Configuration
By Grace1 author25 articles
- Adding and Configuring Document TypesVincere can be configured to your company processes straight out-of-the box
- Geotag Locations in VincereUse geotagging in Vincere to map and manage addresses with Google Maps, enabling precise location-based searches, radius filters, and map views for Candidates, Jobs, Contacts, and Companies.
- Configuring CRM stages inside Vincere
- Send Bulk Emails to Candidates and ContactsLearn the different ways to send bulk emails to candidates and contacts in Vincere, including table view, advanced search, and third-party integrations.
- Offer Contract BuilderHow to build Offer Contracts Template
- Placement probability by stageStart using Fee Forecast by settings placement pbabilities
- Understanding wildcards in Vincere
- Credit Invoice BuilderHow to create a credit invoice template
- Transfer a licenseLearn how to transfer an existing licence to a new consultant / user?
- Understand the Default Candidate SourcesSetting up Candidate Sources? Here's a quick overview of the default sources
- Color-coding for BrandsLearn how to color-code brands for quick record ownership identification
- Configure Custom Rejection ReasonsPre-set rejection reasons for your consultants to choose from
- LiveList™ SettingsConfigure columns for your LiveList™
- Umbrella & Limited Companies SettingsAll you need to know about Umbrella & Limited Companies in Vincere
- How to Set Up Onboarding DocumentsHow to setup different types of Doc Checks in Vinny
- Sales and Purchase Invoice BuilderHow to create a sales or purchase invoice template
- Consolidated Sales and Purchase Invoice BuilderHow to create a Consolidated Invoice Template
- Client Booking BuilderHow to build a Client Booking Template
- Interview Doc Check Declaration BuilderHow to build Interview Doc Check Declaration templates
- Configure User Settings in VincereHow to set your User Settings (setting default views, personal information, email and organizational settings)
- Enabling 2FA in Microsoft OutlookHow to set up 2FA when connecting Outlook to Vincere
- Enabling 2 FA in Microsoft Office 365How to set up 2FA when connecting Office 365 to Vincere
- Self-Bill Invoice Builder
- Job Doc Checks Compliance
- Add Expiry Date to Candidate DocumentsEnsure all necessary candidate documents are current and valid.