FAQ

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

Custom Field Grouping
Any custom fields can be grouped together by administrators, making them easier for users to navigate and find.  Users can collapse sections they don’t need...
Fri, 16 Sep, 2022 at 2:55 PM
How do I prevent duplicates when importing from Boardex?
For those firms that integrate with Boardex, it is now more difficult to import possible duplicate profiles from Boardex.  These are the rules are appli...
Fri, 7 Oct, 2022 at 2:36 PM
Security enhancements
Increased security measures on Ezekia will potentially affect how users login to the Ezekia website.   Note that Single Sign On (SSO) users will only be af...
Fri, 28 Oct, 2022 at 10:37 AM
How do I remove a person from an assignment without deleting them?
You can remove a person profile from an assignment without deleting the profile entirely, by navigating to the assignment candidate list and selecting the ...
Tue, 24 Dec, 2024 at 11:31 AM
The latest person note is sometimes different on different screens.
Researcher text notes are now shown 'In context' of the view you are on.  For example, if a user was looking at a candidate list on an assignment, ...
Fri, 17 Nov, 2023 at 8:28 AM
Can I paste pictures into the body of an Ezekia email?
You can copy an image from a program like 'Paint' direct into the body of an email in Ezekia. Note that the file sizes allowed are quite small, and...
Tue, 12 Dec, 2023 at 3:13 PM
Why do I keep getting notifications about people 'connecting' with my firm?
These notifications are from executives registered with 'Not Actively Looking' (a sister site of ours), who have seen your firm on the NAL websi...
Wed, 11 Jun, 2025 at 10:30 AM
How to Print or Download a Form
You can print or download a completed form. Simply open the form to view it and click the icon shown: This will provide you with a standard printing in...
Tue, 10 Jun, 2025 at 1:35 PM
What is the Dashboard icon for?
This icon is used to access the KPI Dashboard.   The KPI dashboard allows you to build your own list of reports or graphs about Ezekia data that you can t...
Thu, 1 Jun, 2023 at 11:40 AM
What is User Delegation For?
Overview User Delegation allows a specified user to access the system on behalf of, and as if they are, another specified user.  It means that the person u...
Fri, 31 Jan, 2025 at 8:41 AM