Digital Assistant icon.
KPI Reports
Tips on using the KPI reporting faclity
Set up or change the KPI reportChoosing what information appears on the KPI report.
Consultant not showing on KPI report appThis article explains what to do if some of your consultants are not showing in the KPI report app available on the Access Evo (Workspace) dashboard.
WalkMe Through
Using the built-in guided assistance
WalkMe bar is obscuring data on my screenThis article explains what to do if the WalkMe bar is obscuring data on your screen.