Frequently Asked Questions

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

My pipeline statuses are not the same as my colleagues.
This is probably a settings issue – most likely, you need to display the ‘Most recently added’ (The most recently added pipeline tag) pipeline tags rather t...
Mon, 7 Apr, 2025 at 9:22 AM
How do I change the language Ezekia is shown in?
The current language can be changed at the bottom of every screen:
Tue, 1 Mar, 2022 at 11:23 AM
How do I add a person to an assignment?
Navigate to the person record you want, then click on the candidate tab on the left (1).   In ‘Select assignment’ (2), enter the first few letters of the a...
Fri, 10 Jun, 2022 at 4:41 PM
How do I add a person to a company?
This can be done in two ways from a person record: On a person'position record, click the pencil icon against the person’s current role (1) or click...
Fri, 10 Jun, 2022 at 4:48 PM
How do I add other social media URLs to a person profile?
You can add any number of social media URLs to a person profile.  On a person profile, click the Plus sign (1), then add a description and the URL (2).  Onc...
Wed, 6 Jul, 2022 at 2:11 PM
What is ‘Not Actively Looking’?
Not Actively Looking (NAL) is a sister site of ours where executives can sign up and enter their career details, similar to LinkedIn.  Unlike LinkedIn, it i...
Thu, 7 Nov, 2024 at 4:01 PM
Why am I following some records that I have not chosen to follow?
You can follow/unfollow anything you choose by clicking the Edit button when you are using the ‘Following’ selection on the filter panel.     There is an ...
Wed, 17 Aug, 2022 at 9:53 AM
What does the percentage figure mean on BD lists?
The percentage label is dictated by the tasks against the people in that list.   100% means that there are no overdue tasks - either the person recor...
Mon, 10 Oct, 2022 at 11:03 AM
What are the Business Development List statuses for?
The statuses shown on people in the BD lists page (1) reflect the type of the next due task that person has.  If the status is ‘On Target’ it means the user...
Wed, 12 Oct, 2022 at 3:12 PM
What are the rules for new passwords?
Passwords must be:  at least 12 characters long,  contain an uppercase letter,  contain a lowercase letter,  contain a number,  and contain a special ...
Thu, 14 Nov, 2024 at 8:20 AM