FAQ

This folder is for more involved user questions, including dealing with common problems.

Adding a Direct Assignment Link for Adverts
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
How do I change ownership for lots of profiles?
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
Unable to setup Project auto-numbering
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
How can I let an External person see an assignment?
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
Who gets meeting invites when creating a meeting in Ezekia?
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
How can I run a custom candidate word report?
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
How do I run a custom project Word report?
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
What is the compliance icon for on person profiles?
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
Reformatting dates in spreadsheets obtained from Query Builder
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
What does a ‘Context’ do on a note?
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