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Go Live Actions (Data converted into Infinity)

General

Below are the key areas for setting up Infinity, it is recommended that you work through all the administration areas to ensure the system is setup to your specific requirements but completing the list below will ensure the system is setup for syncing of emails and sending of template emails

Key Areas

1. Setup your internal Company record, do NOT add any contacts (these will come across once the users have been put into the company in the User Administration)

Click here to view how to add your internal company

2. Exchange Server details and EXCLUSIONS

Click here to add / view / edit exchange server and input EXCLUSIONS

3. Within the User Administration, complete all consultants details, ensuring you select the internal company and location, add linkedIn URLs and assign Distance Search licence’s. Setup each users exchange mailbox's to activate synchronisation

Click here to view how to add / edit users including exchange sync

4. Setup Email / SMS Templates

Click here to view how to add / edit email / SMS Templates

5. Setup CV Builders

Click here to view how to add / edit CV Builders

 

Use the New Client Checklist to go through all the administration areas on completion of these key areas

 

If you have had a data conversion and gone through the final cut process then you will find any work completed on the areas below will have been kept:

• Business Rules
• Financial and General Settings
• iCapture Administration
• iResearch Destinations
• Notes Templates
• Permissions
• Reference Data
• Templates (except Blank SMS or completely blank templates)
• CV Builders

 

Any other settings or content may need to be re-entered. Go to main admin menu to view content and walkthrough's for setting up Infinity

 

 

 

 

Click to access System Status