Access REC Consolidated

If you are a systems admin, learn how to add new attributes to our system.

Create new attributes

It is sometimes necessary to clear your browser cache and cookies.

Clear cache and cookies

For the best practice for extending placements, please see below:

Extend placements

To add or edit Sectors please follow the steps below:

Adding/editing Sectors

This 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…

'Before you can delete this record ...' error when trying to delete a record

It is possible to change the Applicant Action Status description and/or Icon in the system.

Change the Applicant Action Status description and/or Icon

This 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.

How to make fields mandatory

This 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…

Applicant Tabs and View Menu

This article explains how to add or edit entries in one of the look up tables.

How do I add or amend look ups

This article provides information about how to set up and manage the documents that are sent automatically when an applicant is placed (Placement documents).

Can booking documents be sent automatically?

This article explains how to add or edit different Nationalities such as African or Asian countries and all other parts of the world.

How do I add/edit different Nationalities

This article explains how to set up what documents are sent out with the different CV send processes.

CV Send Activity Setup

This article explains how to view record lists as a table grid or view table grids as record lists with single record preview.

How to view record lists as a table grid (or vice versa)

I want to add CV library, LinkedIn, Jobsite, and Reed as sources to the system. How do I do this?

How do I add or edit the source field

This 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,…

Actions (notifications) Menu

You can order the applicants to most recent first - follow the steps below.

Can you order applicants in Access Recruitment CRM in a specific order

This 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…

Client Tabs and View and Financial Menu

In this article, we introduce you to our new Status Dashboard available within the Access Recruitment Division.

Access Recruitment Division New Status Dashboard

This article explains how to subscribe for alerts on the Access Recruitment Division status dashboard and also how to unsubscribe from the alerts.

Register for alerts on the status dashboard

The purpose of this article is to explain how to access the status dashboard and what the dashboard is for?

New status dashboard for The Access Recruitment Software Company

This 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…

Contact Tabs and View Menu

This article explains how to create a new applicant if you do not have a CV available and therefore can not use CV Parser.

Create an Applicant

This 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…

Permanent Job Tabs and View Menu

This article explains how to find out how many user licenses you have.

Display the number of user licenses we have

This article explains how you can quickly return to the home screen to view your dashboards.

How can I quickly return to the dashboards (home screen)

To refresh the screen on a browser on the Mac see the steps below:

How do you refresh on a Mac?

This article explains how to find the release notes if you have ticked the Do Not Display Again box.

See the release information when you log in

This article explains how to set up which documents will be automatically attached to new placements.

Set up Placement documents

This article explains how to go back a screen when working in Access Recruitment CRM.

Browser back button loses what we are working on

How 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…

Add additional contact types

When trying to extend a placement you get the error:
The selected Placement(s) have already been extended.
Please select other placements.

Cannot extend placement with error 'Placement(s) have already been extended'

This article provides information about how more titles can be added to Access Recruitment CRM in addition to Mr, Mrs.

How to add additional titles

Filter 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.

Filter on multiple values

This article explains how you can add new attributes or Master attributes to the system:

How to create new attributes

Use this guide to add a new client and update its key details for recruitment and job management.

Add and Update a Client Record

Use this article to learn how to add a new contact to an existing client record.

Add a New Contact

This article provides information about the Business Growth Tab on a Client record.

Client Business Growth Tab

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