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Setup & Admin

  • How to Add Standard Documents

    Standard documents are used by the Influence Professional as a way of storing files that never change, but are regularly sent out. Examples of standard documents include, Terms & Conditions, Agency Pr...

  • How do I – Add Multiple Safe CV templates

    The Influence Professional  system can hold multiple Safe CV templates, any of which can be automatically created by the system simply by clicking the relevant icon in your Influence Professional soft...

  • Attribute coding setup Example

    System Setup When you first get your Influence Professional database you will want to setup an Attribute structure to allow you to 'tag' candidates with particular skills and attributes that you can l...

  • Contact Control

    The system allows users with administrator privileges to use the Contact control features. It is possible to set the system to control or restrict the calling of companies and contacts and the system ...

  • List of Common Merge Fields

    This is a list of common merge fields which are useful when designing email templates. When creating an email template within Influence you can simply type these merge fields directly into the templat...

  • How to Create/Edit a Word Template in Influence

    This article explains how to amend/edit existing Templates or add NEW templates to your Influence database. Setup Login as the ‘ADM’ user (or another user with Administrator privileges) and choose Mai...