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  • SMS Setup

    Your Influence Professional system has the ability to send SMS text messages to candidates or contacts, and to record these Messages as Journals within the system. It is possible for Candidates/Contac...

  • CloudCall Setup (STAFF ARTICLE)

    In order to use Cloudcall the Influence database needs to be on version 1.00.19.007 or later.  If you do not know which version of Influence you are using, you can see this by clicking the [HELP] butt...

  • How to Merge Records

    Merging contacts in Influence is nice and easy, but is only possible if you are logged in as the ADM user or if your UserID (login) has been setup to 'Allow Contact Merge'. Contents  (Click an Item to...

  • Count users logged in

    It is often useful to count the number of users logged in to the database. If all of your licences are in use the system will display a warning Terminal Count Exceeded when trying to login. NB: This a...

  • How do I – Split a Company

    It is possible to split a branch from a company so that it becomes its own separate company. Login to influence with the UserID: ADM (i.e. Administrator user) (You *must* use the Login ADM - no other ...

  • Setup Compliance Check Items (v1.04)

    This article explains how to add and maintain compliance items in the database. Compliance items are mandatory items or documents required by candidates in order to work, and can be either warn or pre...

  • How to Find Duplicate Candidates

    Login as the user ADM (Administrator) >  The select Maintenance > Reporting Tools > Standard Reports, then choose “Candidate Duplication List”     Once the option runs, you will see a screen with vari...

  • How to Add a Workflow Document Template

    How to Add a Workflow Document Template Influence has several TEMPLATE documents that appear at the top of the ‘Docs’ page of a record. These are called Workflow Templates.  e.g. Any of these stored t...