Desperately Seeking Susan (tabs in search windows)

Cigarette Girl: Susan! My God, we thought you were dead.
Susan: No, just in New Jersey.

Learn how to search for an item in several Efficy modules at once.

You received a new Efficy license number... but where is it? Has it been uploaded as an e-mail, turned into a document, or an action?
Sometimes you get desperate not knowing where to seek... Efficy makes your search more serene!
The search window has different tabs - clicking a tab will automatically start the search in the corresponding module:





Tip: I activated the Actions tab by using the double arrow button behind the last tab.
Tip 2: You will notice that the colour of the Search window changes according to the tab that you have pressed, reflecting the corresponding module's background colour.

Try it out!

Rachel

Sen to Chihiro no kamikakushi (Disappearing buttons)

Zeniba: Once you do something, you never forget. Even if you can't remember.

Learn about the disappearing buttons of the detailbars.

On Efficy's cards, you can see the lists of elements linked to the card by clicking tabs in a detailbar:


But if you don't use the tab-buttons for a while, they disappear - much like in recent Windows versions. To temporarily display hidden buttons, click the double arrow behind the last tab, then choose the tab you wish to see:


You can change the option defining after how many days unused buttons will be hidden in Tools - Change my preferences. If you never want tab-buttons to disappear, you may even put a value of 999. More info? help - aide - hulp

Try it out!

Rachel

The Sorcerer's Apprentice (Delegate with control)

Sly: He's right, Miss. We can do this, me and Filo. We've done banks. You know we're good at banks.
Morgana: Everyone's good at something. Even you two.

Learn how to delegate a task while keeping an eye on its progress

That's right, everyone's good at something... Look at me: I was a lousy waitress, but I'm a hell of a fashionista! That's why it is important to delegate - to pass on the knowledge, to relieve your own work load, or simply to let the right people do what they're good at.

However, it might be useful not to delegate things blindly. You would not know if the task has been carried out properly. Efficy can help you here: you can delegate a task and still keep an eye on it. Simply keep your user in the action as well, but not checked as active user:


Joey is checked as Active, he's supposed to carry out the task. I am merely following its progress. Since I'm linked to the action, I will get notifications whenever Joey modifies the task (adding comments, delaying it, checking it as done).

Moreover, from my own To Do List, I will be able to see all tasks that I have delegated-with-control to my colleagues. All I have to do is un-checking the box Active User at the top:

Try it out!

Rachel

Who's That Girl (user contact info)

Nurse #1: Okay, okay, what's your husband's name?
Nikki Finn: Louden.
Nurse #1: And his last name?
Nikki Finn: Clear.

View a user's contact info

Are you working for a large company? Or is your team growing very fast?
Sometimes you just wonder who's that user or what's his/her internal phone number...

Remember Chandler's colleague Bob from the 6th floor? The one who called Chandler "Toby"? Well, with Efficy he would have known that the Chandler guy who didn't want Bob to come and work on the 11th floor actually was his buddy Toby!

Click on the mysterious man/woman's user name (in actions for example) and watch his contact details in the pop-up window:

Try it out!

Rachel

The Hitchhiker's Guide to the Galaxy (Tip of the Day)

The Book: According to the Hitchhiker's Guide to the Galaxy, the best drink in the known universe is the Pan-Galactic Gargle Blaster. It has the effect of having your brains smashed out with a slice of lemon... wrapped around a large gold brick.

Learn how to learn about Efficy ;-)

Well... this is the "Tip of the Day" about the "Tip of the Day".

Every day, a brand new tip to improve your Efficy experience. Improve your daily work by using all of Efficy's subtilities and hints for common tasks.

Don't hesitate to send us your ideas by submitting a comment on this post !

Enjoy !

Cedric

Waiting for Godot (Re-invite)

Vladimir: So there you are again.
Estragon: Am I?
Vladimir: I'm glad to see you back. I thought you were gone forever.
Estragon: Me too.

Learn how to re-invite a user to a meeting

I planned an internal meeting with the sales reps on Wednesday. Ross refused the meeting request because he will be out of the office. Since I really need him to be present, I move the meeting to Thursday, hoping for everyone to be able to attend it. But I cannot find how to re-invite Ross ?! His status is still "Refused"...

This is how to work around the problem: duplicate the original meeting (see help - aide - hulp)

This reinitializes the status of all linked users, allowing them to accept or refuse this new meeting.

Need more info about invitation status? See help - aide - hulp

Don't forget to delete your original meeting...

Try it out!

Rachel

Think well, think help.efficy.com

Help Me If You Can

Frank Abagnale, Jr.: Brenda, I don't want to lie to you anymore. All right? I'm not a doctor. I never went to medical school. I'm not a lawyer, or a Harvard graduate, or a Lutheran. Brenda, I ran away from home a year and a half ago when I was 16.
Brenda Strong: Frank? Frank? You're not a Lutheran?

Learn how to find all the available information over Efficy

All the Efficy Ressources are conveniently centralized into two main websites:
- Efficy Help Center for end-users
- Efficy Developer Network for Efficy administrators or Efficy customizers

Efficy Help Center contains all the information needed for end-users. You will find the latest online manuals, the forum, the helpdesk, the blog and all the contact information. Just use the address corresponding to your language:
- http://help.efficy.com/ (english version)
- http://aide.efficy.com/ (french version)
- http://hulp.efficy.nl/ (dutch version).

Efficy Developer Network contains all the information needed for technical users or Efficy administrators. You will find all the available online manuals, the white papers (best practices), the forum and the blog. Just use this address: http://edn.efficy.com/ (english only).

This way, all the needed information is available online, always up-to-date, and easy to access.

Enjoy !

Cedric

Multiplicity (merge duplicate records)

Doug Kinney #3: You know how when you make a copy of a copy, it's not as sharp as... well... the original.

Learn how to deal with double entries in Efficy.

A very good way to screw up your database is to keep duplicate records in it. Duplicates are cards that have been inputted twice or more. This happens when working with several colleagues on the same files (when someone doesn't check the search results properly before adding a card) or when a lot of synchronizations are running with Outlook Contacts or PDA's.

However, to run queries on your data or to send mailings, your database needs to get clean. The Merge Duplicates tool helps you detox it.

You can view the duplicates that Efficy has detected, using the Tools menu:

In the list, click the name of the doubles to select which values are to be kept in the final card:

You might find duplicates when navigating in Efficy. Therefore, you can start merging duplicates from many lists in Efficy. Simply click the menu button in front of the first card and choose Merge duplicates... then do the same for the second card:

And in search windows, there is a button available in the results window:

Try it out!

Rachel

Beam me up scotty! (Multiple File Upload)

Captain James T. Kirk: Yeoman, what was the problem down there?
Yeoman: He insisted we go first, Sir. He said something about first seeing how it scrambled our molecules.

Learn how to efficiently store multiple documents in Efficy.

Efficy enables you to store all your documents. The most used method is to create a document and upload files one by one. (see Help Reference)

That is just fine for day-to-day work, but sometimes, you want to beam upload a bunch of files in Efficy.

As always, there are several ways to help you out!

First method, by using the Windows integration (installed by the Sidebar). Select a file or a folder on your hard disk (or on your desktop), right-click => Send To => Efficy. That way, an Efficy Document will be automatically created and all the selected files will be attached.

The second solution is to use the not-so-well-known "Drop Zone" in the Project window:
- Search (or create) a project, display it
- Click on the "Show Drop Zone" button to display it (ask your Efficy administrator if you don't find it)

The "Drop Zone" should now be displayed.

Now you can drop files or even folders onto that zone. Efficy presents you the following window:

Optionally, select a reference to apply to dropped documents and click the "Import" button! Efficy will automatically create the structure of the dropped folder (with all subfolders) and upload files.

For the full procedure, see also help.efficy.com

Enjoy !

Cedric