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Knowledge base
Getting Started
Video Tutorials
24
Video tutorial and screen guide summary
Search Functionality Tutorial
Types Of Profile Tutorial
Target Companies Tutorial
Assignment Manager Tutorial
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Frequently Asked Questions
33
What are the different Show options in the filter panel for?
Why can’t I always see other people’s meetings?
How are Company Records Created?
How do I add new users?
How do I set the default Mail client to Outlook (windows 11)
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Screen Guides
17
Using the Chrome Extension
Candidate Search
Quick Search
Record Relationships
Query Builder Screen Functions
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General Articles
FAQ
117
Forms not sending
Who gets notifications of new executive signups?
What if the job is not in the search list?
How do I reset my password?
What happens when I add an unconnected profile to an assignment?
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Outlook and Chrome Integration
30
How do I set up the default Email application?
How do I get the Outlook Add-in to work in Safari?
Why are there two ways of setting up email in Ezekia?
Why do I get duplicate people records when using the Chrome extension?
How do I remove and re-add the Chrome Extension?
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Other Integration
15
What is the basic spreadsheet import process?
What is the process to move to Ezekia from another platform??
Why are some notification or client portal emails not arriving?
What sort of things can I use Zapier for?
Saving Outlook contacts to iPhone Contact List
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New Features
2
Ezekia Webinar Recordings Archive
AI Automation in Ezekia
Sidekick AI and MCP
17
AI Automations and MCP Tools
AI Enrichment & Creation
AI Sidekick
Connect AI Tools to the Ezekia AI Server (Model Context Protocol - MCP)
Data Enrichment in Ezekia
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