Training Session: How to Setup Agency Settings in CentricFlow?

In this virtual training session, you will learn about how you can setup your own Agency Settings in CentricFlow, prior to start using the CRM to its full potential.

About this training session?

This session will cover several Agency Settings topics, including:

• Agency Basic Details
• Agency System Notifications
• Agency Financials
• Agency Credit Controllers
• Agency Consultants
• Agency Branches
• Agency Security
• Agency Custom Fields
• Agency Custom Tags
• Agency Rates
• Agency Your Compliance
• Agency On-Boarding Settings
• Agency Document Types
• Agency Job Titles
• Agency Skills
• Agency Training
• Agency Minimum Compliance
• Agency Shift Categories
• Agency Booking Compliance
• Agency Email Templates
• Agency SMS Settings
• Agency CV Parsing Settings
• Agency Task Categories
• Agency Payroll Providers
• Agency Client Sectors
• Agency API

Virtual training session articles

Agency Basic Details

To Edit the Agency Basic Details please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-edit-the-agency-basic-details-video/

Agency System Notifications

To Edit The Agency System Notifications please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-edit-the-agency-system-notifications-video/

Agency Financials

To Edit The Agency Financials please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-edit-the-agency-financials-video/

Agency Credit Controllers

To Add A New Agency Credit Controller please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-credit-controller-video/

Agency Consultants

To Add A New Agency Consultant please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-consultant-video/

Agency Branches

To Add A New Agency Branch please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-branch-video/

Agency Security

To Add A New Agency Security IP Address Restriction please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-security-ip-address-restriction-video/

Agency Custom Fields

To Edit Agency Custom Fields for Client and Candidate Records please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-edit-the-agency-custom-fields-video/

Agency Custom Tags

To Add A New Agency Custom Tag please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-edit-the-agency-custom-fields-video/

Agency Rates

To Add A New Agency Rate please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-new-agency-rates-video/

Agency Your Compliance

To Add A New Agency Your Compliance Documents please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-new-agency-your-compliance-documents-video/

Agency On-Boarding Settings

To Edit The Agency On-Boarding Settings please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-edit-the-agency-on-boarding-settings-video/

Agency Document Types

To Add A New Agency Document Types please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-agency-document-types-video/

Agency Job Titles

To Add A New Agency Job Title please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-agency-job-titles-video/

Agency Skills

To Add A New Agency Skill please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-skill-video/

Agency Training

To Add A New Agency Training Type please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-training-type-video/

Agency Minimum Compliance

To Add A New Agency Minimum Compliance please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-minimum-compliance-video/

Agency Shift Categories

To Add A New Agency Shift Category please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-shift-category-video/

Agency Booking Compliance

To Add A New Agency Booking Compliance please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-booking-compliance-video/

Agency Email Templates

To Add A New Agency Email Template please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-email-template-video/

Agency SMS Settings

To Edit The Agency SMS Settings please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-edit-the-agency-sms-settings-video/

Agency CV Parsing Settings

To Edit The New Agency CV Parsing Settings please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-edit-the-agency-cv-parsing-settings-video/

Agency Task Categories

To Add A New Agency Task Category please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-task-category-video/

Agency Payroll Providers

To Add A New Agency Payroll Provider please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-payroll-provider-video/

Agency Client Sectors

To Add A New Agency Client Sector please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-client-sector-video/

Agency API

To Add A New Agency API please watch the video found in this page:

https://hub.centricflow.co.uk/knowledge-base/settings/how-to-add-a-new-agency-api-access-video/