All Collections
Administrators Guide
Account admin setup, configuration and tutorials
ADocument Categories
Creating a Contact Status
Creating a Form Request
Crelate System Requirements
Administrator User Guide
Creating a Company Status
Creating A Document Type
Workflow Stage Examples
Creating your Workflow Stages
Managing and Creating Tags
Enabling Duplicate Detection
Managing Duplicates
Creating an Activity Type
Creating Your Business Development or Employment Search (MPC) Workflow
Creating a Custom Opportunity
Creating and Deleting a Custom Field
Email Journaling and Set Up
Best Practices: Field Mappings
Creating Activity Forms
Placement Master Guide
Best Practice: Placement Forms
Best Practices: Creating Activities
Best Practices: Last Reach Out & Last Engagement Date
Best Practices: Custom Fields
Best Practices: Recruiting Workflow
Activities and Workflows
What is GDPR?
Single Sign On
User Roles
Managing Two Factor Settings (2FA)
Admin vs Normal vs Read Only
Crelate Data Retention, Backup, Security and Availability
Enabling Dice and CareerBuilder User Access
Deactivating and Deleting a License
Password Security
Crelate Support Account Assumption
User Security for Email Campaigns
IP Filtering
GDPR Management
EEOC and OFCCP Compliance Tracking
GDPR Management and Workflow
Burden Rate and Burden Percentage
Caching and Job Portals
Pass Reasons
Naming Rules
Show "Related" contacts
Deleting an Activity Type
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
Placement Statuses
Automated Ownership Expiration
Timeline/Work History
Selecting your Activity Mode
Using Formulas to Calculate Field Value
Allowing Attachments on your Activities
Deleting a Workflow Stage
Auto Numbering Contacts
Setting Up Custom Contact Research Links
Removing Email Journaling
Enabling a Follow-Up Activity
Using a Picklist in Crelate
Creating a Placement Form
Automatic Workflow Emails
Auto Application Email
Auto-Approving Applications
Placement Export
Enabling A Job Creation Notification Email
Managing Required Fields
Viewing Flagged Emails
Field Mappings