All articles

  1. Adding / Creating & Linking Documents

  2. Adding / Creating Notes

  3. Adding a new job

  4. Adding and Activating Users

  5. Adding Candidates to Companies

  6. Adding Company, Contact or Candidate Records

  7. Adding Contacts to Companies

  8. Adding to Static Views (Saved Lists)

  9. Advanced Customizations

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

  11. Advanced Search in Companies, Contacts or Jobs

  12. Boolean Operators Cheat Sheet

  13. Candidate Sourcing

  14. Compare Resumes

  15. Configuring Exelare so you can send email

  16. Creating Static Views (Saved Lists)

  17. Deleting Records

  18. Drag & Drop Attachments to Outgoing Emails

  19. Dynamic View Explanations

  20. Editing / Modifying Static Views (Saved Lists)

  21. Editing Dynamic Views

  22. Email Already Linked Documents from xTabs

  23. Email Marketing Options in Exelare

  24. Exelare 'Share' - Facebook Integration

  25. Exelare For Windows - On Your Mac

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

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

  28. Exporting Views to CSV / Excel Files

  29. Filtering Within Fields - Live Search

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

  31. Import Contacts From Outlook

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

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

  34. Importing Candidates From Outlook

  35. Importing Data into Exelare

  36. Importing From .CSV / Excel Files into Exelare

  37. Importing from Clipboard Text (GrabIT)

  38. Importing/Converting Data from Previous Vendor

  39. Installing Exelare for Windows

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

  41. Linking Candidates To Contacts and Jobs

  42. Linking Existing Candidates to Companies

  43. Linking Existing Contacts to Companies

  44. Navigation in Templates

  45. Opening Records

  46. Placing RingCentral 'RingOut' Calls from Exelare

  47. Posting Jobs to Dice

  48. Posting Jobs to FeeTrader Through Exelare

  49. Protect Resume Branding

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

  51. Resume Preview in Native Format + Editing

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

  53. Searching Fields - Live Search

  54. Sending a Single Email

  55. Sending Candidate Lists (HotLists)

  56. Sending emails from Exelare using native Outlook as SMTP

  57. Sending Job Lists (ReqLists)

  58. Sending Mass Emails – Email Merge – Email Marketing

  59. Sending Meeting Invitations from Exelare

  60. Set Document as 'Default' Resume

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

  62. Setting Up Email

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

  64. Setting up FeeTrader Integration with Exelare

  65. Setting up RingCentral 'RingOut' Calls from Exelare

  66. Setting up SendGrid Integration

  67. Setting up Skype Integration for Outbound Calls

  68. Setup / Creating Alerts

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

  70. Setup iCalendar in Outlook (Outlook 2007)

  71. Setup iCalendar in Outlook (Outlook 2013)

  72. Setup Outlook Integration - Installing the xBar Outlook Plugin

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

  74. Submitting Candidates To Contacts

  75. Submitting Candidates To Jobs

  76. Updating Candidate Submitted/Status (Pipeline)

  77. User Permissions

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