Core Features
This section contains information on the Core Chameleon-i Database broken down in to easy to use, step by step articles.
Getting Started
- Video Links
- Password Reset Function
- User Drop Down List Options
- Drop Down List of Action Buttons
- Getting Started - Overview
- Free Online Training Sessions
Admin
- Full Downloadable Backup
- Importing Email Templates From Mailchimp
- Unarchiving Users
- Mobile App
- Administrator Functions - Overview
- Admin Panel - Company Tab
Admin Customisation
- Note types that update the Last Contacted field on Candidate and Client records
- Custom Fields in Records Overview
- Lists - Company Priority Filter
- Lists - Company Industry
- Lists - Client Priority Filter
- Lists - Client Division
User Customisation
Plugins
- Downloading the Outlook Add-In
- Download and Install the Chameleon-i LinkedIn Plugin
- Outlook Plugin Guide
- Outlook Plugin Overview
- Downloading the Outlook Plugin
- Troubleshooting - Outlook Plugin
Chrome LinkedIn Extension
- Creating a Client Record using our Chrome LinkedIn Plugin
- Updating a Client Record with the Chrome LinkedIn Plugin
- Creating a Candidate Record using our Chrome LinkedIn Plugin
- Updating Candidate Records with the Chrome LinkedIn Plugin
- Updating the Link to an Existing Contact with the Chrome LinkedIn Plugin
- Creating a CV using the LinkedIn Plugin
Chameleon-i Mobile
Action System
- Action System - Bulk emailing candidates from a vacancy shortlist
- Action System - Candidate Call Note from a Candidate Record
- Action System - Client Call Note from a Client Record
- Action System Shortlist - Candidate Call Note
- Action System Shortlist - Send CV
- Action System Shortlist - 1st Interview
Diary
Email options, set-up and customisation
- How to manually synch for missing emails
- How to sign out of your personal Office 365 account
- How to re-authorize Microsoft Office365 in Chameleon-i
- Emails going to junk folder
- Microsoft Office 365 Exchange Sync Authorisation
- Exchange Sync - multifactor aunthentication (2FA) password
Word Merge and CV formatting
- Word Merge Processor Templates
- Using the Word Merge Processor in records
- In-browser .docx CV Editor
- In-browser .docx Attached Files Editor
- Word Merge Processor Options
- Edit Formatted CV Documents Inline
SMS Text Messaging
Telephony & Cloudcall Integration
Vacancy Posting
ChiPoster
- ChiPoster Introduction
- Using ChiPoster to Post Jobs to External Job Boards
- ChiPoster Tips and Tricks
- Setting Up Additional Users on ChiPoster
- Adding Job Boards to your ChiPoster Account
- A Guide to Login Details Required by Major Job Boards
spotajob.com - Free Vacancy Posting
Applicants Grid
- Applicants Grid Overview
- Creating Applicant Grid Emails
- Accept & Shortlist Candidates via the Applicants Grid
- Accept & Create Candidates via the Applicants Grid
- Rejecting Candidates via the Applicants Grid
- Applicants Grid Processed Applicants
Reporting
- Applicants Report
- Clients Reporting
- Activity Reporting
- Split Fee Reports
- CV Parsing Report
- Customised Reports
CV Parsing
Records
- Activities Tab
- Candidate Repeater
- Editing file names of files in the Attached Files' tab
- Using Skype in Chameleon-i Records
- Removing a Candidate Client Bridge
- How To Jump to Linked Candidate and Client Records
Company Records
Client Records
Candidate Records
- Internal Interview
- Shortlist Candidate Against Multiple Vacancies
- Creating a Candidate Record using Browse and Upload
- Creating a Candidate Record from an Email in Your Inbox
- Viewing a Candidate's Location on Google and Bing Maps
- Adding Candidate Education Level to Candidate Records
Vacancy Records
- Creating a New Vacancy
- Creating a Vacancy From a Client Record
- How to Create a Vacancy Record from the Vacancy Grid
- Vacancy Search Grid Abbreviations Explained
- Vacancies - The Shortlist Status
- Shortlisting Candidates in the Quick View in the Vacancy Grid
Placement Records
- Create a Placement
- Splitting Fees Between Consultants
- Setting Up the Local Fees Exchange Rate Feature for Placements
- Using the Local Fees Exchange Rate Feature in Placment Records
- Locking Placement Records
- Exporting Placements into a CSV File
Data Cleansing
Baskets
- Creating Candidate And Client Baskets From Within A Vacancy or Placement Basket
- Create a Candidate Basket with Associated Candidates from a Placement Basket
- Create a Client Basket with Associated Clients from a Placement Basket
- Create a Client Basket with Associated Clients from a Vacancy Basket
- Create a Candidate Basket with Associated Candidates from a Vacancy Basket
- Create a Client Basket with Associated Client Contacts from a Company Basket
Tags
- Region Tags
- Admin Panel - Tags Tab
- How to create a tag
- How to edit a tag
- How to delete a Tag
- Tags - Automatic Tag Assignment
Search
- Calendar Availability on the Candidate Default Search
- Default Vacancy Search - Radial
- Default Search Templates
- Advanced Search Pop
- Client Searching - Tag Search
- Search for ALL Candidates
Updated/New Search
GDPR
Jobs by Email Module
- Setting up Jobs by Email
- Jobs by Email & Auto Search
- Setting up Tags for the Jobs by Email Module
- Assign vacancies to Jobs by Email
- Jobs by Email Candidate Registration Invitation Email Template
- Inviting Candidates to Sign Up For Job Alerts
Video Tutorials
See all 9 articlesTrouble shooting
- Troubleshooting - SMTP Details for Gmail
- How to Clear Browser Cache
- Troubleshooting the CV Editor
- Troubleshooting the Outlook Plugin
- Troubleshooting - Logging In
- Troubleshooting - "Not Authorised" Message
Misc.
- Cloudcall Note Templates
- SourceBreaker
- Service Status
- Resetting your Chameleon-i password
- How Do I Clear My Browser Cache?
- Enabling spellchecker on Chrome