Administrators Guide

Crelate System Requirements

Written by Ian Remington
Updated over a week ago

Administrator User Guide

Written by Ian Remington
Updated over a week ago

Creating a Company Status

Written by Ian Remington
Updated over a week ago

Creating A Document Type

How to create, edit and delete a document type

Written by Ian Remington
Updated over a week ago

Workflow Stage Examples

Written by Ian Remington
Updated over a week ago

Setting Up your Workflow Stages

Written by Ian Remington
Updated over a week ago

Managing and Creating Tags

Written by Ian Remington
Updated over a week ago

Enabling Duplicate Detection

Written by Ian Remington
Updated over a week ago

Managing Duplicates

Written by Ian Remington
Updated over a week ago

Creating and Managing Activities

A

Written by Aaron Elder
Updated over a week ago

Creating An Employment Search (MPC)

A

Written by Aaron Elder
Updated over a week ago

Creating a Custom Opportunity

A

Written by Aaron Elder
Updated over a week ago

Creating a Custom Field

A

Written by Aaron Elder
Updated over a week ago

Email Journaling and Set Up

Written by Ian Remington
Updated over a week ago

Activity Forms

A

Written by Aaron Elder
Updated over a week ago

User Roles

Setting user privileges within your Crelate

Written by Kaleigh Hendershot
Updated over a week ago

Managing Two Factor Settings

Written by Kaleigh Hendershot
Updated over a week ago

Admin vs Normal vs Read Only

Written by Kaleigh Hendershot
Updated over a week ago

Crelate Data Retention, Backup, Security and Availability

Written by Kaleigh Hendershot
Updated over a week ago

Enabling Dice and CareerBuilder User Access

Written by Kaleigh Hendershot
Updated over a week ago

Deactivating and Deleting a License

Written by Kaleigh Hendershot
Updated over a week ago

Password Security

Written by Kaleigh Hendershot
Updated over a week ago

Crelate Support Account Assumption

Written by Kaleigh Hendershot
Updated over a week ago

User Security for Email Campaigns

Enabling or Removing Access for your Team to Send Email Campaigns

Written by Kaleigh Hendershot
Updated over a week ago

IP Filtering

Written by Kaleigh Hendershot
Updated over a week ago

EEOC and OFCCP Compliance Tracking

Written by Kaleigh Hendershot
Updated over a week ago

GDPR Management

Written by Kaleigh Hendershot
Updated over a week ago

GDPR Management and Workflow

Written by Kaleigh Hendershot
Updated over a week ago

Connecting your Dice and CareerBuilder Accounts for External Resume Search

Written by Lindsey Wise
Updated over a week ago

Auto Numbering a Job

Written by Ian Remington
Updated over a week ago

Setting a Default Activity Form

Written by Ian Remington
Updated over a week ago

Automated Ownership Expiration

Written by Lindsey Wise
Updated over a week ago

Timeline/Work History

Written by Lindsey Wise
Updated over a week ago

Selecting your Activity Mode

Written by Lindsey Wise
Updated over a week ago

Using Formulas to Calculate Field Value

Calculating Placement Form values

Written by Lindsey Wise
Updated over a week ago

Allowing Attachments on your Activities

How to enable attachments when logging an activity

Written by Lindsey Wise
Updated over a week ago

Deleting a Workflow Stage

How to delete a workflow stage that is currently in use

Written by Lindsey Wise
Updated over a week ago

Auto Numbering Contacts

Written by Lindsey Wise
Updated over a week ago

Setting Up Custom Contact Research Links

Written by Lindsey Wise
Updated over a week ago

Removing Email Journaling

Written by Ian Remington
Updated over a week ago

Enabling a Follow-Up Activity

Written by Lindsey Wise
Updated over a week ago

Using a Picklist in Crelate

Viewing Crelate's default picklists and creating custom picklists

Written by Lindsey Wise
Updated over a week ago

Creating a Placement Form

Written by Lindsey Wise
Updated over a week ago

Automatic Workflow Emails

How to set up an automated email in your workflow

Written by Lindsey Wise
Updated over a week ago

Auto Application Email

Written by Ian Remington
Updated over a week ago

Auto-Approving Applications

Written by Kaleigh Hendershot
Updated over a week ago

Placement Export

Written by Kaleigh Hendershot
Updated over a week ago

Enabling A Job Creation Notification Email

Written by Kaleigh Hendershot
Updated over a week ago

Viewing Flagged Emails

Written by Kaleigh Hendershot
Updated over a week ago

Field Mappings

Written by Kaleigh Hendershot
Updated over a week ago

Regional Settings

Written by Ian Remington
Updated over a week ago

Creating a Tracked Activity

Written by Ian Remington
Updated over a week ago

Whitelisting an email address

Written by Ian Remington
Updated over a week ago

Billing Admin License

Written by Ian Remington
Updated over a week ago

How to Purchase Email Campaigns

Written by Ian Remington
Updated over a week ago

Changing your Organization Name

How to change the display name of your Crelate account

Written by Ian Remington
Updated over a week ago

Rejecting Applications

How to reject a new application

Written by Ian Remington
Updated over a week ago