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Table & record Maintenance

  • Compliance - Dependent Items facility

    Compliance - Dependent Items facility From software version 1.00.15.260 (or later) it is possible to setup dependent items within the compliance section of the Influence professional software.   Once ...

  • Contact / Client (Company) Import From MS Excel

    Contact / Client (Company) Import Using Excel   How to Import Companies Into InfluenceIf you have a list of companies in an MS Excel sheet, it is possible to quickly/easily import these into your Infl...

  • Merge Candidates

    Merge Candidates It is possible to MERGE two Candidate records in the following way. 1) Login as the administrator [ADM] user. (Or any user with the 'Merge Candidates' privilege) 2) Run a candidate se...

  • Set a Key Code for a batch of candidates (Old Coding system)

    Set a Key code for a batch of candidates. For users running the older "KEY Codes" system for candidate skills, it is possible to run a search and then assign a specific key code to a batch of candidat...

  • How To Mass Update Candidate Records

    How To Mass Update Candidate Records The ‘Set Values’ option from within a search allows users to easily update a group of candidates to amend fields or add information. You should be logged in as the...