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Exelare for Windows
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- Adding Candidates to Companies
- Adding Company, Contact or Candidate Records
- Adding / Creating & Linking Documents
- Exelare For Windows 1.0 - A few major features not available in cBizOne
- Exelare For Windows 1.0 - New Features Compared to Exelare for Web
- Exporting Views to CSV / Excel Files
- Hiring Manager Portal Access
- Hiring Manager Portal Guide
- Importing From .CSV / Excel Files into Exelare
- Multi Edits
- Recycle Bin in Exelare
- Updating Candidate Submitted/Status (Pipeline)
- Exelare Mobile App
- Merge two duplicate records in Exelare
- Reports
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- Additional techniques - Live Search Bar
- Advanced Search in Candidates - Searching Resumes, Activities, Notes & Emails
- Advanced Search in Companies, Contacts or Jobs
- Basic Live Search - using GUI
- Boolean Operators Cheat Sheet
- Filtering Within Fields - Live Search
- Searching Fields - Live Search
- Build Job Search Criteria Using AI Engine
- Excluding a specific Zip Code with Distance/Radius
- Filter Resumes based on Editdate
- Find Matching Candidates
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- Candidate Sourcing
- Candidate Sourcing - Updated
- Import Contacts From Outlook
- Importing Candidate Resumes from a Single File (one at a time)
- Importing Candidate Resumes From Multiple Files (Bulk Resume Import)
- Importing Candidates From Outlook
- Importing/Converting Data from Previous Vendor
- Importing from Clipboard Text (GrabIT)
- Web-Sourcing
- Source Candidates with “Auto-Add Viewed Resumes”
- Source Candidates with New API
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- Drag & Drop Attachments to Outgoing Emails
- Email Already Linked Documents from xTabs
- Email Marketing Options in Exelare
- Exelare Email Sending Formats
- Improved HTML editor frame for Templates and Job Description
- Navigation in Templates
- Sending a Single Email
- Sending Candidate Lists (HotLists)
- Sending Job Lists (ReqLists)
- Sending Mass Emails – Email Merge – Email Marketing
- Setting Default Email Accounts for Single & Bulk/Mass Emailing
- Setting up SendGrid Integration
- Update Twilio SendGrid API authentication in Exelare
- Candidate Submittal CC and BCC Settings
- Creating new email templates in Exelare
- Sending emails from Exelare using native Outlook as SMTP
- Setting up Email integration with Gmail, or Email providers
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- Compare Resumes
- Link Candidates to Companies
- Linking Candidates To Contacts and Jobs
- Linking Existing Candidates to Companies
- Protect Resume Branding
- Resume Branding - Automatically Insert Header & Footers into Outgoing Resume Submissions
- Resume Preview in Native Format + Editing
- Set Document as 'Default' Resume
- Submitting Candidates To Contacts
- Submitting Candidates To Jobs
- Making Candidates a Contact and Vice-Versa!
- New feature to submit candidates internally --> Perm Staffing DB
- New feature to submit candidates internally--> IT Template database
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- Adding / Creating Notes
- Automatic Email templates to manage Interviews
- Deleting Records
- Opening Records
- Scheduling Activities - Tasks, Calls, Interviews, Meetings, Events, Other
- Sending Meeting Invitations from Exelare
- Setup Calendar 'Auto-Sync' (Outlook 2013)
- Setup iCalendar in Outlook (Outlook 2007)
- Setup iCalendar in Outlook (Outlook 2013)
- Send Invitation via SMS
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- Exelare DocuSign
- Exelare Job Page Integration Options
- Exelare 'Share' - Facebook, Twitter & LinkedIn Integrations
- How to Send Text Messages from "Exelare for Windows"
- Placing RingCentral 'RingOut' Calls from Exelare
- Posting Jobs to FeeTrader Through Exelare
- Reply.IO Integration
- RingCentral Integration Details
- Send & Receive SMS/Text messages in Exelare - using RingCentral
- Setting up FeeTrader Integration with Exelare
- Setting up RingCentral 'RingOut' Calls from Exelare
- Setting up Skype Integration for Outbound Calls
- Exelare Quick Books Integration
- More features added to Exelare Ring-Central texting
- Ring Central Chat Window - updated