Monday, February 9, 2009

In Good Company (Find a Contact through the Company)


Carter Duryea: [during a lively board meeting, to a janitor in the back] I'm psyched! You - I don't know your name yet! What's your name?
Hector: I'm Hector... I just work maintenance.
Carter Duryea: Well, Hector, [shouts] Are you psyched?
Hector: I'm psyched!
Carter Duryea: Well, if Hector's psyched, then, [shouts] I know I'm psyched!

Learn how to find a Contact when searching for a Company

Do you sometimes forget the name of your Contact at Company XYZ? Relax... it happens to everyone... and Efficy will help you find him or her fast. No need to open the entire Company card and to start browsing through the list of linked Contacts. You can get the job done from within the Search window:


When clicking a name of a Contact in the bottom panel, his or her card opens. This feature is also very useful when linking a Contact to an Action for example.

Try it out!


Rachel