Start a conversation

System Admin

  • Removing Old or Historical Records

    As part of database management it may be required to remove old or historical candidate records. To bulk delete candidate records, a search must first be run, in order to identify which records will b...

  • Deleting Candidate Records & Documents

    After version 1.00.17.213 the system has been enhanced to allow more complete deletion of candidate records. It is controlled by a new parameter 'Full On Disc Deletion of Documents Folder   Y/N. Detai...

  • Conditional Merge Fields - Snippets

    It is possible to store text against the Code Tables. There is a Specific (New) code table which has been added (after Version 1.00.17.101) called Template Snippets The idea is that users can add reco...

  • Conditional Merge Fields - System Number (Specific)

    Conditional Merge Fields - System Number  It is possible to store TEXT against the System Name. This stored text can be split into separate text stanzas if desired, and these text stanzas can then be ...

  • Conditional Merge Fields - UserID (Specific)

    It is possible to store text against the UserID. This stored text can be split into separate text stanzas if desired, and these text stanzas can then be used as MERGE fields on documents or templates....

  • GMAIL Integration

    From June 2022 Gmail requires OAUTH2 to run - - these steps below may not work. If you are wanting this feature, then please speak to influence. Normally in order to send Journals (emails) from Influe...

  • Fuze Phone Integration

    Fuze is a telephone system provider. If you are using Fuze for your telephony then it is possible to get the Influence Professional database to integrate with the phone system and allow dialing direct...

  • Multiline Merge fields

    This facility only exists in Influence Professional versions later than 1.00.14.064 and some TYPES only exist in later versions of the software. (e.g. The CANDDOCS type is only available from ver 1.00...

  • How to Setup Umbrella Companies

    On the CONTROLS page of a candidate record it is possible to record whether they are working via PAYE, as their own LTD Company or via an Umbrella Company. This information is then pulled onto any Con...

  • Last Contact Date Highlight

    Influence Professional software has colour coding on the last contact date in order to easily see when a contact or candidate has been communicated with. By default  Yellow Date Lets you know the pers...