Advanced Functions
How to use the advanced functions of the system
By Terence1 author14 articles
- Delete a Contact Record Without Deleting the Candidate RecordThis article explains what to do if a record is both a candidate and a contact but one of those records needs to be deleted without deleting the other.
- Unable to see desired field in Configuration ModeThis article explains what to do if a user is trying to add a new field using Configuration Mode but when trying to unhide a field, this isn't possible toâŚ
- KPI Measure not showing in the Consultant KPI Analysis reportThis article explains what to do if you have recently created a new KPI Measure but this is not showing in the Consultant KPI Analysis report.
- See Cloud Shared Documents and Database UsageThis article explains how to see the amount of data used in the database and the Shared Documents area of the cloud version of Access Profile.
- Is there an option to export or print a list of all our codes?This article explains how to print a list of all your codes.
- Update an Existing Volcanic Discipline in ProfileThis article explains how to update an existing Volcanic discipline in Profile.
- Add a hub template to a user recordThis article provides information about how to attach a hub template to a staff or consultant record within Profile.
- Recent changes not updatingThis article explains what to do if your KPI's are not updating, or your searches are not being updated with the recent changes you made to the record.
- Move the Consultant KPI Analysis Columns (V11)This article explains how to move the columns within the Consultant KPI Analysis.
- Add new Event type codesThis article explains how to add a new event code to the system.
- Delete a recordThis article explains how to delete a record in Access Profile.
- Configure menu options on the leftThis article explains how to configure the menu options on the left side.
- Make a code unavailableThis article explains how to remove a code which your team no longer use, from the drop down list.
- Assign a user a dashboardThis article explains how to give a dashboard to a user.