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  1. Influence Limited

Knowledgebase

  1. Candidates

    1. CONGITO FORMS > Changes after Workflow
    2. Cognito Forms - Merge Field List
    3. Cognito Forms - Update Candidates/Availability
      4. See all 18 articles »

  2. Companies & Contacts

    1. Delete Contact Record (part of History Chain)
    2. The Capture Tool
    3. Move a Contact to another Site

  3. Vacancies

    1. Assignments/Research Projects

  4. System Admin

    1. Lock Journals after Entry
    2. Install Chromium Shim (KClient Update)
    3. Signable Integration v2 (Document e-Signatures)
      4. See all 28 articles »

  5. GDPR

    1. GDPR - Consent Manager
    2. Policy Opting in using MS Excel
    3. GDPR - Remaining Compliant
      4. See all 14 articles »

  6. Users

    1. Group users by Offices/Teams for searching on workbenches
    2. Move records to another User (Change Owner utility)
    3. Broadbean Integration - User Guide (Also applicable for LogicMelon)

  7. Table & record Maintenance

    1. Compliance - Dependent Items facility
    2. Contact / Client (Company) Import From MS Excel
    3. Set a Key Code for a batch of candidates (Old Coding system)
      4. See all 4 articles »

  8. Reporting

  9. General

    1. Mailshots (Macro, HTML, Attachments)
    2. Attributes - Uses & Examples
    3. Postal Address Lookup (GetAddress.io)
      4. See all 10 articles »

  10. User Guides

    1. Outlook Sync Agent
    2. Placement Fees Calculation
    3. Firetext (SMS Messages)
      4. See all 4 articles »

  11. FAQ

    1. Setup your email signature in Influence?
    2. Windows 11 - Drag and Drop onto Taskbar - Issues
    3. Can't Login to Influence Database

  12. TEMP Worker System

    1. TIMESHEET PORTAL Integration
    2. Import Bookings From Excel
    3. Timesheet Approval Emails - Timesheet Confirmation
      4. See all 47 articles »

  13. Getting started

    1. KCML Client Installation
    2. Checking which version of Influence you have

  14. Setup & Admin

    1. Connect to Cloud Direct Service
    2. Add a New Influence UserID
    3. Add a new Influence Icon
      4. See all 46 articles »

  15. Miscellaneous

    1. SDS and IR35 (Status Determination Statement)
    2. Block Communication Based upon Status
    3. Email Import / Synchronise Mail Folder
      4. See all 8 articles »

  16. Searching

    1. Enhanced Filters from Workbench
    2. Ad Hoc Filter from Workbench
    3. Google Map Pins
      4. See all 18 articles »

  17. Reporting

    1. SQL - Useful Queries
    2. AWR Report
    3. Vacancy KPI Report
      4. See all 10 articles »

  18. Matches & Interviews

    1. Multiline Contract Invoicing
    2. Compliance - Placement Questions
    3. Vacancy Status updating Match Status
      4. See all 7 articles »

  19. Training Guides

    1. CV Text Search (Boolean)
    2. How to Use, Send & Receive SMS messages in Influence
    3. Influence Cloud Direct - Updating Documents
      4. See all 14 articles »

  20. Influence Virtual

    1. Resetting your Influence Desktop Password
    2. Transferring data between a Hosted Desktop and your computer
    3. Setting up Outlook 2011 on your MAC
      4. See all 9 articles »

  21. IQ Reports

    1. IQ Report - How to Run an IQ Report
    2. IQ Reports: How to Install an IQ Report
    3. IQ Report - List of Booking Types
      4. See all 39 articles »

  22. Custom Export Formats

    1. Custom Timesheet Export Format - Xero Invoice

  23. Portal

    1. Portal Import - Compliance Documents

  24. Troubleshooting

    1. COM Errors
    2. IQ Report - Missing Columns (Rebuild Tables)
    3. Unlock KPI Build
      4. See all 7 articles »

  25. Default

    1. How to merge 2 Branch (sites) together
    2. Fix LinkedIn
    3. Conditional Merge Fields - $FUNCTION Fields
      4. See all 29 articles »