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Miscellaneous

  • SDS and IR35 (Status Determination Statement)

    Introduced within the Finance Bill 2020 is a requirement that clients provide an IR35 ‘status determination statement’ when assessing the IR35 status of contractors. This should be provided before a c...

  • Block Communication Based upon Status

    After release 1.00.18.140 it is possible to prevent communication with candidates (or contacts) based upon their Status. e.g. You may decide to prevent communication with any candidates who have their...

  • Email Import / Synchronise Mail Folder

    It is possible to import emails from your MS Outlook folders directly into Influence. This can either be done by dragging/dropping a selection of emails into Influence or by using the Mailbox Sync Too...

  • Portal Import Tool

    The Influence Candidate Portal Import Tool can be found in the Toolbox in the workbench.   It scans a dedicated Outlook Mailbox, creating Candidates, matching them to Vacancies and updating their Comp...

  • Shared Views

    From version 1.00.16.153 (or later) it is possible to setup Shared Views. These views can be setup once, and are then available to all system users for each of the workbenches ([Candidates], [Companie...

  • How to change the Computer Name for a Mac

    Changing your Mac's name is important because that is how others will find you on a network. It is important for Influence because when you login to the database it uses your Computer name to determin...

  • Reasons for no [Dial] button

    If you have your Influence database connected to your phone system you will normally have a [Dial] button on the Journal Entry page of Influence. If the [Dial] button does not appear, there are two co...

  • Adding a Document to the Word menu

    Influence can hold template documents specifically for each type of record in the system (Candidates, Clients, Contacts or Vacancies). When selecting the ‘Word’ menu at the top of the screen it is pos...