Crelate, Inc.

Details on how Crelate uses caching to increase performance

Caching and Job Portals

Understanding the pass reasons picklist option in Crelate

Pass Reasons

Burden Rate and Burden Percentage

Naming Rules

Recruiting workflow settings. Show sales or client contacts associated with your job.

Show "Related" Contacts

Deleting an Activity Type

As an account admin, learn how to enable and utilize Crelate's automated resume branding and redaction

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

How to quickly view all Placements you've made by their statuses and how to configure these statuses.

Placement Statuses

Automated Ownership Expiration

Timeline/Work History

Selecting your Activity Mode

Using Formulas to Calculate Field Value

How to enable attachments when logging an activity

Allowing Attachments on your Activities

How to delete a workflow stage that is currently in use

Deleting a Workflow Stage

Auto Numbering Contacts

Setting Up Custom Contact Research Links

Removing Email Journaling

Enabling a Follow-Up Activity

Viewing Crelate's default picklists and creating custom picklists

Using a Picklist in Crelate

How to create a Placement form in Crelate

Creating a Placement Form

How to set up an automated email in your workflow

Automatic Workflow Emails

Auto Application Email

Auto-Approving Applications

How to email your team when a new job is created

Enabling A Job Creation Notification Email

Viewing Flagged Emails And Phone Numbers

How to manage required fields for your records

Managing Required Fields

How to create Field Mappings on your custom forms

Field Mappings

Crelate Support

Aaron Elder

Kyle Kroeger

Advanced Customization

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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