Basic Functions
Using the Profile System
By Terence1 author24 articles
- Introduction to the Help File (V11)This article is to help introduce and get the best experience with the Help File.
- A quick guide to searchingA quick guide to using Boolean search terms AND, OR & NOT in Profile - in less than a minute!
- Managing Email Templates (Profile V11)This article explains how to get help with managing your email templates.
- An error occurred when saving the record [-1]This article explains what to do if you get the error [-1] when creating an Activity.
- Create a new Staff RecordThis article explains how to create a new staff record in Access Profile.
- Change the Status on a ContactThis article explains how to either set a Previous Contact back to Current or the other way around.
- Add to the Organisation Status FieldThis article explains how to add more status options to the Status field on an Organisation record.
- Responsible user showing as reference number insteadThis article explains why an event that should display another user's name is showing as a reference number.
- Vacancy Insight RequirementsThis article provides information about certain criteria the Vacancy must reach for any values to be shown within the Vacancies Insight tab.
- Book a training sessionThis article explains how to book a training session for Profile.
- Save to your local PC - TSClientThis article explains how to save a file within the Profile Cloud to my local drive.
- Support Portal QuestionsThis article explains what to do if you have any concerns about your Support Portal account or any questions with regards to the Support Portal.
- Changing KPI measuresThis article explains how to change your KPI Measures.
- Add a Source codeThis article explains how to add a new source codes into Profile.
- Provide an Access Support Engineer with remote accessThis article explains what to do if you are asked by an Access Support Engineer to provide them with remote access to your PC or server.
- Unable to find new Candidate in Quick Search bar (V11)This article explains what to do if you have created a new candidate but when searching for their name within the Quick Search Bar, you are unable to locate theā¦
- The vacancy has a booking outside the current date rangeWhen selecting the closed, cancelled or any other vacancy status in the vacancy general page, a validation check message appears stating: The vacancy has a booking outside the current dateā¦
- Best Practice Utilising HubTo help you get the most from your software, we've recorded our popular best practice webinars. Watch them and see how you can start making Access Profile work for you.
- Enable Admin permissions on Webportal for other licensesThis article explains how to enable the Administration (reset password & unlock account, accessed via Manage Users) permissions on the Webportal (cloud.microdec.com) for another license/user.
- Error: Task/Calendar LinkThis article explains what do do if, when a user is trying to add a task or calendar to an event in Profile they receive the error: Task/Calendar Link Errorā¦
- Subject Access Request ErrorThis article explains what to do if, when trying to run a Subject Access Request, you receive the following error: There is no valid method of output enabled. Please seeā¦
- Unable to accept Google Maps CookiesThis article explains what to do if, when you click on the Postcode hyperlink you receive the unable to accept the Cookies prompt.
- Step-by-step guide to diagnosing CRM slownessA structured self-triage guide to help you identify the cause of CRM slowness before contacting support - covering single-user, multi-user, and task-specific scenarios.
- Password reset email not receivedLearn what to do if you requested a password reset email but it hasn't arrived - covering spam checks, email address verification, admin resend, and when to contact support.