Ezekia

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 c...

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...

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...

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...

By default, the filter panels actually search lots of fields, any of which might have had your search term in, causing unexpected records to be returned in...

With auto-follow turned off, records added by anyone (including yourself) are not automatically followed. With auto-follow turned on, any record you ad...

Usually, the current position will be shown as the main one at the top of the list, but if a person profile has more than one current position, you can cho...

As an admin, when you create a new user, the recipient will only have a fixed amount of time to click the link before it expires and cannot be used.   Admi...

When you create a note on someone, you can add a context of a person record (1), indicating that the note is something to do with that person.  If you go to...

Companies often re-brand and change their name, sometimes making them difficult to find in Ezekia.  Alias fields allow you to add any number of alternative ...