Support
A wealth of extra support information
By Terence1 author62 articles
- No Available Licences errorThis article explains what to do if some of your users can't logon as they get a message 'no available licenses'.
- Options menu option is not visible to some usersWhat to do if the Options button from the left column is missing.
- Users getting 'Service Unavailable. HTTP Error 503. The service is unavailable'What to do if you get an Error 503 and "Service Unavailable" message when you try to access the system
- Service Unavailable. The service is temporarily unavailable. Please try again laterThis article explains what to do if users have been kicked out of Access Recruitment CRM and a 'Service unavailable' error has appeared.
- Viewing recently added Applicants and ClientsIf you can only see your own Applicants, Clients, Jobs and Contacts - but would like to see newly added Applicants and Clients of other users, see below:
- Is RDB Mobile compatible with Access Recruitment CRM?Does RDB Mobile app work with Access Recruitment CRM?
- No applicant / client / job / placement / project records are showing for any userThis article explains what to do if no Applicant/client/job/placement/project records not showing for all users.
- Spell check of documentsWhen in documents spell check does not work, you have to manually select spell check each time you go in - Is it possible to turn on spell checking.
- Unable to create a support case despite being on the entitlementWhat to do if you are unable to create a support case for the product even though you are on the product entitlement.
- Primary eMail address shows Object Id instead of the addressWhat to do to resolve the Object ID showing instead of the primary email address for candidates.
- RDB PluginsDoes Access Recruitment CRM have a plug-in area where we can use the same plug-ins that we use in Access RDB?
- Require a report of users MFA statusThis article explains how to request a report on the status of your users MFA.
- OutageIt looks like there is an outage on Access Recruitment CRM as users aren't able to access the system.
- Getting A White Blank Screen When Trying To ConnectThis article explains what to do if you are not able to connect to Access Recruitment CRM with Google Chrome browser - Users getting a blank white screen.
- Provide impersonation of an Access Recruitment CRM accountInstructions on how to provide access to my Access Evo (formerly Access Workspace) account to someone else.
- Provide an Access Support Engineer with remote accessThis article explains what to do if you are asked by an Access Support Engineer to provide them with remote access to your PC or server, please follow the steps…
- Need to adjust the licences I haveDue to staff changes, I need to amend my Access Recruitment CRM licences.
- Users being logged out when trying to view a pop up windowThis article explains why users will be logged out of Access Recruitment CRM when trying to view a pop up window in the system.
- Leaving Access - need copy of all my dataThis article explains what to do if you will be transferring to a different CRM system and need a copy of all your information / data.
- List values with system codes can not be deletedThis article explains why list values that have a system code can not be deleted.
- List of Values display orderI have created a list of values set as Yes/No/Not Applicable. Can they display in that order in the dropdown instead of "Yes" "Not Applicable" "No" (Alphabetically?)?
- Need to know who updated a recordThis article explains how to find out who was the last person to update a record.
- Remove a sector from a personTo remove someone from a sector, follow the steps below.
- What happens if a bug is found in Access Recruitment CRM?When an issue you have raised is identified as a bug, this is what happens next.
- Unable to edit another consultants Applicant ActionsThis article explains why consultants can only edit their own applicant actions.
- Unable to edit another consultants projectsThis article explains why you are unable to edit another consultants projects.
- Is there a way to see which records have been deletedCan we see recently deleted records or who deleted a record?
- Assign or unassign attributes from sectorsDo you need to make your attributes accessible to users within different sectors in Access Recruitment CRM? Read on to find out how to do this.
- How to prevent access to restricted recordsThis article explains how to hide a confidential or security restricted record or a record that cannot be deleted.
- Interview Confirmation option is greyed outThis article explains what would grey out the interview confirmation option, even if interview has been logged.
- How To Create or Edit custom column fieldsThis article explains how to add or change custom fields on Applicant (Candidate), Client, Contact, Job, and Placement record and what to do if the new fields do not appear…
- Overlapping text, can't use some buttons under summary card in systemIf you have overlapping text on the tabs, are not able to see and use any of the buttons on jobs or records, or records with long titles are pushing…
- Gain Access to Records You Cannot SeeLearn what to do if you cannot view certain records that other users or consultants can see.
- Apps available in Access EvoThe purpose of this article is to list the range of Access Evo apps that you can add to your dashboards for Access Recruitment CRM
- Which file types can I attach as Stored Documents?You can upload the following file types to stored documents:
- Unable to invite new user due to email domain whitelisting in Access EvoThis article explains what to do if you get an error when trying to invite new users. You must enter an email address allowed by the Email Domain Whitelist.
- Convert saved CVs to .pdf when sending outWhen sending out a CV from Access Recruitment CRM it is going as a .rtf file. Can I convert this to a .pdf file as my clients are not happy…
- How do I delete the source fieldI want to delete some of the entries for Source but I can not.
- How to send multiple CVs to ONE contactI want to know which is the correct procedure to send multiple CVs to ONE contact?
- Total commission percentage must be less or equal to 100When trying to add a secondary consultant and trying to add a 50% split, I get the error message: Before you can save this record ... Total commission percentage must…
- Is there the facility to manage Purchase Orders?This article explains how to manage purchase orders within Access Recruitment CRM.
- Use the Access Finance HubYou can use the Access Finance Hub to review your invoices, raise finance cases, and change the details on your account.
- Document Editor errorWhen trying to edit a document the error appears: Sorry! An error occurred whilst you were using the previous page
- Running a Dev Tools TraceIf the support engineer asks you to do a Dev Tools Trace, please follows the steps below:
- Adding a new CV to an existing record without re-parsingYou can add a new CV to an existing applicant / candidate by following the steps below:
- List of future interviewsYou can see a list of all your past, pending and future interviews:
- ProjectsThe purpose of this article is to explain what Projects are in Access Recruitment CRM and how they can be used.
- Access Evo "Unable to load app" error messageThis article explains what to do if you encounter the following error message in Access Evo: Unable to load app <App Name> This issue may be due to: network related…
- Edit Position AttributeI am unable to edit the position attribute for Job and Placement.
- Different payment types in the systemThis article explains what the different payment types are in the system and how they are used.
- Filtering in Contract Job ManagerIf you need to see the Scheduling and Contract Job Manager data for a particular sector, see below.
- Phone number used on record summary cardThis article explains which phone number will appear in the Summary Card.
- Images in Document Viewer are cut off but show properly in Document EditorWe copy and paste the content of a CV into a Word document with our company header and then save it to the system. We go to view it via…
- MFA (multi-factor authentication) or 2FA (Two-factor authentication)This article explains how to find out more about MFA or 2FA and how it is used in Access Recruitment CRM.
- Undoing a deletionIt is not possible to undelete data when it has been deleted from the system.
- Exclusion Type dropdownThis article explains how you can add, change or delete a Client Exclusion Type.
- Editing or amending lookup listsThis article explains how you can add, edit, change or delete items from a lookup list.
- What is Flag TextThis article explains what Flag Text is, where it can be found and how to use it.
- Time willing to commuteThis article explains where to find Time Willing To Commute and how to use it.
- Send an Interview ConfirmationUse this article to learn how to send interview confirmation emails to applicants and client contacts.
- Send a contact one email with multiple interview confirmationsThis article explains how to consolidate interview confirmations so you send 1 eMail to the contact with several interview confirmations.
- Favourite AttributesThe purpose of this article is to explain what Favourite Attributes are and how you can use them.