We recommend you review the guides below to be able to understand how to maximise your usage of the automated references within CentricFlow.
- What are the references for in CentricFlow?
- How do I switch them on?
- What are the default questions?
- How do I customise the questions?
- What question types are available for the reference questions?
- What is the default disclaimer on the references?
- How do I change the disclaimer that the client will need to accept when completing the reference?
- How do candidates add a reference during onboarding?
- How does a consultant add a reference?
- What does the reference look like for the client?
- Does the client have to login to complete the reference?
- Do the custom references stop the old references from being viewed?
- How do I view submitted references?
- How do I download submitted references?
- How do I know that a reference was submitted?
- How do I enable the notification for a consultant to receive an email about the completion?
- How do I enable automated reminders to the clients?
Additional Support
For any additional support or queries, please raise a ticket with our Customer Success Team on support@centricflow.co.uk or using the help button on the CRM.