This document will cover various email functionality options, such as attaching documents to records, as well as creating email templates and mass emails. To View Email Account: To view your email account, including sub folders of your inbox,...
What is Mass Emailing? Mass emailing is used to mass email employee pay stubs as well as mass email customer invoices. See How to Email Pay Stubs or How to Email Invoices for more information on how this functionality works in Enterprise. ...
Overview You are able to utilize a Gmail email account within Enterprise for the sending and receiving of emails. Generating the App Password In order to add a Gmail account within Enterprise, you will need to have generated an "App Passw...
Setting up Outgoing Emails in Enterprise In Enterprise, an email must be set up so that you can utilize email functionality in the system. Below is a guide to assist you in integrating your email as an outgoing email address. Emails delivered...
Email Functionality in Enterprise You can add your existing email to Enterprise in order to send or receive emails within the system. Using Enterprise email functionality allows you to quickly send mass emails to candidates, log messages while em...
Full Reports Manual Enterprise houses hundreds of helpful reports to allow for accurate reporting and forecasting. To view an entire manual that showcases each report and its functionality: Reports Manual.pdf ...
Saving record favorites allows users to quickly navigate to records without having to run a search, even after logging out and logging back in. How to View Favorites: Favorites are accessible via the star icon and each record type is eligibl...
How to Create Calendar Appointments If you are using our Calendar in Enterprise, you can create calendar appointments one of two ways: From Messages: When logging a message on a record, select 'schedule an appointment' under follow-up Ent...
What is the navigation tree? The navigation tree is the list of options that appear in the lower left corner of your Enterprise window: If you use Enterprise you interact and utilize the navigation tree to locate records and navigate througho...
Tips for Message Logging In the staffing world it can be hectic and at times overwhelming to keep track of what discussions and activity have happened with employees, customers, and even on an individual assignments. Enterprise allows users t...