Administrators Guide

Account admin setup, configuration and tutorials

Crelate Support avatar Crelate Support avatar Chelsie Pettit avatar
78 articles in this collection
Written by Crelate Support, Crelate Support, and Chelsie Pettit
The Basics

Document Categories

How to create a Document Category within Crelate
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Written by Crelate Support
Updated over a week ago

Creating a Contact Status

How to create contact statuses
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Written by Crelate Support
Updated over a week ago

Creating a Form Request

How to create a Form Request.
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Written by Chelsie Pettit
Updated over a week ago

Crelate System Requirements

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Written by Crelate Support
Updated over a week ago

Administrator User Guide

Learn the best practices and recommended first steps for all new administrators
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Written by Crelate Support
Updated over a week ago

Creating a Company Status

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Written by Crelate Support
Updated over a week ago

Creating A Document Type

How to create, edit and delete a document type
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Written by Crelate Support
Updated over a week ago

Workflow Stage Examples

Review real customer examples to spark some ideas when setting up your Recruiting and Sales Workflow Stages
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Written by Crelate Support
Updated over a week ago

Creating your Workflow Stages

How to create your Workflow Stages in both the Sales and Recruiting Pipeline
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Written by Crelate Support
Updated over a week ago

Managing and Creating Tags

How to utilize and create tags to organize your Core Records
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Written by Crelate Support
Updated over a week ago

Enabling Duplicate Detection

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Written by Crelate Support
Updated over a week ago

Managing Duplicates

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Written by Crelate Support
Updated over a week ago

Creating an Activity

How to create a new activity type within Crelate
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Written by Crelate Support
Updated over a week ago

Creating An Employment Search (MPC)

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Written by Crelate Support
Updated over a week ago

Creating a Custom Opportunity

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Written by Crelate Support
Updated over a week ago

Creating and Deleting a Custom Field

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Written by Crelate Support
Updated over a week ago

Email Journaling and Set Up

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Written by Crelate Support
Updated over a week ago

Best Practices: Field Mappings

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Written by Crelate Support
Updated over a week ago

Creating Activity Forms

How to create and manage Activity Forms
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Written by Crelate Support
Updated over a week ago

Placement Master Guide

All you need to know about placements in Crelate!
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Written by Crelate Support
Updated over a week ago

Best Practice: Placement Forms

Learn the best practices for utilizing placement forms in Crelate
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Written by Crelate Support
Updated over a week ago

Best Practices: Creating Activities

What are some recommendations and examples we see from our customer base?
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Written by Crelate Support
Updated over a week ago

Best Practices: Last Reach Out & Last Engagement Date

Why and how you may use these automated date fields to your advantage when creating activities
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Written by Crelate Support
Updated over a week ago

Best Practices: Custom Fields

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Written by Crelate Support
Updated over a week ago

Best Practices: Recruiting Workflow

What is a Recruiting Workflow in Crelate?
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Written by Crelate Support
Updated over a week ago

Activities and Workflows

What's the difference? When should each be used?
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Written by Crelate Support
Updated over a week ago
Advanced Customization

Burden Rate and Burden Percentage

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Written by Crelate Support
Updated over a week ago

Naming Rules

How to enable and use Naming Rules
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Written by Crelate Support
Updated over a week ago

Show "Related" contacts

Recruiting workflow settings. Show sales or client contacts associated with your job.
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Written by Chelsie Pettit
Updated over a week ago

Deleting an Activity

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Written by Crelate Support
Updated over a week ago

Enabling and Using the Resume Toolbox

As an account admin, learn how to enable and utilize Crelate's automated resume branding and redaction
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Written by Crelate Support
Updated over a week ago

Connecting your Dice and CareerBuilder Accounts for External Resume Search

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Written by Crelate Support
Updated over a week ago

Auto Numbering a Job

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Written by Crelate Support
Updated over a week ago

Setting a Default Activity Form

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Written by Crelate Support
Updated over a week ago

Placement Statuses

How to quickly view all Placements you've made by their statuses and how to configure these statuses.
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Written by Crelate Support
Updated over a week ago

Automated Ownership Expiration

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Written by Crelate Support
Updated over a week ago

Timeline/Work History

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Written by Crelate Support
Updated over a week ago

Pass Reasons

Understanding the pass reasons picklist option in Crelate
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Written by Crelate Support
Updated over a week ago

Selecting your Activity Mode

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Written by Crelate Support
Updated over a week ago

Using Formulas to Calculate Field Value

Calculating Placement Form values
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Written by Crelate Support
Updated over a week ago

Allowing Attachments on your Activities

How to enable attachments when logging an activity
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Written by Crelate Support
Updated over a week ago

Deleting a Workflow Stage

How to delete a workflow stage that is currently in use
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Written by Crelate Support
Updated over a week ago

Auto Numbering Contacts

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Written by Crelate Support
Updated over a week ago

Setting Up Custom Contact Research Links

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Written by Crelate Support
Updated over a week ago

Removing Email Journaling

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Written by Crelate Support
Updated over a week ago

Enabling a Follow-Up Activity

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Written by Crelate Support
Updated over a week ago

Using a Picklist in Crelate

Viewing Crelate's default picklists and creating custom picklists
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Written by Crelate Support
Updated over a week ago

Creating a Placement Form

How to create a Placement form in Crelate
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Written by Crelate Support
Updated over a week ago

Automatic Workflow Emails

How to set up an automated email in your workflow
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Written by Crelate Support
Updated over a week ago

Auto Application Email

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Written by Crelate Support
Updated over a week ago

Auto-Approving Applications

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Written by Crelate Support
Updated over a week ago

Placement Export

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Written by Crelate Support
Updated over a week ago

Enabling A Job Creation Notification Email

How to email your team when a new job is created
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Written by Crelate Support
Updated over a week ago

Viewing Flagged Emails

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Written by Crelate Support
Updated over a week ago

Field Mappings

How to create Field Mappings on your custom forms
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Written by Crelate Support
Updated over a week ago