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Setup & Admin

  • Connect to Cloud Direct Service

    Pre-requisites Minimum Hardware requirements: Windows 8 + (Windows 10 home or professional recommended) 8GB RAM (16GB Ram recommended) 100GB free disk space Monitor with 1024 x 768 resolution (1280 x ...

  • Add a New Influence User

    Add a New Influence User It is possible to create new Influence user very easily in the Influence Database. This guide explains how to add a new Influence user, and the various options available when ...

  • Add a new Influence Icon

    Add a new Influence Icon to your Desktop Adding a new influence icon to your desktop is something that you may need to do if you are installing a new PC or if you are using a new PC that has previousl...

  • National Insurance, WTD and Pension Rates

    National Insurance, WTD and Pension Rates Within the Influence Professional system there are various placed where the system can show/calculate NI (National Insurance), WTD (Working Time Directive) an...

  • Connect to Cloud Desktop Service

    Pre-requisites Minimum Hardware requirements: Windows Windows 8 + (Windows 10 home or professional recommended 8GB RAM (16GB Ram recommended) 100GB free disk space    Monitor with 1024 x 768 resolutio...

  • Exporting Data / Tables

    Exporting Data / Tables From time to time it is necessary to export your data from Influence, perhaps for use in a third party product, or application. It is possible to extract or export the data fro...

  • Template Picker

    Template Picker A new Template Picker has been added which allows users to select and manage Journal templates more easily,The facility allows users to add, remove and select templates with a preview ...

  • Parent - Subsidiary setup

    Parent - Subsidiary Setup In Influence it is possible to activate the Parent/Subsidiary option.This allows you to record against a company the ID of it 'Parent' organization. When viewing a company yo...

  • Favourite Column Selection (Workbench)

    Column Selection (Workbench) When using the various workbenches ([Companies], [Contacts], [Candidates], [Vacancies], etc.) the system displays the search results in a grid with various columns of info...

  • Tasks - Automatically Create in Outlook

    Create in Outlook When creating a TASK in Influence there is a tick box labelled "Create in Outlook" If you tick this box, then as well as creating a task within your Influence database, it will also ...