The Firm (add Contact to Company)

Mitch McDeere: Anything I can do for you?
Ray McDeere: Sure. Get me outta here.
Mitch McDeere: Where to?
Ray McDeere: Anywhere I can see a whole lotta sky. I get through the days, I even eat the food. It's amazing how much you miss the sky.

Learn how the best practice when adding a Contact is to start from the Company card.

Let's say the company Shiatsu Import is your customer. You get in touch with one of their employees, Lee Liam. When searching for his card, you don't find it in the database. You'll have to add hit... Wait! Don't click ADD yet!

OK, don't panic, it's just that I want to show you the most efficient way to add a card for a Contact who's working for a Company. Sorry if I stressed you, I feel all Monica-like today ;-)

START FROM THE COMPANY CARD. That's right, that's where to create your new Contact card from. Just get the list of Contacts linked to the Company on screen, and add your new card from there:



The advantages are threefold (oh, no, now I hear Ross speaking through my mouth, what's happening to me !?!). Firstly, the new Contact card is inserted into its correct context (linked to his Company). Secondly, the phone and fax number of the Company is taken on his Contact card - that's handy. Thirdly, if the web site has been filled in (e.g. "www.shiatsu-import.com"), the domain name already figures in the Contact's e-mail field, so you just have to add the first part before the "@".



Check it out on-line: help - aide - hulp

Rachel

Think well, think help.efficy.com

Memento (memo/description zones)

Leonard Shelby: You know, I can remember so much. The feel of the world... her.
[sighs]
Leonard Shelby: She's gone. And the present is trivia, which I scribble down as fucking notes.

Learn how to use the Memo or Description zones

You will find that, beside the information that can be inputted in fields or structured into actions, documents etc., there is also a whole bunch of info out there that is not so easily reducible.

The solution for storing those notes is to use a Memo/Description zone. You will find them on all Efficy records.

Memo preview on the cards:



To view the entire memo, click the corresponding tab:



To edit a memo, click the Edit button next to the preview or at the right of the memo zone:



Or simply edit the card itself:



And in documents, actions etc.:



In memo zones, you can add a time stamp before your comment, check your spelling, apply formatting... See for example this topic: help - aide - hulp

By the way, did you know you can ask for all memo's to be in rich text from the start? Check the box Activate Memo Formatting in the Options - see help - aide - hulp

Try it out!

Rachel

Think well, think help.efficy.com

The Lost Weekend (Agenda's Schizophrenia - Part 1)

Don Birnam: What kind of party did you say that was?
Helen St. James: A cocktail party.
Don Birnam: In that case, I'll join you.

Discover the multiple faces of your Efficy Agenda

This is the first post about the Efficy Agenda.

There are many ways to display the agenda in Efficy. Discover the one that fits your needs!

Classical Agenda (Weekly - 5 days)

Classical Agenda (Weekly - 7 days)

Classical Agenda (Monthly - 5 days)

Classical Agenda (Monthly - 7 days)

One day agenda (Outlook like)

List View

Planning View

To learn more about the Agenda and its views, go to help - aide - hulp

Enjoy !

Cedric

Who Framed Roger Rabbit? (Change History)

Eddie Valiant: You mean you could've taken your hand out of that cuff at any time?
Roger Rabbit: No, not at any time, only when it was funny.

Learn how to know what changes have been made by whom

Never wanted to know who has badly modified one's phone number? And more importantly, what was the good phone number?

Well, just use the "Change History" feature of Efficy!

For example, consult a contact. One of the detail tabs is "History", select it.

This is one example of a Change History detail in Efficy

You can see who made a change, what kind if change it was and when it was done. Further information can be displayed by clicking the "View Detail" button.

You can directly see who did it and when it happened. And now, the magic... if you need the previous value, just browse back to the past, and find the original value.

Enjoy!

Cedric

The Skeleton Key (Shortcuts in Efficy)

Caroline Ellis: I thought the key opens everything.
Violet Devereaux: The key? What key?
Caroline Ellis: The key you gave me for the house. There is a door in the attic it doesn't work for.
Violet Devereaux: Oh, the attic, it's never opened that.

Learn what shortcuts you can use in Efficy.

Using shortcuts in a browser window is not that common. BUT Efficy is not like any other application, so try those...

Press		key while consulting a card to edit it.
Press		key while consulting a card to search another card.
Press		key while consulting a card to refresh the current card.
Press		key while clicking on a button in order to open a new window. This way you can have multiple managers opened at the same time.

Enjoy !

Cedric