Frequently Asked Questions

This folder is for new user 'How do I' type questions.

What are the different Show options in the filter panel for?
All:  This shows all records that you have permission to see. Following:  Any records marked by you as being followed will be shown in this view, so you...
Tue, 20 Dec, 2022 at 8:41 AM
Why can’t I always see other people’s meetings?
The visibility of meetings is set so that people can choose if the meeting should be ‘public’ (and visible to other users in Ezekia) or ‘private’ (not visib...
Fri, 17 May, 2024 at 4:10 PM
How are Company Records Created?
Companies can be entered manually or can come from the Chrome Extension positions list.   Note that not all the companies on the experience list will resu...
Tue, 30 Nov, 2021 at 9:32 AM
How do I add new users?
Admins can create new users by: Clicking the three bars icon in the top right corner (see 1, below). Selecting Settings from the menu, then select the...
Fri, 23 May, 2025 at 1:04 PM
How do I set the default Mail client to Outlook (windows 11)
Open Default apps from the windows button. Under the 'Set details for application' search bar, type Mail and select the 'Mail' option unde...
Wed, 1 Dec, 2021 at 1:29 PM
Are NAL profiles advised when you change notes or details on their profile?
NAL profiles don’t have any options to update them, so there is no danger of anything happening accidentally, but even so all profiles are handled the same ...
Thu, 23 Dec, 2021 at 1:33 PM
Microsoft Outlook integration setup (Email Sync)
If you have Outlook Exchange, you can integrate your Outlook email account with Ezekia. To do this, click the 3-line icon in the top right corner of the bro...
Mon, 17 Mar, 2025 at 9:57 AM
What does 'On Target' mean on the Lists page?
The ‘On Target’ label is specific to the People page in Lists and is the type of Task that is next due for that person,  ‘On Target’ meaning that there are ...
Tue, 15 Oct, 2024 at 1:36 PM
How can I send and record emails if I dont use MS Exchange?
You can click on any email address in Ezekia and this will open your email client with the 'To' address filled in. A BCC address is also populated, ...
Fri, 17 Nov, 2023 at 9:27 AM
How do I create a desktop icon to access Ezekia in Windows?
To create a desktop shortcut to Ezekia, you can use either Google Chrome or Microsoft Edge. Using Google Chrome: Navigate to the Ezekia login page usi...
Wed, 5 Jun, 2024 at 10:48 AM