Administrators Guide

Account admin setup, configuration and tutorials

Crelate Support avatar Kaleigh Hendershot avatar Lindsey Wise avatar
69 articles in this collection
Written by Crelate Support, Kaleigh Hendershot, and Lindsey Wise
The Basics

Creating a Contact Status

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Crelate System Requirements

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Administrator User Guide

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

Creating a Company Status

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Creating A Document Type

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

Managing and Creating Tags

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

Enabling Duplicate Detection

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Managing Duplicates

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Creating an Activity

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

Creating An Employment Search (MPC)

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Creating a Custom Opportunity

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Creating and Deleting a Custom Field

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Email Journaling and Set Up

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Best Practices: Field Mappings

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Creating Activity Forms

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

Placement Master Guide

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

Best Practice: Placement Forms

Learn the best practices for utilizing placement forms in Crelate
Crelate Support avatar
Written by Crelate Support
Updated this week

Best Practices: Creating Activities

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

Best Practices: Custom Fields

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Best Practices: Recruiting Workflow

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

Activities and Workflows

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

Deleting an Activity

Crelate Support avatar
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
Crelate Support avatar
Written by Crelate Support
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

Crelate Support avatar
Written by Crelate Support
Updated over a week ago

Setting a Default Activity Form

Crelate Support avatar
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.
Lindsey Wise avatar
Written by Lindsey Wise
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

Crelate Support avatar
Written by Crelate Support
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

How to create a Placement form in Crelate
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

Crelate Support avatar
Written by Crelate Support
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

How to email your team when a new job is created
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