FAQ
This folder is for more involved user questions, including dealing with common problems.
Ezekia uses cookies to store things like filter panel and login settings. If you notice that your settings are not being remembered after closing your bro...
Mon, 28 Oct, 2024 at 12:17 PM
TABLE OF CONTENTS Overview Deleting a User Profile Disabling a User Profile Overview Ezekia has options to either delete a user profile entirely, rea...
Mon, 28 Apr, 2025 at 8:39 AM
In the portal, click the 'Invite Clients' button and then 'Manage Invites' (1). In the next panel, switch to 'Portal' (2). There w...
Wed, 19 Oct, 2022 at 8:56 AM
You have probably clicked the 'eye' icon on the record mentioned in the email. This is the 'notify' icon, and it means that any time anyone...
Mon, 24 Oct, 2022 at 8:37 AM
Administrators can add, amend, delete and re-sequence most tags used in the system. Tags are amended using the 'Gear' con in the top right had corn...
Wed, 23 Oct, 2024 at 1:05 PM
The yellow duplicates icon (shown below) allows you to merge or ignore duplicate records without having to navigate away to the Compliance, Data cleansing v...
Fri, 17 May, 2024 at 11:39 AM
There are two rules that might stop you creating a client portal or seeing the Client Portal button: You must be an admin, or the owner of the project, to...
Fri, 11 Oct, 2024 at 4:06 PM
Contacts are people that actually have a connection to the company record in their profile (so the company name is clickable in the person profile). S...
Thu, 26 Jan, 2023 at 9:15 AM
Revenue converted amount (USD) – this will be the amount converted to USD at today’s exchange rate. Revenue amount (USD fixed) – the amount converted to U...
Thu, 9 Feb, 2023 at 9:32 AM
Click on the 3 line icon in the top right corner and select Compliance, then choose the Data Cleansing option on the right. On this page you can switch be...
Tue, 17 Oct, 2023 at 3:01 PM