FAQ

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

Filter Panels
Overview  When you’re on any list page, you can open the filter panel as shown: Once you have selected the filters, when you scroll down the pages of d...
Fri, 11 Apr, 2025 at 4:47 PM
Lists and Business Development/CRM Functionality
Functionality Lists are created in order to group users together for any reason.  For example, the quality of lead, the type of role the person has, conta...
Wed, 8 Oct, 2025 at 5:17 PM
What are the buttons for when I select a profile?
When you select 'All', one, or multiple person records, a row of buttons appears at the top of the page.  This allows you to perform the same a...
Tue, 17 Dec, 2024 at 5:52 PM
Screen loading problems with Ezekia
Ezekia screens (including the Chrome extension) can sometimes behave strangely, or fail to load. This might be caused by a corruption within your browser, i...
Mon, 2 Feb, 2026 at 11:44 AM
How do exchange rates work in Ezekia billing records?
When you create a billing record in a currency other than your own, a currency exchange rate is applied to it. The exchange rate used in Ezekia is updated ...
Fri, 12 Apr, 2024 at 9:58 AM
How to retrieve a saved Ezekia password from a browser (Edge and Chrome)
Web browsers like Microsoft Edge and Google Chrome have built-in password managers that store your login information for websites you visit. If you’ve forg...
Tue, 23 Apr, 2024 at 12:39 PM
How to Permanently Delete an Archived (or Merged) Company
After archiving a company, you may wish to permanently delete it, or alternatively you may wish to reuse the name of a company you have archived or merged....
Fri, 30 Aug, 2024 at 4:21 PM
URLs in Query Builder are not clickable in Excel
URLs extracted using Query Builder into an Excel spreadsheet are not clickable. This is as a result of the way the Microsoft API that we use for this wo...
Fri, 10 May, 2024 at 8:35 AM
How to ensure signature images are rendered correctly in Gmail
When you add an image to your email signature in Ezekia, the platform uses a specific encoding format that is compatible with many email clients, including...
Mon, 20 May, 2024 at 5:26 PM
Task Notifications and Calendar Entries
If you want to receive task notifications and reminders/invites into your Outlook calendar, please ensure you have this setting turned on within your perso...
Thu, 6 Jun, 2024 at 4:10 PM