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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...

  • 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 ...

  • Compliance - Stages & Completion

    Compliance stages and completion As part of the Compliance system it is possible to setup Stages against each compliance item.This lets users record what stage an item it at, and is useful for complia...