Set-up and Customisation
How to create an email signature
1. Start by opening Settings to access customisation options 2. Select Email from the Channels section to manage your communication settings 3. Open the Default Font Family dropdown to update your email's professional appearance 4. Click Add New ...
How to manage users
1. Click the settings icon to manage system preferences and admin features 2. Select Users in General to view and manage your team accounts 3. Click New User to quickly add a fresh team member 4. Begin by entering the new user's details 5. Select the ...
How to create canvas views for a module
1. Start by accessing your personalised dashboard view 2. Open Settings to begin customising your experience 3. Select Canvas under the Customisation heading 4. Click Create Record Detail Page to start designing a personalised page 5. Choose the ...
How to use the Home Page and Dashboard
1. Check your user profile and account status at a glance 2. Stay organised by viewing your current open tasks and priorities here 3. Get instant insights by exploring enquiry analytics 4. See your Total Applicants here in the given time period 5. ...
How to create custom views for a module
1. Start by confirming you're on your personal dashboard 2. Navigate to the module you want to create a custom view for 3. Use the dropdown change the view 4. Switch to List View for a quick glance and comparison of employee details 5. Use the ...
How to create Kanban views for a module
1. Start by launching the app 2. Head over to the Enquiries module to manage and organise all your incoming requests 3. Click the dropdown next to Enquiries by Status to begin customising your workflow display 4. Select Create Kanban View to tailor ...