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. Automatic Email templates to manage Interviews

  15. Basic Live Search - using GUI

  16. Boolean Operators Cheat Sheet

  17. Candidate Sourcing

  18. Candidate Sourcing - Updated

  19. Compare Resumes

  20. Configuring Exelare so you can send email

  21. Creating new email templates in Exelare

  22. Creating Static Views (Saved Lists)

  23. Deleting Records

  24. Drag & Drop Attachments to Outgoing Emails

  25. Dynamic View Explanations

  26. Editing / Modifying Static Views (Saved Lists)

  27. Editing Dynamic Views

  28. Email Already Linked Documents from xTabs

  29. Email Marketing Options in Exelare

  30. Excluding a specific Zip Code with Distance/Radius

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

  32. Exelare DocuSign

  33. Exelare Email Sending Formats

  34. Exelare For Windows - On Your Mac

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

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

  37. Exelare Job Page Integration Options

  38. Exelare Mobile App

  39. Exelare Mobile App - Add a New Item

  40. Exelare Quick Books Integration

  41. Exporting Views to CSV / Excel Files

  42. Filter Resumes based on Editdate

  43. Filtering Within Fields - Live Search

  44. Find Matching Candidates

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

  46. Import Contacts From Outlook

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

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

  49. Importing Candidates From Outlook

  50. Importing Data into Exelare

  51. Importing From .CSV / Excel Files into Exelare

  52. Importing from Clipboard Text (GrabIT)

  53. Importing/Converting Data from Previous Vendor

  54. Improved HTML editor frame for Templates and Job Description

  55. Improved performance with GET button under Pipeline views

  56. Installing Exelare for Windows

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

  58. Link Candidates to Companies

  59. Link Contacts to Companies

  60. Link Jobs to Contacts

  61. Linking Candidates To Contacts and Jobs

  62. Linking Existing Candidates to Companies

  63. Linking Existing Contacts to Companies

  64. Making Candidates a Contact and Vice-Versa!

  65. Merge two duplicate records in Exelare

  66. More features added to Exelare Ring-Central texting

  67. Multi Edits

  68. Navigation in Templates

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

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

  71. Opening Records

  72. Parse Job Description build skills and search criteria- using AI

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

  74. Placing RingCentral 'RingOut' Calls from Exelare

  75. Posting Jobs to Dice

  76. Posting Jobs to FeeTrader Through Exelare

  77. Protect Resume Branding

  78. Recently Added/Opened views

  79. Recycle Bin in Exelare

  80. Refresh Static Views

  81. Reply.IO Integration

  82. Reports

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

  84. Resume Preview in Native Format + Editing

  85. Ring Central Chat Window - updated

  86. RingCentral Integration Details

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

  88. Searching Fields - Live Search

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

  90. Sending a Single Email

  91. Sending Candidate Lists (HotLists)

  92. Sending emails from Exelare using native Outlook as SMTP

  93. Sending Job Lists (ReqLists)

  94. Sending Mass Emails – Email Merge – Email Marketing

  95. Sending Meeting Invitations from Exelare

  96. Set Document as 'Default' Resume

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

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

  99. Setting up FeeTrader Integration with Exelare

  100. Setting up RingCentral 'RingOut' Calls from Exelare

  101. Setting up SendGrid Integration

  102. Setting up Skype Integration for Outbound Calls

  103. Setup / Creating Alerts

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

  105. Setup iCalendar in Outlook (Outlook 2007)

  106. Setup iCalendar in Outlook (Outlook 2013)

  107. Setup Outlook Integration - Installing the xBar Outlook Plugin

  108. Source Candidates with New API

  109. Source Candidates with “Auto-Add Viewed Resumes”

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

  111. Submitting Candidates To Contacts

  112. Submitting Candidates To Jobs

  113. Updating Candidate Submitted/Status (Pipeline)

  114. User Permissions

  115. Web-Sourcing

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