Journals in Influence are used to record telephone conversations, emails and other system activities such as Status Changes. It is possible to setup the system so that these journals become LOCKED aft...
After 20th Feb 2022 Google updated parts of their API. This means that when you attempt to use certain features in your Influence database you may get a message stating A new KClient and Chromium int...
Signable is an e-signature product which allows users to send documents to Candidates and/or Clients for electronic signature directly from within their Influence database. **To use the integration yo...
When sending booking confirmations to workers, it is possible to include the name of the booking contact on the confirmation. It is common in certain industries (such as Construction) for the Booking ...
This article explains how to setup your Company Logo so that it is displayed at the Top Right of the system. (See below) System Setup/Parameters The system will need to be version 1.00.19.298 (or lat...
A new feature has been added to allow users to get the system to re-set a compliance item on a client record after a set number of days with no booking. A typical example of this would be to get the s...
It is possible to setup BRANDING by using snippets. This will allow users to replace one file and instantly transform the branding (logo) displayed on multiple documents within the system. It relies o...
It is possible to create a Template that will be used to populate the [Notes] page of any new Booking Requirement added to the system. How to Create the Template Login as the userID ADM (or any suitab...
From after version 1.00.18.151 the email blocking feature has been improved and allows control over what can happen with the emails stored in the system. On older installations, the menu option might ...
After version 1.00.18.116 it is possible to specify particular IP Address ranges, or individual MAC addresses which are allowed to connect to the database. If a user attempt to connect to the database...