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<title>Efficy Overflow Q&amp;A - Recent questions and answers in Efficy Integrations</title>
<link>https://overflow.efficy.io/?qa=qa/developers/efficy-integrations</link>
<description>Powered by Question2Answer</description>
<item>
<title>Answered: TFPClient connection error with synchro marketting (Actito)</title>
<link>https://overflow.efficy.io/?qa=6916/tfpclient-connection-error-with-synchro-marketting-actito&amp;show=6933#a6933</link>
<description>&lt;p&gt;I found a mistake.&lt;/p&gt;

&lt;p&gt;in the standard actito.js file, there is this code&lt;/p&gt;

&lt;pre&gt;&lt;code&gt;ftpClient = SynchroManager.ftpClient.create(parameters.url, parameters.port, credentials.login, credentials.password, true, true);
&lt;/code&gt;&lt;/pre&gt;

&lt;p&gt;&lt;strong&gt;&lt;em&gt;parameters.url&lt;/em&gt;&lt;/strong&gt; came from an call to actito api (so datas from actito)&lt;br&gt;
&lt;strong&gt;&lt;em&gt;credentials.login&lt;/em&gt;&lt;/strong&gt; came from efficy credential tables&lt;/p&gt;

&lt;p&gt;So, the connection to ftp is using login/password that are not correspondig with the url.&lt;br&gt;
It should use credentials.url in place of parameters.url&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=6916/tfpclient-connection-error-with-synchro-marketting-actito&amp;show=6933#a6933</guid>
<pubDate>Mon, 19 Jun 2023 13:26:24 +0000</pubDate>
</item>
<item>
<title>Answered: Efficy Entreprise Throttle Limit on API</title>
<link>https://overflow.efficy.io/?qa=6641/efficy-entreprise-throttle-limit-on-api&amp;show=6642#a6642</link>
<description>&lt;p&gt;It seems that the default throttling limit and delays can be configured in sys_settings under the efficy section : &lt;/p&gt;

&lt;pre&gt;&lt;code&gt;&quot;apiThrottle&quot;: {
      &quot;dailyRequests&quot;: 100000, 
      &quot;slowDownDelay&quot;: 500
    }
&lt;/code&gt;&lt;/pre&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=6641/efficy-entreprise-throttle-limit-on-api&amp;show=6642#a6642</guid>
<pubDate>Thu, 21 Jul 2022 16:12:56 +0000</pubDate>
</item>
<item>
<title>Answered: Efficy 12.0 TFTPClient documentation ?</title>
<link>https://overflow.efficy.io/?qa=6550/efficy-12-0-tftpclient-documentation&amp;show=6568#a6568</link>
<description>&lt;p&gt;There is no official documentation about this oject and Cloud does not recommend the usage of it for Cloud customers.&lt;/p&gt;

&lt;p&gt;For Efficy Developpers only, a POC on how to use this object is available here : &lt;a rel=&quot;nofollow&quot; href=&quot;https://submariners.efficy.com/crm/view/Docu/898078&quot;&gt;&lt;/a&gt;&lt;a rel=&quot;nofollow&quot; href=&quot;https://submariners.efficy.com/crm/view/Docu/898078&quot;&gt;https://submariners.efficy.com/crm/view/Docu/898078&lt;/a&gt;&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=6550/efficy-12-0-tftpclient-documentation&amp;show=6568#a6568</guid>
<pubDate>Fri, 03 Jun 2022 07:23:52 +0000</pubDate>
</item>
<item>
<title>Answered: Create SQL query in Efficy via RPC</title>
<link>https://overflow.efficy.io/?qa=5397/create-sql-query-in-efficy-via-rpc&amp;show=6488#a6488</link>
<description>&lt;p&gt;For completness, this is the JSON RPC required. it's not documented, so I guessed it from the SOAP specs&lt;/p&gt;

&lt;pre&gt;&lt;code&gt;[
    {
        &quot;@name&quot;: &quot;api&quot;,
        &quot;@func&quot;: [
            {
                &quot;@name&quot;: &quot;executesqlquery&quot;,
                &quot;sql&quot;: &quot;Select * from ACTIONS where PLANNED=:p1 and DONE=:p2&quot;,
                &quot;queryparams&quot;: &quot;1\n0&quot;,
                &quot;loadBlobs&quot;: true,
                &quot;recordcount&quot;: 2
            }
        ]
    }
]
&lt;/code&gt;&lt;/pre&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5397/create-sql-query-in-efficy-via-rpc&amp;show=6488#a6488</guid>
<pubDate>Fri, 18 Mar 2022 10:03:35 +0000</pubDate>
</item>
<item>
<title>Answered: Contact lock extranet</title>
<link>https://overflow.efficy.io/?qa=6463/contact-lock-extranet&amp;show=6466#a6466</link>
<description>&lt;p&gt;Inspect the &lt;code&gt;ACC_AUTH&lt;/code&gt; table and check the password attempts &lt;code&gt;PWATTEMPTS&lt;/code&gt; and last date &lt;code&gt;PWLASTATTEMPTS&lt;/code&gt;. These fields define if an extranet contact is locked.&lt;/p&gt;

&lt;p&gt;It's actually the same rules as for Efficy users.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=6463/contact-lock-extranet&amp;show=6466#a6466</guid>
<pubDate>Wed, 16 Feb 2022 13:32:03 +0000</pubDate>
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<item>
<title>How to make connection bewteen a form in a local website and the API Efficy</title>
<link>https://overflow.efficy.io/?qa=6405/how-make-connection-bewteen-form-local-website-and-the-efficy</link>
<description>&lt;p&gt;Hello,&lt;/p&gt;

&lt;p&gt;For a project in presales I create a website with a contact form and in incident form.&lt;br&gt;
I need to make the connection between these forms and the API Efficy to create a new contact and an incident.&lt;/p&gt;

&lt;p&gt;How can I do that?&lt;/p&gt;

&lt;p&gt;Thanks in advance for your help.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=6405/how-make-connection-bewteen-form-local-website-and-the-efficy</guid>
<pubDate>Thu, 16 Dec 2021 09:47:51 +0000</pubDate>
</item>
<item>
<title>Answered: When inserting mail through JSON API, is it possible to fill MEMO with body of Mail</title>
<link>https://overflow.efficy.io/?qa=6342/when-inserting-mail-through-json-possible-fill-memo-with-body&amp;show=6350#a6350</link>
<description>&lt;p&gt;Hi Stijn&lt;/p&gt;

&lt;p&gt;Efficy does not have a standard solution for parsing the &lt;code&gt;.eml&lt;/code&gt; format. For a recent Goldmine migration with around 1 million e-mails (history of 20 years), I developed a custom module to parse this format and insert it into entity mails. So, with some little effort it can be used in your project.&lt;/p&gt;

&lt;p&gt;Check SVN: &lt;code&gt;daylight/trunk/efficy/serverjs/goldmine/mails.js&lt;/code&gt;&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=6342/when-inserting-mail-through-json-possible-fill-memo-with-body&amp;show=6350#a6350</guid>
<pubDate>Mon, 08 Nov 2021 18:50:36 +0000</pubDate>
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<item>
<title>Answered: How to select a contact in a document generated from a company</title>
<link>https://overflow.efficy.io/?qa=6070/how-to-select-a-contact-in-a-document-generated-from-company&amp;show=6071#a6071</link>
<description>&lt;p&gt;Efficy 2021 comes with a new &lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.io/edn/admin/crft_2021_invoicing&quot;&gt;Invoicing module&lt;/a&gt;, where the invoicing contacts of a company can be configured in the &lt;code&gt;COMP$CUSTOMER&lt;/code&gt; category. Besides this, the modules offers many other advantages for a extended invoicing strategy from CRM. There are many configuration possibilities.&lt;/p&gt;

&lt;p&gt;Without the invoicing module and without a custom script, you need to manually link your invoicing contact &lt;strong&gt;before&lt;/strong&gt; merging the template. The easiest is if you insert a new document from the invoicing contact, this will auto-link the main company. Then select the invoicing template (or credit note) and that's it.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=6070/how-to-select-a-contact-in-a-document-generated-from-company&amp;show=6071#a6071</guid>
<pubDate>Thu, 06 May 2021 17:43:58 +0000</pubDate>
</item>
<item>
<title>Answered: disableSecurity inefficient when called via node request</title>
<link>https://overflow.efficy.io/?qa=5944/disablesecurity-inefficient-when-called-via-node-request&amp;show=5945#a5945</link>
<description>&lt;p&gt;Hi Pierre&lt;/p&gt;

&lt;p&gt;It's not related to the context of /node, the Efficy server API doesn't see a difference between Scheduled, Serverscripts, ServerJs contexts. What matters is the session, is it user based or contact based (extranet) or guest (without a web-session)&lt;/p&gt;

&lt;p&gt;I tested the same approach with a Scheduled script and it just looks like the API methods openEditContext and openConsultContext don't take into account disabled security. Tested with Efficy 12.0 and even in 11.1. Same behavior, a user cannot open a consult or edit context to a for him confidential record&lt;/p&gt;

&lt;p&gt;I recommend to make a incident. Either the documentation of the property disableSecurity is wrong or there truly is a bug and security is not disabled enough.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5944/disablesecurity-inefficient-when-called-via-node-request&amp;show=5945#a5945</guid>
<pubDate>Thu, 04 Mar 2021 07:49:01 +0000</pubDate>
</item>
<item>
<title>Answered: Flexmail sync &quot;customizations&quot;</title>
<link>https://overflow.efficy.io/?qa=5861/flexmail-sync-customizations&amp;show=5870#a5870</link>
<description>&lt;p&gt;Hi Stefan,&lt;/p&gt;

&lt;p&gt;Sending all contacts by batch of 1000 like in the synchro will be more efficient regarding the number of request, that's for sure but I thought that API calls from Efficy to Flexmail were not restricted in its total number (based on the user agent we specify when using openUrl, openUrlSecured,...). &lt;br&gt;
There is still a limitation for the number of call that can be done in 1 minute but in our case, Flexmail let us do 600 requests per minute. For some customers, we needed to contact Flexmail to remove the default limitation (60 requests per minute).&lt;/p&gt;

&lt;p&gt;1) It could be possible to populate the &lt;code&gt;SYNCHRO&lt;/code&gt; table with the Flexmail id you stored in Efficy. It's a little tricky and it requires a good understanding of multiple things, that's why we generally advice to delete all contacts and preferences in Flexmail.&lt;br&gt;
If you still want to go this way, here is a small explanation:&lt;/p&gt;

&lt;ul&gt;
&lt;li&gt;&lt;p&gt;Profile Synchro : To synchronise an Efficy Profile to a Flexmail Preference, the field &lt;code&gt;PROF$EMAILING.FLEXKIND&lt;/code&gt; should be set to &lt;code&gt;2&lt;/code&gt;. If the synchro find a &lt;code&gt;K_PROFILE&lt;/code&gt; that is in Efficy with this &lt;code&gt;FLEXKIND&lt;/code&gt; and not present in the &lt;code&gt;SYNCHRO&lt;/code&gt; table, it will attempt to insert it as a preference in Flexmail.&lt;br&gt;
In the SYNCHRO table, the relation between the Efficy Profile and the Flexmail Preference is stored like this:&lt;br&gt;
&lt;code&gt;K_USER&lt;/code&gt;: the &lt;code&gt;FLEXMAIL.K_FLEXMAIL&lt;/code&gt;, it represent the flexmail account to synchronise&lt;br&gt;
&lt;code&gt;K_APPLICATION&lt;/code&gt;: 27 (same value for all records of the Flexmail synchro)&lt;br&gt;
&lt;code&gt;K_RELATION&lt;/code&gt;: 24 (specific to preference)&lt;br&gt;
&lt;code&gt;K_TABLE&lt;/code&gt;: 24000&lt;br&gt;
&lt;code&gt;K_1&lt;/code&gt;: &lt;code&gt;K_PROFILE&lt;/code&gt;&lt;br&gt;
&lt;code&gt;EXT_1&lt;/code&gt;: the flexmail id of the preference&lt;/p&gt;&lt;/li&gt;
&lt;li&gt;&lt;p&gt;Contacts Synchro: To synchronise an Efficy Contact to a Flexmail EmailAddress, the contact should be linked to a profile synchronised (with &lt;code&gt;PROF$EMAILING.FLEXKIND == 2&lt;/code&gt;).&lt;br&gt;
A Flexmail contact/EmailAddress represent a single email address, an Efficy contact can be present in duplicate in Flexmail but with different email address.&lt;br&gt;
To make it works, the email field to be used (email1, email2, email3) is defined in the field &lt;code&gt;PROF_CONT.EMAILFIELD&lt;/code&gt; (It's linked to the lookup &lt;code&gt;LK_PROF_CONT_EMAIL&lt;/code&gt;, email1 = 1, email2 = 2,...)&lt;br&gt;
In the synchro table, a synchronised contact will look like this:&lt;br&gt;
&lt;code&gt;K_USER&lt;/code&gt;: the &lt;code&gt;FLEXMAIL.K_FLEXMAIL&lt;/code&gt;, it represent the flexmail account to synchronise&lt;br&gt;
&lt;code&gt;K_APPLICATION&lt;/code&gt;: 27 (same value for all records of the Flexmail synchro)&lt;br&gt;
&lt;code&gt;K_RELATION&lt;/code&gt;: 2 (specific to contact)&lt;br&gt;
&lt;code&gt;K_TABLE&lt;/code&gt;: 11000&lt;br&gt;
&lt;code&gt;K_1&lt;/code&gt;: &lt;code&gt;K_CONTACT&lt;/code&gt;&lt;br&gt;
&lt;code&gt;EXT_1&lt;/code&gt;: the flexmail id of the contact&lt;br&gt;
&lt;code&gt;INT_1&lt;/code&gt;: the &lt;code&gt;PROF_CONT.EMAILFIELD&lt;/code&gt; (email1 = 1, email2 = 2,...)&lt;/p&gt;&lt;/li&gt;
&lt;li&gt;&lt;p&gt;Date: The synchro will update preference and flexmail from Efficy to Flexmail depending on the &lt;code&gt;D_CHANGE&lt;/code&gt; of the &lt;code&gt;CONTACTS&lt;/code&gt;, &lt;code&gt;CONT_PROF&lt;/code&gt; and &lt;code&gt;PROFILES&lt;/code&gt;.&lt;br&gt;
For example, a synchronised contact will be updated from Efficy to Flexmail if the &lt;code&gt;CONTACTS.D_CHANGE&lt;/code&gt; is higher than &lt;code&gt;SYNCHRO.D_CHANGE&lt;/code&gt; (it means that the contact has been updated since the last synchro and we need to update the contact in flexmail).&lt;/p&gt;&lt;/li&gt;
&lt;/ul&gt;

&lt;p&gt;2) Multiple ways to do this:&lt;/p&gt;

&lt;ul&gt;
&lt;li&gt;&lt;p&gt;Since they are not Efficy Field, you could add this information as part of the &lt;code&gt;ContactItem&lt;/code&gt; defined in &lt;code&gt;synchroClasses&lt;/code&gt;&lt;br&gt;
in separated properties next to EfficyKey, EmailKey,..  or in an array. When we fill the ContactItem, you can then calculate the labels properties in the function &lt;code&gt;AddDatasetToContacts&lt;/code&gt; of &lt;code&gt;efficyImplementation&lt;/code&gt;.&lt;br&gt;
Finally, you can update the function &lt;code&gt;ContactItemToXml&lt;/code&gt; function of &lt;code&gt;flexmailImplementation&lt;/code&gt; &lt;br&gt;
and do the &lt;code&gt;pushString('CustomFieldUsedForLable', item.yourLabelProperty)&lt;/code&gt; for each label.&lt;/p&gt;&lt;/li&gt;
&lt;li&gt;&lt;p&gt;If all labels are the same for every contacts, I would force them directly in the &lt;code&gt;ContactItemToXml&lt;/code&gt; function of &lt;code&gt;flexmailImplementation&lt;/code&gt; &lt;/p&gt;&lt;/li&gt;
&lt;/ul&gt;

&lt;p&gt;3) If you comment the function &lt;code&gt;SendContact&lt;/code&gt; of the function &lt;code&gt;Synchronize&lt;/code&gt; (in the file &lt;code&gt;synchroManager&lt;/code&gt;) the synchro will not search for modified contacts in Flexmail. Properties such as Robinson and Bounced are filled in Efficy while synchronising contacts from Efficy to Flexmail (in function &lt;code&gt;LoadContacts&lt;/code&gt; of &lt;code&gt;synchroManager&lt;/code&gt;)&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5861/flexmail-sync-customizations&amp;show=5870#a5870</guid>
<pubDate>Thu, 04 Feb 2021 10:18:09 +0000</pubDate>
</item>
<item>
<title>Answered: Flexmail Synchro - is it possible to disable synchro for EMAIL1 field from Flexmail to Efficy ?</title>
<link>https://overflow.efficy.io/?qa=5850/flexmail-synchro-possible-disable-synchro-email1-flexmail&amp;show=5859#a5859</link>
<description>&lt;p&gt;The email field to modify (EMAIL1, EMAIL2 or EMAIL3) is defined in the Flexmail &lt;code&gt;referenceid&lt;/code&gt; which is the combinaison of the &lt;code&gt;K_CONTACT&lt;/code&gt; and the &lt;code&gt;PROF_CONT.EMAILFIELD&lt;/code&gt;. (we split this referenceid in the function &lt;code&gt;XmlToContactItem&lt;/code&gt; of &lt;code&gt;flexmailImplementation&lt;/code&gt;).&lt;/p&gt;

&lt;p&gt;If you want to completely ignore modification of Flexmail email1 contacts, you could skip them in the function &lt;code&gt;ModifyContact&lt;/code&gt; of &lt;code&gt;efficyImplementation&lt;/code&gt; in the test where we ignore contacts without EfficyKey&lt;/p&gt;

&lt;pre&gt;&lt;code&gt;if (!item.EfficyKey || item.EfficyKey === '0' || item.EmailKey === 1)
&lt;/code&gt;&lt;/pre&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5850/flexmail-synchro-possible-disable-synchro-email1-flexmail&amp;show=5859#a5859</guid>
<pubDate>Wed, 03 Feb 2021 12:19:44 +0000</pubDate>
</item>
<item>
<title>Answered: Can we add a field from PUBL_CONT in the free_field_x for the flexmail ?</title>
<link>https://overflow.efficy.io/?qa=5772/can-add-field-from-publcont-the-freefieldx-for-flexmail&amp;show=5773#a5773</link>
<description>&lt;p&gt;The Flexmail GDPR version syncs contacts to Flexmail from Profiles with ServerJS function &lt;code&gt;RetrieveModifiedContacts&lt;/code&gt;. But, there is no join with &lt;code&gt;PUBL_CONT&lt;/code&gt;!&lt;/p&gt;

&lt;p&gt;I would copy the value you need from &lt;code&gt;PUBL_CONT&lt;/code&gt; to &lt;code&gt;PROF_CONT&lt;/code&gt; (if you can functionally flat out multiple relations) with workflow. &lt;/p&gt;

&lt;p&gt;Hence, you can configure a field mapping with &lt;code&gt;EfficyTable = PROF_CONT&lt;/code&gt; &lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5772/can-add-field-from-publcont-the-freefieldx-for-flexmail&amp;show=5773#a5773</guid>
<pubDate>Thu, 17 Dec 2020 07:28:01 +0000</pubDate>
</item>
<item>
<title>Answered: Flexmail - How to determine field name for custom flexmail field</title>
<link>https://overflow.efficy.io/?qa=5659/flexmail-how-determine-field-name-for-custom-flexmail-field&amp;show=5687#a5687</link>
<description>&lt;p&gt;I don't know if this can help, but the Flexmail API Document is accessible online here : &lt;a rel=&quot;nofollow&quot; href=&quot;https://soap.flexmail.eu/documentation/&quot;&gt;&lt;/a&gt;&lt;a rel=&quot;nofollow&quot; href=&quot;https://soap.flexmail.eu/documentation/&quot;&gt;https://soap.flexmail.eu/documentation/&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;And I think the link you are looking for is this one, it list all the fields that can be send to flexmail : &lt;a rel=&quot;nofollow&quot; href=&quot;https://soap.flexmail.eu/documentation/type/12-emailaddresstype.html&quot;&gt;&lt;/a&gt;&lt;a rel=&quot;nofollow&quot; href=&quot;https://soap.flexmail.eu/documentation/type/12-emailaddresstype.html&quot;&gt;https://soap.flexmail.eu/documentation/type/12-emailaddresstype.html&lt;/a&gt;&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5659/flexmail-how-determine-field-name-for-custom-flexmail-field&amp;show=5687#a5687</guid>
<pubDate>Tue, 17 Nov 2020 11:22:13 +0000</pubDate>
</item>
<item>
<title>Answered: update/sync efficy contact custom data field to flexmail's free_field_1</title>
<link>https://overflow.efficy.io/?qa=5459/update-efficy-contact-custom-field-flexmails-freefield1&amp;show=5584#a5584</link>
<description>&lt;p&gt;Hello,&lt;/p&gt;

&lt;p&gt;You have to customized the standard file : &lt;strong&gt;efficy\serverjs\flexmail\fields.js&lt;/strong&gt;&lt;br&gt;
Read the following post to know how to do it : &lt;a rel=&quot;nofollow&quot; href=&quot;https://overflow.efficy.io/?qa=3448/efficy-what-override-standard-serverjs-scripts-like-flexmail&amp;amp;show=3448#q3448&quot;&gt;Efficy 11: What is the best way to override standard serverjs scripts like flexmail ?&lt;/a&gt;&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5459/update-efficy-contact-custom-field-flexmails-freefield1&amp;show=5584#a5584</guid>
<pubDate>Tue, 15 Sep 2020 07:53:15 +0000</pubDate>
</item>
<item>
<title>Answered: Save screenshot from incoming mails</title>
<link>https://overflow.efficy.io/?qa=5562/save-screenshot-from-incoming-mails&amp;show=5569#a5569</link>
<description>&lt;p&gt;No, Efficy does not convert the mails assets. The goal is also not to overload the MAILS table with huge memo fields&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5562/save-screenshot-from-incoming-mails&amp;show=5569#a5569</guid>
<pubDate>Thu, 10 Sep 2020 15:33:53 +0000</pubDate>
</item>
<item>
<title>Answered: How to use RPC getlookupdata for a category field?</title>
<link>https://overflow.efficy.io/?qa=5524/how-to-use-rpc-getlookupdata-for-a-category-field&amp;show=5528#a5528</link>
<description>&lt;p&gt;You can use the 'tableid' instead of the 'entity' but it's not very user-friendly :(&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5524/how-to-use-rpc-getlookupdata-for-a-category-field&amp;show=5528#a5528</guid>
<pubDate>Tue, 28 Jul 2020 12:31:39 +0000</pubDate>
</item>
<item>
<title>Connector to DIVALTO / MyReport / Explore ?</title>
<link>https://overflow.efficy.io/?qa=5527/connector-to-divalto-myreport-explore</link>
<description>&lt;p&gt;Hello,&lt;/p&gt;

&lt;p&gt;Did one of you already developed a connector to one of the following ?&lt;br&gt;
- DIVALTO&lt;br&gt;
- MyReport&lt;br&gt;
- Explore &lt;/p&gt;

&lt;p&gt;Best regards,&lt;/p&gt;

&lt;p&gt;Yannick&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5527/connector-to-divalto-myreport-explore</guid>
<pubDate>Mon, 27 Jul 2020 09:39:22 +0000</pubDate>
</item>
<item>
<title>How to use the Lookup RPC request?</title>
<link>https://overflow.efficy.io/?qa=5523/how-to-use-the-lookup-rpc-request</link>
<description>&lt;p&gt;The request is mentioned, but not documented (as others)&lt;br&gt;
EDN Source: &lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.io/edn/rpcrequests#lookup&quot;&gt;&lt;/a&gt;&lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.io/edn/rpcrequests#lookup&quot;&gt;https://help.efficy.io/edn/rpcrequests#lookup&lt;/a&gt;&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5523/how-to-use-the-lookup-rpc-request</guid>
<pubDate>Thu, 23 Jul 2020 16:18:47 +0000</pubDate>
</item>
<item>
<title>How to configure Google Maps API Keys (for Web &amp; Mobile)</title>
<link>https://overflow.efficy.io/?qa=5213/how-to-configure-google-maps-api-keys-for-web-mobile</link>
<description>&lt;p&gt;Efficy (Web &amp;amp; Mobile) both use the &lt;strong&gt;&quot;Google Maps&quot;&lt;/strong&gt; &amp;amp; the &lt;strong&gt;&quot;Google Places&quot;&lt;/strong&gt; services.&lt;/p&gt;

&lt;p&gt;&lt;strong&gt;Efficy Mobile:&lt;/strong&gt;&lt;/p&gt;

&lt;ul&gt;
&lt;li&gt;Maps (iOS &amp;amp; Android): We are using the same API key for all customers (managed by the Cloud team) --&amp;gt; it works &quot;out of the box&quot;&lt;/li&gt;
&lt;li&gt;Places: API key need to be added in custom settings for iOS and/or Android. All the details are here: &lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.com/edn/dev/mbad_creategoogleplacesapikey&quot;&gt;https://help.efficy.com/edn/dev/mbad_creategoogleplacesapikey&lt;/a&gt;&lt;/li&gt;
&lt;/ul&gt;

&lt;p&gt;&lt;strong&gt;Efficy Web:&lt;/strong&gt;&lt;/p&gt;

&lt;ul&gt;
&lt;li&gt;Files of the features using the API key are SearchMap.htm, getPick.htm &amp;amp; googleMaps.js&lt;/li&gt;
&lt;li&gt;In all these features we use both the &quot;Maps&quot; &amp;amp; the &quot;Place&quot; libraries and the same API key is used for all those features (located in SYS_SETTINGS.Efficy.googleMapsApiKey)&lt;/li&gt;
&lt;li&gt;Therefore, the API key  should have the &quot;Maps Javascript SDK&quot; &amp;amp; &quot;Places API&quot; enabled (doc here: &lt;a rel=&quot;nofollow&quot; href=&quot;https://developers.google.com/maps/documentation/javascript/get-api-key)&quot;&gt;https://developers.google.com/maps/documentation/javascript/get-api-key)&lt;/a&gt; &lt;/li&gt;
&lt;li&gt;For this key, you can add the restriction &quot;HTTP referrers (web sites)&quot; (unless you are also using the same key for the Mobile App &quot;Places API&quot;; in this case, you should not add any restriction on this key) &lt;/li&gt;
&lt;/ul&gt;

&lt;p&gt;Cheers&lt;/p&gt;

&lt;p&gt;Geoffrey&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5213/how-to-configure-google-maps-api-keys-for-web-mobile</guid>
<pubDate>Mon, 20 Jan 2020 10:04:14 +0000</pubDate>
</item>
<item>
<title>Skype for business integration</title>
<link>https://overflow.efficy.io/?qa=5046/skype-for-business-integration</link>
<description>&lt;p&gt;What are the current capabilities of Efficy in terms of in Efficy skype integration? &lt;/p&gt;

&lt;p&gt;Client-side integration:&lt;br&gt;
 &lt;strong&gt;Can sidebar integrate with skype server using JTAPI protocol ?&lt;/strong&gt;&lt;br&gt;
 &lt;em&gt;Server verion : Lync server with client: Lync 2013 (15.0.4933.1000) MSO (15.0.4719.1000) 32-bit&lt;br&gt;
   Server verion : Skype For Business server with client: Skype for Business for Office 365 MSO (16.0.11328.20362) 32-bit&lt;/em&gt;&lt;/p&gt;

&lt;p&gt;&lt;strong&gt;Can we trigger customisable WF events when different skype actions are triggered?&lt;/strong&gt;  &lt;br&gt;
  1. Incoming call&lt;br&gt;
  2. Outgoing call &lt;br&gt;
    - from skype itself &lt;br&gt;
    - initiated from Efficy (seems trivial to pass the info in front end, anything more fancy availbale? )&lt;/p&gt;

&lt;p&gt;&lt;strong&gt;Server-side integration:&lt;/strong&gt; &lt;br&gt;
Skype offers possibilities to integrate web applications via different API. Do we foresee any serverside integrations in the future ? &lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=5046/skype-for-business-integration</guid>
<pubDate>Mon, 18 Nov 2019 09:37:27 +0000</pubDate>
</item>
<item>
<title>Instant email on projects</title>
<link>https://overflow.efficy.io/?qa=4987/instant-email-on-projects</link>
<description>&lt;p&gt;Hi,&lt;/p&gt;

&lt;p&gt;I have a strange problem with a customer, when we launch instant email from project consult and i choose an email template, the attachments of the linked documents to the project are also attached to the email. &lt;/p&gt;

&lt;p&gt;I cannot find if this is standard in 11.1 or in the customs. My hope is that there is somebody that could give me a tip or lead to solve this problem. &lt;/p&gt;

&lt;p&gt;Thanks in advance!&lt;/p&gt;

&lt;p&gt;Kr,&lt;/p&gt;

&lt;p&gt;Michael&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=4987/instant-email-on-projects</guid>
<pubDate>Tue, 05 Nov 2019 10:34:32 +0000</pubDate>
</item>
<item>
<title>Answered: Word Template did not fill fields from relation table of a new created entity</title>
<link>https://overflow.efficy.io/?qa=4826/word-template-fill-fields-from-relation-table-created-entity&amp;show=4829#a4829</link>
<description>&lt;p&gt;You typically don't run a Word template in the context of the starting entity, but always from a document context.&lt;/p&gt;

&lt;p&gt;There can be multiple reasons of why the custom entity information is not included in the merged template:&lt;/p&gt;

&lt;ol&gt;
&lt;li&gt;&lt;p&gt;The referred entities are not linked as main detail to the document context. With the &quot;instant document&quot; command from the consult of an entity, only the entity itself and the main &lt;code&gt;Comp&lt;/code&gt; and &lt;code&gt;Cont&lt;/code&gt; are inserted as details. See &lt;code&gt;consultCmd.js&lt;/code&gt;, function &lt;code&gt;entityPicker&lt;/code&gt;&lt;/p&gt;&lt;/li&gt;
&lt;li&gt;&lt;p&gt;The template tags are incorrect&lt;/p&gt;&lt;/li&gt;
&lt;/ol&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=4826/word-template-fill-fields-from-relation-table-created-entity&amp;show=4829#a4829</guid>
<pubDate>Wed, 25 Sep 2019 10:54:24 +0000</pubDate>
</item>
<item>
<title>Answered: How can I add &quot;Extra actions&quot; in Phone section of Efficy Sidebar for managing inbound calls</title>
<link>https://overflow.efficy.io/?qa=4568/extra-actions-phone-section-efficy-sidebar-managing-inbound&amp;show=4569#a4569</link>
<description>&lt;p&gt;Hello Jan,&lt;/p&gt;

&lt;p&gt;I don't know if you have already looked at the documentation :&lt;/p&gt;

&lt;p&gt;&lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.com/user/cfsa_pagephone&quot;&gt;https://help.efficy.com/user/cfsa_pagephone&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;If I quote the end of the paragraph concerning the tab Actions :&lt;/p&gt;

&lt;blockquote&gt;
  &lt;p&gt;You can choose from a number of actions that were defined on the web&lt;br&gt;
  server and are stored in a configuration file. Typical actions include&lt;br&gt;
  showing the contact, showing the contact with the tab Overview,&lt;br&gt;
  showing the contact with the linked actions and showing a contact and&lt;br&gt;
  create a new action.&lt;/p&gt;
  
  &lt;p&gt;By default, the actions file DialogPhoneOperation.htm is used.&lt;/p&gt;
&lt;/blockquote&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=4568/extra-actions-phone-section-efficy-sidebar-managing-inbound&amp;show=4569#a4569</guid>
<pubDate>Thu, 11 Jul 2019 15:25:04 +0000</pubDate>
</item>
<item>
<title>Answered: Remote API: how to consult a detail dataset with JSON or SOAP RPC?</title>
<link>https://overflow.efficy.io/?qa=4531/remote-api-how-to-consult-detail-dataset-with-json-or-soap-rpc&amp;show=4533#a4533</link>
<description>&lt;p&gt;If I use the SOAP syntax, in a consult context of a Company you can use &lt;code&gt;&amp;lt;datacontainer operation=&quot;Acti&quot;&amp;gt;&lt;/code&gt; to retrieve the dataset of linked actions.&lt;/p&gt;

&lt;p&gt;Generally speaking, in a consult context, with an empty operation or operation=&quot;master&quot; you get the main dataset of the consult, with operation=&quot;detail&quot; you get the Detail dataset.&lt;/p&gt;

&lt;p&gt;Mutatis mutandis for the JSON RPC.&lt;/p&gt;

&lt;p&gt;Of course, this is exactly the same as running the query with the appropriate (master, detail) in the database.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=4531/remote-api-how-to-consult-detail-dataset-with-json-or-soap-rpc&amp;show=4533#a4533</guid>
<pubDate>Fri, 05 Jul 2019 15:36:20 +0000</pubDate>
</item>
<item>
<title>Answered: Template merge of xml based office documents DOCX, XLSX is hard to use</title>
<link>https://overflow.efficy.io/?qa=4334/template-merge-xml-based-office-documents-docx-xlsx-hard-use&amp;show=4350#a4350</link>
<description>&lt;p&gt;As a conclusion of the discussion: this behavior will be improved in Efficy 11.3.&lt;br&gt;
XML tags between the [ and $ characters will be moved out of the tag before parsing the template.&lt;/p&gt;

&lt;p&gt;In the meanwhile, the easy copy/paste solution will be your friend :).&lt;br&gt;
Thank you all for your feedback.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=4334/template-merge-xml-based-office-documents-docx-xlsx-hard-use&amp;show=4350#a4350</guid>
<pubDate>Fri, 24 May 2019 15:49:47 +0000</pubDate>
</item>
<item>
<title>Answered: Flexmail settings / steps connect to latest Flexmail version</title>
<link>https://overflow.efficy.io/?qa=3931/flexmail-settings-steps-connect-to-latest-flexmail-version&amp;show=3935#a3935</link>
<description>&lt;p&gt;As indicated in the &lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.com/extras//projectguides/Flexmail_GDPR/assets/Flexmail%20GDPR%20Integration%20Manual.pdf&quot;&gt;PDF&lt;/a&gt;:&lt;/p&gt;

&lt;ul&gt;
&lt;li&gt;The Flexmail account has to be configured in Designer, in the separated section &lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.com/edn/admin/dsgn_createflexmailaccounts&quot;&gt;Flexmail Accounts&lt;/a&gt;&lt;/li&gt;
&lt;li&gt;Then, follow topic &lt;strong&gt;6.2: Configuring the Flexmail Synchro (for admins and developers)&lt;/strong&gt; from the &lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.com/extras//projectguides/Flexmail_GDPR/assets/Flexmail%20GDPR%20Integration%20Manual.pdf&quot;&gt;PDF&lt;/a&gt;.&lt;br&gt;
That is configuring the scheduled workflow&lt;/li&gt;
&lt;li&gt;Optional configurations, e.g.&lt;br&gt;
&lt;br&gt;
&lt;ol&gt;
&lt;li&gt;Adding extra custom fields to the Flex synchro, mapped with Flex freefields&lt;/li&gt;
&lt;li&gt;Setting the synchro direction(s)&lt;/li&gt;
&lt;/ol&gt;&lt;/li&gt;
&lt;/ul&gt;

&lt;p&gt;That's the technical work. Of course the functional changes for the customer are much bigger. Extra training is required&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=3931/flexmail-settings-steps-connect-to-latest-flexmail-version&amp;show=3935#a3935</guid>
<pubDate>Fri, 08 Feb 2019 15:52:29 +0000</pubDate>
</item>
<item>
<title>Answered: available action parameter values in efficy protocol</title>
<link>https://overflow.efficy.io/?qa=3925/available-action-parameter-values-in-efficy-protocol&amp;show=3930#a3930</link>
<description>&lt;p&gt;Hello Dries,&lt;/p&gt;

&lt;p&gt;The action parameter is not intended to be used externally. It must contain the handle of an action registered before (see &quot;protocol action added&quot; in log file).&lt;br&gt;
Instead, send a second protocol efficy:home&lt;/p&gt;

&lt;p&gt;Regards,&lt;/p&gt;

&lt;p&gt;Pascal&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=3925/available-action-parameter-values-in-efficy-protocol&amp;show=3930#a3930</guid>
<pubDate>Fri, 08 Feb 2019 11:25:27 +0000</pubDate>
</item>
<item>
<title>Answered: Import or create User automatically How to</title>
<link>https://overflow.efficy.io/?qa=3799/import-or-create-user-automatically-how-to&amp;show=3800#a3800</link>
<description>&lt;p&gt;I guess you missed the correct records in ACC_GROUPS.&lt;br&gt;
There needs to be a self link for each user, e.g a case where &lt;code&gt;K_USER=25&lt;/code&gt;&lt;/p&gt;

&lt;pre&gt;&lt;code&gt;insert into ACC_GROUPS (K_USER, K_USER2) values (25, 25)
&lt;/code&gt;&lt;/pre&gt;

&lt;p&gt;There are no API's methods available for Designer features. I do hope they will come one day. &lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=3799/import-or-create-user-automatically-how-to&amp;show=3800#a3800</guid>
<pubDate>Mon, 31 Dec 2018 11:32:05 +0000</pubDate>
</item>
<item>
<title>Answered: change the default duration of a task (conversion Outlook =&gt; task via sidebarre)</title>
<link>https://overflow.efficy.io/?qa=3795/change-default-duration-task-conversion-outlook-sidebarre&amp;show=3796#a3796</link>
<description>&lt;p&gt;Hi Loic.&lt;/p&gt;

&lt;p&gt;You should use the &lt;code&gt;EditInitializedActi()&lt;/code&gt; event. To check if the origin is Outlook, there are a few options:&lt;/p&gt;

&lt;ol&gt;
&lt;li&gt;Check if the main detail of ntMail &amp;gt; 0, if true it will typically come from Outlook&lt;/li&gt;
&lt;li&gt;Check the value of &lt;code&gt;ACTIONS.MODE&lt;/code&gt; if the translated text value matches one of the &quot;Mail In&quot; values.&lt;/li&gt;
&lt;/ol&gt;

&lt;p&gt;I would go for option 1&lt;/p&gt;

&lt;p&gt;PS. You can use the Workflow tracer module to inspect all related WF events when converting an e-mail into a task. &lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.com/edn/projectguides/workflow_events#trace_workflow_events_module&quot;&gt;Check here&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;Regards,&lt;br&gt;
Kristof&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=3795/change-default-duration-task-conversion-outlook-sidebarre&amp;show=3796#a3796</guid>
<pubDate>Sat, 29 Dec 2018 14:15:43 +0000</pubDate>
</item>
<item>
<title>Answered: Creating a DataSet serverside without an SQL query</title>
<link>https://overflow.efficy.io/?qa=3784/creating-a-dataset-serverside-without-an-sql-query&amp;show=3789#a3789</link>
<description>&lt;p&gt;You can create a DataSet in ServerJS and fill it with data coming from a JSON, but there is currently no way to bind it persistently to a DataGrid.&lt;/p&gt;

&lt;p&gt;It would definitely be possible to implement this.&lt;br&gt;
Instead of using a &amp;lt;%RunQuery(id='xxxx', store='yy', mainquery='true', ...)%&amp;gt; in the page you would call a &amp;lt;%RunScript()%&amp;gt; that would make a REST request to obtain JSON data and then call a new method Efficy.StoreQuery('xxxx', yy, true, jsonData) to convert the JSON data to a native DataSet and store it with the appropriate ID and Store number.&lt;/p&gt;

&lt;p&gt;Subsequently in the page you could refer to this query with its ID or use all the automatic behavior if you set the mainquery parameter.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=3784/creating-a-dataset-serverside-without-an-sql-query&amp;show=3789#a3789</guid>
<pubDate>Thu, 20 Dec 2018 08:28:41 +0000</pubDate>
</item>
<item>
<title>Error while saving word document in efficy</title>
<link>https://overflow.efficy.io/?qa=3728/error-while-saving-word-document-in-efficy</link>
<description>&lt;p&gt;Hello,&lt;/p&gt;

&lt;p&gt;While attempting to save a word document in effecy as a new document, the client receives following error message :&lt;br&gt;
&lt;img src=&quot;https://overflow.efficy.com/?qa=blob&amp;amp;qa_blobid=10104602658922854666&quot; alt=&quot;enter image description here&quot;&gt;&lt;/p&gt;

&lt;p&gt;The document reference is a required field, so i can understand why this error is given. I can't however define a standard reference because there are multiple possibilities. And the client needs the field to be required.&lt;/p&gt;

&lt;p&gt;After clicking OK, the document editing screen appears just fine with the document attached.&lt;/p&gt;

&lt;p&gt;Is there a solution for this scenario? If the editing screen appears, why do i get the error message as if a document has been tried to be saved?&lt;/p&gt;

&lt;p&gt;Efficy version is 11.1.&lt;/p&gt;

&lt;p&gt;Thanks!&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=3728/error-while-saving-word-document-in-efficy</guid>
<pubDate>Mon, 10 Dec 2018 13:46:42 +0000</pubDate>
</item>
<item>
<title>Answered: Flexmail mailing with extra EMAIL field from contact record</title>
<link>https://overflow.efficy.io/?qa=3638/flexmail-mailing-with-extra-email-field-from-contact-record&amp;show=3645#a3645</link>
<description>&lt;p&gt;Hi Stijn,&lt;/p&gt;

&lt;p&gt;We added the possibility to choose between EMAIL1, EMAIL2, EMAIL3 in &lt;a rel=&quot;nofollow&quot; href=&quot;https://overflow.efficy.com/?qa=3604/announcement-efficy-r14853-flexmail-integration-available&quot;&gt;Efficy 11.0 r14853&lt;/a&gt;. &lt;/p&gt;

&lt;p&gt;For other fields of the contacts table, it can be done in custom like this in Efficy 11.0 r14853:&lt;/p&gt;

&lt;ol&gt;
&lt;li&gt;Add the lookup value &lt;code&gt;F_EMAILCC&lt;/code&gt; in &lt;code&gt;lk_prof_cont_email&lt;/code&gt;.&lt;/li&gt;
&lt;li&gt;Change the constant &lt;code&gt;PROF_CONT_EMAIL&lt;/code&gt; in serverjs/flexmail/constants.js with the key of this new value.&lt;/li&gt;
&lt;li&gt;Adapt the switch of the function AddDatasetToContacts and ModifyContact in serverjs/flexmail/efficyImplementation.js.&lt;/li&gt;
&lt;li&gt;Adapt the queries of the function RetrieveModifiedContacts, RetrieveModifiedProfCont, RetrieveContactsModifiedPreference so that we also check if this &lt;code&gt;F_EMAILCC&lt;/code&gt; has a value in it. (to make sure that contact with empty email1, email2, email3 will not be ignored)&lt;/li&gt;
&lt;/ol&gt;

&lt;p&gt;Once done, the email to be used will be determined in the prof_cont relation. You can find more information in the &quot;Flexmail GDPR Integration Manual.pdf&quot; (available in the Ftp partner next to the r14853 setup).&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=3638/flexmail-mailing-with-extra-email-field-from-contact-record&amp;show=3645#a3645</guid>
<pubDate>Tue, 06 Nov 2018 09:55:18 +0000</pubDate>
</item>
<item>
<title>Answered: double file extension when Instant E-mail or Send by e-mail</title>
<link>https://overflow.efficy.io/?qa=3221/double-file-extension-when-instant-e-mail-or-send-by-e-mail&amp;show=3224#a3224</link>
<description>&lt;p&gt;I cannot reproduce this in Efficy 11.&lt;/p&gt;

&lt;p&gt;Can you check the value of &lt;code&gt;COMMENT&lt;/code&gt; and &lt;code&gt;PATH&lt;/code&gt; in the files table for this attachment? Contains one of them the double extension?&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=3221/double-file-extension-when-instant-e-mail-or-send-by-e-mail&amp;show=3224#a3224</guid>
<pubDate>Thu, 31 May 2018 14:18:41 +0000</pubDate>
</item>
<item>
<title>Answered: SidebarShell</title>
<link>https://overflow.efficy.io/?qa=3151/sidebarshell&amp;show=3159#a3159</link>
<description>&lt;p&gt;The SidebarShell command &lt;strong&gt;CreateSession&lt;/strong&gt; can accept 1 or 2 parameters - a “session handle” and an optional “action”:&lt;/p&gt;

&lt;pre&gt;&lt;code&gt;c:\Program Files (x86)\Efficy addins&amp;gt;  SidebarShell.exe CreateSession sessionhandle action
&lt;/code&gt;&lt;/pre&gt;

&lt;p&gt;or via the protocol:&lt;/p&gt;

&lt;pre&gt;&lt;code&gt;efficy:createSession&amp;amp;sessionhandle &amp;amp;action
&lt;/code&gt;&lt;/pre&gt;

&lt;p&gt;The optional action can be search, createmail, createinvitation, home or connect.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=3151/sidebarshell&amp;show=3159#a3159</guid>
<pubDate>Wed, 16 May 2018 11:21:51 +0000</pubDate>
</item>
<item>
<title>Answered: Override consultToolsCmd issue</title>
<link>https://overflow.efficy.io/?qa=2979/override-consulttoolscmd-issue&amp;show=2981#a2981</link>
<description>&lt;p&gt;in your MacroDesktopCustom.txt file you should also add a macro to define your require.config.js file to be used.&lt;/p&gt;

&lt;pre&gt;&lt;code&gt;RequireConfigCustom {[
    &amp;lt;%UseScript('custom/js/config/require.config.js')%&amp;gt;
]}
&lt;/code&gt;&lt;/pre&gt;

&lt;p&gt;Best regards&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=2979/override-consulttoolscmd-issue&amp;show=2981#a2981</guid>
<pubDate>Mon, 19 Mar 2018 15:30:01 +0000</pubDate>
</item>
<item>
<title>ADFS integration in Efficy</title>
<link>https://overflow.efficy.io/?qa=2931/adfs-integration-in-efficy</link>
<description>&lt;p&gt;Hi,&lt;/p&gt;

&lt;p&gt;One of my costomer want use Efficy through an ADFS autentification : &lt;a rel=&quot;nofollow&quot; href=&quot;https://docs.microsoft.com/en-us/previous-versions/windows/it-pro/windows-server-2008-R2-and-2008/cc755226(v=ws.11)&quot;&gt;https://docs.microsoft.com/en-us/previous-versions/windows/it-pro/windows-server-2008-R2-and-2008/cc755226(v=ws.11)&lt;/a&gt;&lt;/p&gt;

&lt;p&gt;Is it possible? Someone already done something like that?&lt;/p&gt;

&lt;p&gt;Thanks in advance for your response.&lt;/p&gt;

&lt;p&gt;Kind regards.&lt;/p&gt;

&lt;p&gt;Dimitri.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=2931/adfs-integration-in-efficy</guid>
<pubDate>Wed, 14 Feb 2018 12:43:16 +0000</pubDate>
</item>
<item>
<title>Answered: MailDispatch Error &quot;Client does not have permissions to send as this sender&quot;</title>
<link>https://overflow.efficy.io/?qa=2797/maildispatch-error-client-does-have-permissions-send-sender&amp;show=2800#a2800</link>
<description>&lt;p&gt;Hi Stephane, &lt;/p&gt;

&lt;p&gt;I already had this message by using a private smtp given directly by my customer.&lt;br&gt;
while configuring the mail dispath service you can set a email sender up. &lt;/p&gt;

&lt;p&gt;Basically the SMTP should have a setting that disable every sender using @XXXX.outlook.com so I would recommand you to : change the part after the @ of your email sender address to use the exact same right part of the address ofan existing address configured on this SMTP (eg: no-reply@finopsys.fr in the case of the finopsys SMTP)&lt;/p&gt;

&lt;p&gt;Or second way to solve it ask the Exchange administrator to allow your specific sender email.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=2797/maildispatch-error-client-does-have-permissions-send-sender&amp;show=2800#a2800</guid>
<pubDate>Tue, 05 Dec 2017 16:45:45 +0000</pubDate>
</item>
<item>
<title>Answered: Office365 : Efficy integration with the WebVersion ?</title>
<link>https://overflow.efficy.io/?qa=2750/office365-efficy-integration-with-the-webversion&amp;show=2754#a2754</link>
<description>&lt;p&gt;Hi Stephane,&lt;/p&gt;

&lt;p&gt;Efficy integration for the web version of Office 365 is not supported.&lt;br&gt;
We suggest to use the automailuploader in this situation.&lt;/p&gt;

&lt;p&gt;Kind regards&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=2750/office365-efficy-integration-with-the-webversion&amp;show=2754#a2754</guid>
<pubDate>Tue, 21 Nov 2017 08:40:57 +0000</pubDate>
</item>
<item>
<title>Answered: Is it possible to send messages to a bus system (Azure Service Bus, MSMQ, Rabbit MQ,…) from Efficy CRM?</title>
<link>https://overflow.efficy.io/?qa=2632/possible-send-messages-system-azure-service-rabbit-efficy&amp;show=2634#a2634</link>
<description>&lt;p&gt;Hello Stijn.&lt;/p&gt;

&lt;p&gt;I checked the &lt;a rel=&quot;nofollow&quot; href=&quot;https://docs.microsoft.com/en-us/azure/service-bus-messaging/&quot;&gt;Azure Service Bus Messaging&lt;/a&gt; and they offer a few possibilities of integrations that are possible from Efficy:&lt;/p&gt;

&lt;ol&gt;
&lt;li&gt;REST API. How to integrate with a REST API is documented &lt;a rel=&quot;nofollow&quot; href=&quot;https://help.efficy.com/HelpEfficy/whitepapers/GuidesWrittenByProjects/openURL2/openURL2_responseCodes.html&quot;&gt;here&lt;/a&gt;.&lt;/li&gt;
&lt;li&gt;From .NET, so one could make the integration in C# using the many code examples and exchange JSON back and forth with Efficy. Efficy can easily load a .NET library from the script API.&lt;/li&gt;
&lt;/ol&gt;

&lt;p&gt;Both method's are well tested and stable by design.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=2632/possible-send-messages-system-azure-service-rabbit-efficy&amp;show=2634#a2634</guid>
<pubDate>Thu, 27 Jul 2017 07:54:25 +0000</pubDate>
</item>
<item>
<title>Answered: How can I integrate Highcharts 3D charts ?</title>
<link>https://overflow.efficy.io/?qa=2443/how-can-i-integrate-highcharts-3d-charts&amp;show=2463#a2463</link>
<description>&lt;p&gt;Hi, &lt;/p&gt;

&lt;p&gt;just add the new highchart library in the custom/scripts directory then in the macroDesktopCustom file add the DesktopScriptsCustom macro add your &amp;lt;%UseScript('custom/scripts/highcharts.js&quot;)%&amp;gt;&lt;/p&gt;

&lt;p&gt;depending where you want to make the charts appear the macro names/file are different.&lt;/p&gt;

&lt;p&gt;it's working fine in SP2 &lt;/p&gt;

&lt;p&gt;Cheers&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=2443/how-can-i-integrate-highcharts-3d-charts&amp;show=2463#a2463</guid>
<pubDate>Wed, 26 Apr 2017 16:20:47 +0000</pubDate>
</item>
<item>
<title>Answered: Automatically assign project when uploading email in Efficy</title>
<link>https://overflow.efficy.io/?qa=2236/automatically-assign-project-when-uploading-email-efficy&amp;show=2237#a2237</link>
<description>&lt;p&gt;Sure that is possible. Below a code example with some TODO's you have to implement.&lt;/p&gt;

&lt;pre&gt;&lt;code&gt;function EditInitialized(editMail, inserted) {
    var dsMail = Database.getMasterDataSet(editMail, 0);
    var subject = dsMail.fieldByName(&quot;SUBJECT&quot;).asString;

    // TODO: write a regexp to parse your reference code...
    var referenceCode = &quot;?&quot;;

    // TODO: execute SQL query OR search request to find project ID + NAME by reference
    var ds = query...

    // Link project to mail when obtained ID is not zero
    if (ds.recordcount &amp;gt; 0) {
        Database.insertDetail2(editMail, ntProj, ds.fieldByName(&quot;K_PROJECT&quot;).asFloat, false);

        // Update detail cache with the name of the Project
        Database.updateDetailStringField(editMail, ntProj, 0, 0, &quot;NAME&quot;, ds.fieldByName(&quot;NAME&quot;).asString);
    }
}
&lt;/code&gt;&lt;/pre&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=2236/automatically-assign-project-when-uploading-email-efficy&amp;show=2237#a2237</guid>
<pubDate>Mon, 30 Jan 2017 09:56:27 +0000</pubDate>
</item>
<item>
<title>Answered: How to avoid session timeout for a long datasynchro remote</title>
<link>https://overflow.efficy.io/?qa=2099/how-to-avoid-session-timeout-for-a-long-datasynchro-remote&amp;show=2102#a2102</link>
<description>&lt;p&gt;The answer from Michael sure is relevant, if you overwrite your session cookie, then it has a direct effect on a DataSynchroRemote. &lt;/p&gt;

&lt;p&gt;Another possibility is a badly configured IIS Application Pool. Check the recycle settings and make sure that it's not set to recycle each 1740 minutes, that's a default setting.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=2099/how-to-avoid-session-timeout-for-a-long-datasynchro-remote&amp;show=2102#a2102</guid>
<pubDate>Mon, 12 Dec 2016 07:54:48 +0000</pubDate>
</item>
<item>
<title>Answered: [Efficy 10] Can the OWA Efficy bar also be installed/used with Office 365</title>
<link>https://overflow.efficy.io/?qa=2035/efficy-can-the-owa-efficy-bar-also-installed-used-with-office&amp;show=2039#a2039</link>
<description>&lt;p&gt;Hi Dave, &lt;/p&gt;

&lt;p&gt;Sadly the old integration is not supported anymore and doesn't work in 365.&lt;/p&gt;

&lt;p&gt;So at the moment, there's no integration available.&lt;/p&gt;

&lt;p&gt;Kr, &lt;/p&gt;

&lt;p&gt;Kevin&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=2035/efficy-can-the-owa-efficy-bar-also-installed-used-with-office&amp;show=2039#a2039</guid>
<pubDate>Thu, 24 Nov 2016 09:21:36 +0000</pubDate>
</item>
<item>
<title>Answered: Which version of Tapi is supported by Efficy ?</title>
<link>https://overflow.efficy.io/?qa=913/which-version-of-tapi-is-supported-by-efficy&amp;show=1654#a1654</link>
<description>&lt;p&gt;Hello Steven,&lt;/p&gt;

&lt;p&gt;Normaly the TapiDriver is more &quot;Windows&quot; and &quot;Pabx&quot; dependant. &lt;/p&gt;

&lt;p&gt;So if it has been correctly installed by the Telecom IT Manager of the customer on the PC it should appear in the list of TAPI driver in the Efficy Sidebar.&lt;/p&gt;

&lt;p&gt;You can also look at this document (&lt;a rel=&quot;nofollow&quot; href=&quot;https://ivm.efficy.com/efficy.dll/dialog?page=remote/DialogOperation&amp;amp;action=View%28%27Docu%27,117112%29&amp;amp;close=T&quot;&gt;in IVM&lt;/a&gt;) it is a document I have done for a Partner under Efficy 2012 but I think it should be still true in Efficy 2014.&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=913/which-version-of-tapi-is-supported-by-efficy&amp;show=1654#a1654</guid>
<pubDate>Mon, 23 May 2016 12:18:45 +0000</pubDate>
</item>
<item>
<title>Answered: How does Efficy Office Integration select Entities tree fields?</title>
<link>https://overflow.efficy.io/?qa=1575/does-efficy-office-integration-select-entities-tree-fields&amp;show=1612#a1612</link>
<description>&lt;p&gt;My case was fixed. The solution  &lt;a rel=&quot;nofollow&quot; href=&quot;http://overflow.efficy.com/?qa=1438/gettemplatefields-entities-related-fields-office-wizard&amp;amp;show=1611#a1611&quot;&gt;is in this post&lt;/a&gt;&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=1575/does-efficy-office-integration-select-entities-tree-fields&amp;show=1612#a1612</guid>
<pubDate>Thu, 12 May 2016 13:36:36 +0000</pubDate>
</item>
<item>
<title>Answered: How does &quot;GetTemplateFields&quot; gets the entities and related fields in Office wizard?</title>
<link>https://overflow.efficy.io/?qa=1438/gettemplatefields-entities-related-fields-office-wizard&amp;show=1611#a1611</link>
<description>&lt;p&gt;With a big &quot;thank you !&quot; to Nabilla for her great help on my case, here is the solution for the bug I encountered.&lt;/p&gt;

&lt;p&gt;&lt;strong&gt;What was my problem ?&lt;/strong&gt;&lt;/p&gt;

&lt;p&gt;An entity was incompletly created in Efficy 2014. We had to manually create fields and data in the database. But something was wrong in the Office integration.&lt;/p&gt;

&lt;p&gt;In the tree of entities in the Word Add-in wizard, our new entity &quot;Site&quot; was not displaying correctly :&lt;/p&gt;

&lt;p&gt;&lt;img src=&quot;https://overflow.efficy.com/?qa=blob&amp;amp;qa_blobid=9459703034769968585&quot; alt=&quot;enter image description here&quot;&gt;&lt;/p&gt;

&lt;p&gt;&lt;img src=&quot;https://overflow.efficy.com/?qa=blob&amp;amp;qa_blobid=9368419382025370692&quot; alt=&quot;enter image description here&quot;&gt;&lt;/p&gt;

&lt;p&gt;&lt;strong&gt;Solution&lt;/strong&gt;&lt;/p&gt;

&lt;p&gt;This was due to a wrong input in SYS&lt;em&gt;RELATIONS, in the K&lt;/em&gt;JOINTABLE field. Here is a screenshot pf the wrong input (&quot;50033&quot;, on the last line) :&lt;/p&gt;

&lt;p&gt;&lt;img src=&quot;https://overflow.efficy.com/?qa=blob&amp;amp;qa_blobid=210225074698810936&quot; alt=&quot;enter image description here&quot;&gt;&lt;/p&gt;

&lt;p&gt;Here is a screeshot of the correct data (&quot;33050&quot;) in DbEditor :&lt;/p&gt;

&lt;p&gt;&lt;img src=&quot;http://&quot; alt=&quot;enter image description here&quot;&gt;&lt;/p&gt;

&lt;p&gt;Since then, everything is ok ! :-)&lt;/p&gt;

&lt;p&gt;&lt;img src=&quot;http://&quot; alt=&quot;enter image description here&quot;&gt;&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=1438/gettemplatefields-entities-related-fields-office-wizard&amp;show=1611#a1611</guid>
<pubDate>Thu, 12 May 2016 13:31:26 +0000</pubDate>
</item>
<item>
<title>Answered: La synchronisation Efficy est elle possible avec Gmail ?</title>
<link>https://overflow.efficy.io/?qa=1419/la-synchronisation-efficy-est-elle-possible-avec-gmail&amp;show=1430#a1430</link>
<description>&lt;p&gt;Bonjour,&lt;/p&gt;

&lt;p&gt;Tout d'abord, il faut bien différencier la synchronisation et l'Addin Gmail Effic.&lt;/p&gt;

&lt;p&gt;L'addin permet de sauvegarder,convertir en tâches, ... ses emails Gmail dans Efficy&lt;/p&gt;

&lt;p&gt;La synchronisation directe entre Gmail et Efficy n'existe pas encore.&lt;br&gt;
Il est possible de synchroniser Gmail et Efficy via l'intermédiaire d'Outlook (nécessitant un addin permettant la synchronisation que vous pouvez obtenir auprès de notre support).&lt;/p&gt;

&lt;p&gt;Cette solution ne permets malheureusement pas de synchronisation automatique et requière une intervention manuelle pour chaque synchronisation.&lt;/p&gt;

&lt;p&gt;Ceci dit, nous travaillons actuellement à une solution permettant le partage d'agenda Efficy avec Gmail et/ou la synchronisation gmail côté serveur.&lt;/p&gt;

&lt;p&gt;Bien à vous,&lt;/p&gt;

&lt;p&gt;Yannick&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=1419/la-synchronisation-efficy-est-elle-possible-avec-gmail&amp;show=1430#a1430</guid>
<pubDate>Fri, 18 Mar 2016 15:19:26 +0000</pubDate>
</item>
<item>
<title>Answered: Could someone help me with this code on &quot;ExternalMailing.js&quot;</title>
<link>https://overflow.efficy.io/?qa=1392/could-someone-help-me-with-this-code-on-externalmailing-js&amp;show=1395#a1395</link>
<description>&lt;p&gt;Dear Herwin,&lt;/p&gt;

&lt;p&gt;I think the variable &lt;strong&gt;C&lt;/strong&gt;ontactBatch must not have a uppercase at the beginning.&lt;br&gt;
be carefull with that because it all the ExternalMailing.js has been review in Efficy 2014 to follow the camelCase Javascript naming rule.&lt;/p&gt;

&lt;p&gt;Best Regards&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=1392/could-someone-help-me-with-this-code-on-externalmailing-js&amp;show=1395#a1395</guid>
<pubDate>Tue, 08 Mar 2016 08:03:12 +0000</pubDate>
</item>
<item>
<title>Answered: How To Install LinkedIn Integration in Efficy 2014 ?</title>
<link>https://overflow.efficy.io/?qa=908/how-to-install-linkedin-integration-in-efficy-2014&amp;show=916#a916</link>
<description>&lt;p&gt;Hi,&lt;br&gt;
As I'm aware of, LinkedIn integration simply no longer work since LinkedIn has changed its integration policy.&lt;br&gt;
It does no longer work in any Efficy version.&lt;br&gt;
BR&lt;br&gt;
Frédéric&lt;/p&gt;
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=908/how-to-install-linkedin-integration-in-efficy-2014&amp;show=916#a916</guid>
<pubDate>Thu, 12 Nov 2015 14:08:11 +0000</pubDate>
</item>
<item>
<title>Is this documentation enough for the third party? Because they want to build the connection with Efficy.</title>
<link>https://overflow.efficy.io/?qa=874/documentation-enough-third-party-because-connection-efficy</link>
<description>
</description>
<category>Efficy Integrations</category>
<guid isPermaLink="true">https://overflow.efficy.io/?qa=874/documentation-enough-third-party-because-connection-efficy</guid>
<pubDate>Tue, 20 Oct 2015 13:47:20 +0000</pubDate>
</item>
</channel>
</rss>