Administrators Guide

Account admin setup, configuration and tutorials

A Ian Remington avatar Kaleigh Hendershot avatar +1
59 articles in this collection
Written by Aaron Elder, Ian Remington, Kaleigh Hendershot and 1 other
Advanced Customization

Deleting an Activity

Ian Remington avatar
Written by Ian Remington
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
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Connecting your Dice and CareerBuilder Accounts for External Resume Search

Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Auto Numbering a Job

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Setting a Default Activity Form

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Automated Ownership Expiration

Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Timeline/Work History

Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Selecting your Activity Mode

Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Using Formulas to Calculate Field Value

Calculating Placement Form values
Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Allowing Attachments on your Activities

How to enable attachments when logging an activity
Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Deleting a Workflow Stage

How to delete a workflow stage that is currently in use
Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Auto Numbering Contacts

Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Setting Up Custom Contact Research Links

Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Removing Email Journaling

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Enabling a Follow-Up Activity

Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Using a Picklist in Crelate

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

Creating a Placement Form

Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Automatic Workflow Emails

How to set up an automated email in your workflow
Lindsey Wise avatar
Written by Lindsey Wise
Updated over a week ago

Auto Application Email

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Auto-Approving Applications

Kaleigh Hendershot avatar
Written by Kaleigh Hendershot
Updated over a week ago

Placement Export

Kaleigh Hendershot avatar
Written by Kaleigh Hendershot
Updated over a week ago

Enabling A Job Creation Notification Email

Kaleigh Hendershot avatar
Written by Kaleigh Hendershot
Updated over a week ago

Viewing Flagged Emails

Kaleigh Hendershot avatar
Written by Kaleigh Hendershot
Updated over a week ago

Field Mappings

How to create Field Mappings on your custom forms
Kaleigh Hendershot avatar
Written by Kaleigh Hendershot
Updated over a week ago