FAQ

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

How does 'Auto Follow' work in my settings?
With auto-follow turned off, records added by anyone (including yourself) are not automatically followed. With auto-follow turned on, any record you ad...
Wed, 29 Mar, 2023 at 9:20 AM
How do I make a different position the main one?
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...
Tue, 4 Apr, 2023 at 11:37 AM
Why is my Outlook add-in blank?
This might be related to the type of volume licence you have with Microsoft. Microsoft have removed support for Internet Explorer 11 and, as a resul...
Wed, 26 Jul, 2023 at 9:29 AM
A new user invite has expired
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...
Mon, 20 Jan, 2025 at 2:12 PM
What is the Linked Note tab for?
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...
Fri, 9 Sep, 2022 at 11:01 AM
What is the Alias field for on company records?
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 ...
Fri, 9 Sep, 2022 at 11:06 AM
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