FAQ

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

How do I re-send a client portal invite?
It depends if the client has previously logged in before: •          If they have logged in before, you can send them this link:  https://client.ezekia.com...
Wed, 22 Jan, 2025 at 12:32 PM
When do executives receive automatic notifications?
In general, candidates are not notified automatically about anything – you choose when to advise people. 'Not Actively Looking' (NAL) profiles do no...
Mon, 3 Mar, 2025 at 1:44 PM
When I click the assignment, I want to go to the candidate list.
The user can now choose their destination when they click on the assignment. The assignment name now takes you to the Info page. The count of candidates ...
Fri, 13 May, 2022 at 9:58 AM
What is the difference between a toggle button and a toggle list in custom fields?
A toggle button custom field is a simple field with a Yes/No answer.   A toggle list is a group of related toggle buttons, all of which can be set indiv...
Mon, 23 Dec, 2024 at 2:46 PM
My DKIM settings are no longer valid.
You may have had some sort of system update or server change which has resulted in the required settings being lost on your website.  DKIM is used so th...
Mon, 4 Mar, 2024 at 10:26 AM
How can I reveal attachments on the client portal?
Attachments on candidate profiles are hidden by default on the client portal, but you can give access to them individually. If there are attachments for...
Fri, 20 Mar, 2026 at 2:56 PM
How do I set up automatic Project ID ranges?
You can set up number ranges in the Settings, Global page.  Scroll down the page to this section: If you already have project IDs set up with a sim...
Wed, 4 Dec, 2024 at 5:19 PM
Why cant I always see billing tabs on assignments?
You now need to be associated to an assignment in some way (by ownership, association or office group) to be able to see its billing details.  Your administ...
Mon, 13 Jun, 2022 at 1:33 PM
How do I copy records to a new assignment?
This can be done from an assignment candidate list.   Select everyone you want to copy over to another assignment, then in the row of buttons that appea...
Wed, 15 Jun, 2022 at 9:16 AM
Why can’t I see a candidate in the client portal?
Candidates not visible to firm user:  If you can see a candidate in the assignment candidate list, but not in the portal, it may be that the candidate has b...
Fri, 5 Jan, 2024 at 10:15 AM