All articles

  1. "Post jobs on different job boards – indeed, SimplyHired etc."

  2. Adding / Creating & Linking Documents

  3. Adding / Creating Notes

  4. Adding a new job

  5. Adding and Activating Users

  6. Adding Candidates to Companies

  7. Adding Company, Contact or Candidate Records

  8. Adding Contacts to Companies

  9. Adding to Static Views (Saved Lists)

  10. Additional techniques - Live Search Bar

  11. Advanced Customizations

  12. Advanced Search in Candidates - Searching Resumes, Activities, Notes & Emails

  13. Advanced Search in Companies, Contacts or Jobs

  14. Basic Live Search - using GUI

  15. Boolean Operators Cheat Sheet

  16. Candidate Sourcing

  17. Candidate Sourcing - Updated

  18. Compare Resumes

  19. Configuring Exelare so you can send email

  20. Creating new email templates in Exelare

  21. Creating Static Views (Saved Lists)

  22. Deleting Records

  23. Drag & Drop Attachments to Outgoing Emails

  24. Dynamic View Explanations

  25. Editing / Modifying Static Views (Saved Lists)

  26. Editing Dynamic Views

  27. Email Already Linked Documents from xTabs

  28. Email Marketing Options in Exelare

  29. Excluding a specific Zip Code with Distance/Radius

  30. Exelare 'Share' - Facebook, Twitter & LinkedIn Integrations

  31. Exelare DocuSign

  32. Exelare Email Sending Formats

  33. Exelare For Windows - On Your Mac

  34. Exelare For Windows 1.0 - A few major features not available in cBizOne

  35. Exelare For Windows 1.0 - New Features Compared to Exelare for Web

  36. Exelare Job Page Integration Options

  37. Exelare Mobile App

  38. Exelare Mobile App - Add a New Item

  39. Exporting Views to CSV / Excel Files

  40. Filtering Within Fields - Live Search

  41. Find Matching Candidates

  42. How to Send Text Messages from "Exelare for Windows"

  43. Import Contacts From Outlook

  44. Importing Candidate Resumes from a Single File (one at a time)

  45. Importing Candidate Resumes From Multiple Files (Bulk Resume Import)

  46. Importing Candidates From Outlook

  47. Importing Data into Exelare

  48. Importing From .CSV / Excel Files into Exelare

  49. Importing from Clipboard Text (GrabIT)

  50. Importing/Converting Data from Previous Vendor

  51. Improved performance with GET button under Pipeline views

  52. Installing Exelare for Windows

  53. Installing the LinkedIn Chrome Extension "Exelare LinkedIn Integration"

  54. Linking Candidates To Contacts and Jobs

  55. Linking Existing Candidates to Companies

  56. Linking Existing Contacts to Companies

  57. Making Candidates a Contact and Vice-Versa!

  58. Merge two duplicate records in Exelare

  59. Navigation in Templates

  60. New feature to submit candidates internally --> Perm Staffing DB

  61. New feature to submit candidates internally--> IT Template database

  62. Opening Records

  63. Parsing Candidates & Contacts from LinkedIn with "Exelare LinkedIn Integration" extension

  64. Placing RingCentral 'RingOut' Calls from Exelare

  65. Posting Jobs to Dice

  66. Posting Jobs to FeeTrader Through Exelare

  67. Protect Resume Branding

  68. Recycle Bin in Exelare

  69. Resume Branding - Automatically Insert Header & Footers into Outgoing Resume Submissions

  70. Resume Preview in Native Format + Editing

  71. RingCentral Integration Details

  72. Scheduling Activities - Tasks, Calls, Interviews, Meetings, Events, Other

  73. Searching Fields - Live Search

  74. Send & Receive SMS/Text messages in Exelare - using RingCentral

  75. Sending a Single Email

  76. Sending Candidate Lists (HotLists)

  77. Sending emails from Exelare using native Outlook as SMTP

  78. Sending Job Lists (ReqLists)

  79. Sending Mass Emails – Email Merge – Email Marketing

  80. Sending Meeting Invitations from Exelare

  81. Set Document as 'Default' Resume

  82. Setting Default Email Accounts for Single & Bulk/Mass Emailing

  83. Setting up Email integration with Gmail, or Email providers

  84. Setting up FeeTrader Integration with Exelare

  85. Setting up RingCentral 'RingOut' Calls from Exelare

  86. Setting up SendGrid Integration

  87. Setting up Skype Integration for Outbound Calls

  88. Setup / Creating Alerts

  89. Setup Calendar 'Auto-Sync' (Outlook 2013)

  90. Setup iCalendar in Outlook (Outlook 2007)

  91. Setup iCalendar in Outlook (Outlook 2013)

  92. Setup Outlook Integration - Installing the xBar Outlook Plugin

  93. Start Here! - Getting Started with Exelare For Windows

  94. Submitting Candidates To Contacts

  95. Submitting Candidates To Jobs

  96. Updating Candidate Submitted/Status (Pipeline)

  97. User Permissions

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