FAQ
This folder is for more involved user questions, including dealing with common problems.
In each assignment, there is a unique link enabling execs to register and connect direct to that assignment. This means you could create an advert somewhere...
Fri, 3 Jan, 2025 at 1:55 PM
On the person page, select all the people you would like to move to a new, single owner (1). On the row of new buttons at the top, click Ownership (2) and ...
Tue, 30 Nov, 2021 at 11:24 AM
If the system is saying that a higher project number exists, you must either use a higher number than the problem one, or remove the problem one from the sy...
Fri, 3 Dec, 2021 at 8:24 PM
People with the 'External' permissions group can only see the assignments on which they are named. Adding an external person to an assignment, s...
Wed, 8 Dec, 2021 at 8:24 AM
If you set up a meeting in Ezekia with no invitees, then no invite goes out to Outlook, but a record does appear in Ezekia. If you invite yourself and oth...
Mon, 20 Dec, 2021 at 1:44 PM
These reports should be run from the assignment candidate list (this ensures that the correct assignment is referenced in the report). From the assignment ...
Wed, 4 Sep, 2024 at 10:37 AM
To run your reports, go to the assignment candidate list. The report will come out in the order in which the candidates are displayed, so set the sort order...
Tue, 24 Dec, 2024 at 11:05 AM
The shield shaped compliance icon (1) is a feature that allows you to deal with compliance notifications without having to change to the compliance screen. ...
Tue, 11 Mar, 2025 at 2:35 PM
You can't re-format the dates in the query builder itself, but there is a way of reformatting them quickly in Excel. Select the column with the da...
Tue, 18 Jan, 2022 at 8:43 AM
The main link on any note is the person/project/company that the note is created on. You can then add a context to indicate a link to another record on the...
Fri, 3 Jan, 2025 at 4:35 PM