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Exelare For Windows

You are viewing the Knowledge base for Exelare for Windows.  If you need support for web based application, Exelare for Web, please click here.

Before contacting support, try searching the knowledge base.   There are answers to many frequently asked questions.  Each answer has step by step instructions, along with detailed screen shots and/or instructional videos.  If you don't find what you are looking for, please:

Contact Suport

1.  Click Here to fill out a support request online
2.  Or email support at:  support@cbizsoft.com 

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Knowledge Base

  1. Getting Started →

    1. Start Here! - Getting Started with Exelare For Windows
    2. Installing Exelare for Windows
    3. Setup Outlook Integration - Installing the xBar Outlook Plugin
    4. Configuring Exelare so you can send email
    5. Importing Data into Exelare

  2. Extensions & Plugins →

    1. Installing the LinkedIn Chrome Extension "Exelare LinkedIn Integration"
    2. Parsing Candidates & Contacts from LinkedIn with "Exelare LinkedIn Integration" extension

  3. General →

    1. Exelare For Windows 1.0 - A few major features not available in cBizOne
    2. Exelare For Windows 1.0 - New Features Compared to Exelare for Web
    3. Adding Company, Contact or Candidate Records
    4. Importing From .CSV / Excel Files into Exelare
    5. Adding Candidates to Companies

  4. Searching →

    1. Searching Fields - Live Search
    2. Advanced Search in Candidates - Searching Resumes, Activities, Notes & Emails
    3. Advanced Search in Companies, Contacts or Jobs
    4. Boolean Operators Cheat Sheet
    5. Filtering Within Fields - Live Search

  5. Parsing, Sourcing & Importing Data →

    1. Importing from Clipboard Text (GrabIT)
    2. Importing Candidates From Outlook
    3. Importing Candidate Resumes from a Single File (one at a time)
    4. Importing Candidate Resumes From Multiple Files (Bulk Resume Import)
    5. Import Contacts From Outlook

  6. Emailing & Email Marketing →

    1. Update Twilio SendGrid API authentication in Exelare
    2. Exelare Email Sending Formats
    3. Sending a Single Email
    4. Email Marketing Options in Exelare
    5. Sending Candidate Lists (HotLists)

  7. Candidates →

    1. Linking Existing Candidates to Companies
    2. Submitting Candidates To Jobs
    3. Submitting Candidates To Contacts
    4. Linking Candidates To Contacts and Jobs
    5. Compare Resumes

  8. Contacts →

    1. Adding Contacts to Companies
    2. Linking Existing Contacts to Companies
    3. Link Contacts to Companies

  9. Jobs →

    1. Adding a new job
    2. Posting Jobs to Dice
    3. Link Jobs to Contacts

  10. Calendar, Activities & Notes →

    1. Automatic Email templates to manage Interviews
    2. Scheduling Activities - Tasks, Calls, Interviews, Meetings, Events, Other
    3. Sending Meeting Invitations from Exelare
    4. Setup Calendar 'Auto-Sync' (Outlook 2013)
    5. Setup iCalendar in Outlook (Outlook 2013)

  11. Dynamic & Static Views →

    1. Dynamic View Explanations
    2. Editing Dynamic Views
    3. Creating Static Views (Saved Lists)
    4. Adding to Static Views (Saved Lists)
    5. Editing / Modifying Static Views (Saved Lists)

  12. Customization →

    1. Advanced Customizations
    2. Setup / Creating Alerts

  13. Integrations →

    1. Exelare DocuSign
    2. Exelare Job Page Integration Options
    3. Setting up RingCentral 'RingOut' Calls from Exelare
    4. Placing RingCentral 'RingOut' Calls from Exelare
    5. Setting up Skype Integration for Outbound Calls

  14. Apple / Mac's →

    1. Exelare For Windows - On Your Mac

  15. All articles →

    1. Importing from Clipboard Text (GrabIT)
    2. Linking Existing Candidates to Companies
    3. Searching Fields - Live Search
    4. Adding Contacts to Companies
    5. Advanced Customizations
    120 articles →

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