Wednesday, August 6, 2008

Tomorrow Never Dies (Active Desktop)


Elliot Carver: Mr. Jones, are we ready to release our new software?
Jones: Yes, sir. As requested, it's full of bugs, which means people will be forced to upgrade for years.
Elliot Carver: Outstanding.

Get News from Efficy thanks to the Active Desktop technology

Just after logging into Efficy, you get to see the page My Day in Efficy that we also call Active Desktop because it allows us, the software editors, to interact directly with you, Efficy user.

You probably got on this Blog by clicking the link on your Efficy desktop. And you will also get important News from Efficy in real-time, like new available versions, newly published on-line manuals, upcoming training sessions...


More info about My Day in Efficy? help - aide - hulp


Try it out!


Rachel

Saturday, August 2, 2008

The Wizard of Oz (Document Templates)


Cowardly Lion: I'd be brave as a blizzard...
Tin Woodsman: I'd be gentle as a lizard...
Scarecrow: I'd be clever as a gizzard...
Dorothy: If the Wizard is a wizard who will serve.

Learn how the Templates Wizard can help you automate your company letters, contracts etc.

Oh yes, this Wizard will serve!

Imagine: the letters you and your colleagues write all have the same layout, with the latest version of your company logo AND the address of the recipient, the letter's reference number, the related project info etc. automatically appear onto the letter.

That is what Efficy's Document Template Wizard can do for you!

You can:

  • make templates in Word, in Excel and, last but not least, e-mail templates in Outlook too.
  • use fields from all items that you can link to a Document, and from the Document itself
  • launch the Document Template starting from an Efficy Document
  • launch an E-mail Template using the Instant E-mail feature on any Efficy record

    Learn how to automate your offers, faxes, contracts, invoices, invitations and e-mails: help - aide - hulp


    Try it out!


    Rachel

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