Administrators Guide
Account admin setup, configuration and tutorials
By Kyle and 4 others5 authors85 articles
Relationships: Business vs Business Plus
Document Categories
Creating a Contact Status
Creating a Form Request
Crelate System Requirements
Administrator User Guide
Creating a Company Status
Creating A Document Type
Workflow Stage Examples
Creating your Workflow Stages
Managing, Creating and Exporting Tags
Enabling Duplicate Detection
Managing Duplicates
Creating an Activity Type
Creating Your Employment Search (MPC) Workflow
Creating a Custom Opportunity
Creating and Deleting a Custom Field
Email Journaling and Set Up
Best Practices: Field Mappings
Creating Activity Forms
Placement Master Guide
Best Practice: Placement Forms
Best Practices: Creating Activities
Best Practices: Last Reach Out & Last Engagement Date
Best Practices: Custom Fields
Best Practices: Recruiting Workflow
Activities and Workflows
What is GDPR?
Single Sign On
User Roles
Managing Two Factor Settings (2FA)
Admin vs Normal vs Read Only
Crelate Data Retention, Backup, Security and Availability
Enabling CareerBuilder User Access
Deactivating and Deleting a License
Password Security
Crelate Support Account Assumption
User Security for Email Campaigns
IP Filtering
GDPR Management
EEOC and OFCCP Compliance Tracking
GDPR Management and Workflow
EEOC Updates
Caching and Job Portals
Pass Reasons
Burden Rate and Burden Percentage
Naming Rules
Show "Related" Contacts
Deleting an Activity Type
Enabling and Using the Resume Toolbox
Connecting your Dice and CareerBuilder Accounts for External Resume Search
Auto Numbering a Job
Setting a Default Activity Form
Placement Statuses
Automated Ownership Expiration
Timeline/Work History
Selecting your Activity Mode
Using Formulas to Calculate Field Value
Allowing Attachments on your Activities
Deleting a Workflow Stage
Auto Numbering Contacts
Setting Up Custom Contact Research Links
Removing Email Journaling
Enabling a Follow-Up Activity
Using a Picklist in Crelate
Creating a Placement Form
Automatic Workflow Emails
Auto Application Email
Auto-Approving Applications
Enabling A Job Creation Notification Email
Viewing Flagged Emails And Phone Numbers
Managing Required Fields
Field Mappings
Contact Data Enrichment Plans and Pricing
Deleting Email Templates
Regional Settings
Creating a Tracked Activity
Whitelisting an email address
Billing Admin License
How to Purchase Email Campaigns
Rejecting Applications
Relationships Master Guide
Creating Relationship Groups and Types
BETA - Confidential Fields
BETA - How to Set Up Confidential Fields with Encryption or Masking