Start a conversation

Setup & Admin

  • Compliance Type codes

    Sometimes it is useful to have several compliance items which are required for some clients, but not others. For example in a medical environment there may be certain checks & compliance items require...

  • SSL on Cloud Direct

    To provide our customers with the latest encryption benefits of on Influence Cloud Direct, we will require you to make sure the client icon has been set to use encryption. This only applies if you are...

  • National Insurance, WTD and Pension Rates

    Within the Influence Professional system there are various places where the system can show/calculate NI (National Insurance), WTD (Working Time Directive) and also pension contributions. It is possib...

  • Connect to Cloud Desktop Service

    Pre-requisites Minimum Hardware requirements: Windows Windows 8 + (Windows 10 home or professional recommended 8GB RAM (16GB Ram recommended) 100GB free disk space    Monitor with 1024 x 768 resolutio...

  • Exporting Data / Tables

    Exporting Data / Tables From time to time it is necessary to export your data from Influence, perhaps for use in a third party product, or application. It is possible to extract or export the data fro...

  • Template Picker

    A new Template Picker has been added which allows users to select and manage Journal templates more easily when performing  maintenance The facility allows users to add, remove and select templates wi...

  • Parent - Subsidiary Setup

    In Influence it is possible to activate the Parent/Subsidiary option. This allows you to record against a company the ID of it 'Parent' organization. When viewing a company you can select the [Parent]...

  • Favourite Column Selection (Workbench)

    When using the various workbenches ([Companies], [Contacts], [Candidates], [Vacancies], etc.) the system displays the search results in a grid with various columns of information. By default only cert...

  • Tasks - Automatically Create in Outlook

    When creating a TASK in Influence there is a tick box labelled [Create in Outlook] If you tick this box, then as well as creating a task within your Influence database, it will also create a reminder ...

  • Compliance - Stages & Completion

    As part of the Compliance system it is possible to setup Stages against each compliance item. This lets users record what stage an item is at, and is useful for compliance items where it is necessary ...