Efficy Overflow Q&A - Recent questions in Other

problem with one of the users

Fri, 19 Jan 2024 13:49:58 +0000

Hello, im contacting you regarding one of our clients (Stadim - Belgium).
One of the users has an issue with efficy add in in outlook, every time he starts outlook he gets the following error (see attached photo).
i did a try to reaper the installation and disabled the add-in and re-enabled it but it didnt help.
How can we solve this problem?

ttp://

many thanks in advance
Mohamed Abdelkader

Delete et Merge

Mon, 11 Sep 2023 12:38:41 +0000

Bonjour,

Est-ce qu'il est possible, pour l'objet person

D'empêcher sa suppression en modifiant sa partition par exemple.
Pendant le process de merge, de garder la personne "esclave" en modifiant sa partition

SchedulerAdmin modification disapearing

Wed, 16 Aug 2023 11:35:39 +0000

Dear All,

I'm accessing my backend server via RDP to modify the scheduler configuration (using services\SchedulerAdmin.exe).

I add some task, I deactivate another. Then I disconnect my RDP session.

But when coming back to the server 5 minutes later, all my changes are gone.

I'm logging into the server with a privileged account and already tried to run SchedulerAdmin as Admin : no changes.

Any idea why this is happening ?

Thanks for your help,

Alexandre

How to have a company show only active contacts with that company?

Fri, 07 Apr 2023 08:04:47 +0000

I would like the company view, contacts, to show only contacts that are currently active with that company. I would like to select the active link (in the contact - company relation) for that, but I can't seem to. I have made it work with a filter by selecting only contacts that have an empty end date. Is this the only way or is there an easier way?

Disable the chat access from Effcy's desktop

Mon, 28 Nov 2022 06:33:29 +0000

Hello,
We need to disable the chat access from Effcy's desktop.
Our clients don't need to contact Efficy support team.
It's urgent.

Thank you
Dimitri

Users' groups resetting without user action

Thu, 09 Jun 2022 13:36:48 +0000

Hello,

I have a weird issue with users' groups for a client : They keep resetting to a "previous" version without any user interaction.

One user was setup on 7 different groups. After a workshop with the client on group rights, I saw they understood groups and rights backwards (ie : a manager does not need to be in every employee groups, they need to configure employee groups to give rights to the manager's group)

So they changed their groups and this user was now part of 4 different groups.

A few days later, this user was back with the same 7 different groups...

What I tried/checked :
- Changed this user groups back to 4 -> a few days later they were back
- Checked all custom for any request/projutils that could update ACCGROUPS/ACCOUNTS/... -> nothing
- Checked SYSCHANGED logs -> Addition to user groups are not logged so I added them (today)
- Compared latest modification date to log files -> Only process that "update" users is Exchange sync (cache issue ?)

If anyone encountered a similar issue or have an idea, I'd like to know more !

Flexmail Sync : Several emails for a same contact

Thu, 27 Jan 2022 11:33:41 +0000

I have 2 questions about the Efficy / Flexmail sync:

1/ if the email of a contact on efficy changes, will the contact's email be overwritten during the synchronization on Flexmail? if so, is the old email kept in flexmail?

2/ If a contact has several emails on efficy and subscribes to a newsletter with his 2nd email. He exists with his email 1 on Flexmail. Will there be a duplicate on flexmail?

New "mirror" replication mode

Tue, 11 Jan 2022 08:50:03 +0000

Efficy Enterprise 2021 Release Build r25833 ships with a new replication mode named "Mirror".

Can someone explain what the difference is compared to Full mode?

Calcul de la date de dernière modification sur une personne

Wed, 05 Jan 2022 16:30:24 +0000

Bonjour,

Dans le contexte de l'anonymisation des personnes (RGPD), la date de dernière modification doit être calculée pour sélectionner les personnes elligibles.
Cette date est calculée via la tâche "[DATA-PRIVACY] Process date of last move for all contacts" qui appelle la tâche com.edeal.frontline.dataprivacy.tasks.DataPrivacyUpdateContactsDateOfLastMoveTask qui va mettre à jour le champ PerDataPrivLastMove de la personne.
Ce champ semble aussi mis à jour ailleurs que dans la tâche (à la demande ?).
=> Sauriez-vous à quel niveau ce champs est-il mis à jour ? Quelle classe est alors appelée ?

Un grand merci d'avance,

Bien cordialement,

Laure Panon

How to unlock a user with Efficy 11.3+

Tue, 14 Sep 2021 09:31:03 +0000

Hi,

How to unlock quickly a user which does too many logon errors ?

In previous versions, it was possible by updating some fields from ACC_ACOUNTS...

Thank

Does some one have experience on dtSearch with multiple criteria.

Mon, 03 May 2021 13:42:05 +0000

Dear,

Does some one have experience on dtSearch with multiple criteria.
ex. search for document content "Marketing" and "Formation"

A customer want to know how can he use multiple criteria on dtSearch.

ApplyApply master-detail relations with category forms project guide

Fri, 24 Jul 2020 14:13:00 +0000

Hello,
I cannot get the master-detail relations to work in this context.
Like in a classic form I have defined a field to call the script during a change (field.CATGLOOKUPMASTER {[<% GetEdit (“$ FIELD $”, type = “LOOKUP”, onchange = “JavaScript: CebPerformCustom ('CEB_STATE', $ FIELD $); ”)%>]}) on the master lookup but the following code does not seem to work in this context.
function CebPerformCustom(ActionCode, field) {
var Key = null;
var Element = null;
var CebAction = document.getElementById("CEBACTION")
if (Key)
CebAction.value = ActionCode + Key
else
CebAction.value = ActionCode
if (DoSubmit(ActionCode, Element, field.name)) {
if (! BeforeSubmit(ActionCode == "CEBOK" || ActionCode == "CEBAPPLY")) return
window.EntityModified = false; // the CEB_PERFORM will save any changes made
document.forms[0].submit()
AfterSubmit()
}
}

Can anyone help me please ?

Thanks

com+ identity didn't stay configured ?

Mon, 27 Jan 2020 08:55:12 +0000

Hello Everyone,

i have an issue with the a com+ on a customer server.
Com+ and Efficy are running good, but everyday, after each reboot, or after each stop of the com+ (i don't really understand at whish moment exactly), the com+ identity didn't work anymore.

When it happend, it's just like the password is not good, i need to go to the com+, in the identity tab, retype the password, and the it's ok, untill the next time.

Version d'EfficyEfficy (Build 11.3.18520.0 2019-08-06 11:03)

Do you have an idea ?

uncheck "enforce access checks for this application" missing in the doc ?

Fri, 11 Oct 2019 07:10:30 +0000

Hi Everyone,

It seems that in the com + configuration part of the install documentation, the uncheck "enforce access checks for this application" is not present anymore, but i think this config is always needed to avoid an Access Denied when trying to reach the logon page.

Regards

What is the SHEET field at the bottom of edit product in 11.3?

Wed, 02 Oct 2019 06:21:54 +0000

Hi all,

The question is simple, what is this field used for ?
It's like a word file but, i don't understand why we have it there ?

I've check the doc but it seems that doc is not up to date about this field.

Regards

Database structure : some info about Files / Mails / Docu

Wed, 28 Aug 2019 13:44:33 +0000

Hi,

I can not find the usefulness of some fields in the database:

DOCUMENTS :

EMAIL : I think that the value is "1" it means that the document is an email imported from Outlook ? So I think there is a line in MAILS too ?

FILES :

KIND : what does it mean? Can I find the possible value and their meaning somewhere ?
PATH and COMMENT : If I understood the GetAttachmentName function tag PATH is the name of the uploaded file and COMMENT is the "name updated by Efficy" ?
STREAM : as it's of type "image" it store binary data of the file ?
THUMB / PICTURE : I did not understand
K_ATTACHMENT / K_ATTACHVERSION : I don't understand, and there are not in the SYS_FIELDS table

MAILS :

K_FOLDER : LK_MAIL_FOLDER, not in the form, is it defined directly when importing mail from Outlook to Efficy ?
FROMOWA : ?

P.S : Efficy version 10.2

Thanks in advance :)

EDIT :

I tried to understand how the file extension is displayed on pages/grid/DocuFile.htm but I can not.
The file name and extension are display with

<span class="path"><%GetAttachmentName("<#F=PATH; jstext=T; nospace=T>", comment="<#F=COMMENT; jstext=T; nospace=T>")%></span>

Except if I misunderstand, according to GetAttachmentName if the comment argument is not specified, Efficy will display the PATH value, right ?
Efficy does not show antything with only this :

<span class="path"><%GetAttachmentName("<#F=PATH; jstext=T; nospace=T>")%></span>

I tried this because Efficy show 'myFileName.pdf' but COMMENT contains only 'MyFileName' (without the extension). So I suppose that Efficy get the extension from PATH ?

Force client browser to refresh cache after a file change

Thu, 01 Aug 2019 07:51:38 +0000

Hi,

Yesterday morning I changed some files : one 'js/commands' and one macro.

The comands use 'Browser.navigate()' to go on the page that use the
macro with arguments that define which options have to be selected
by default
In the macro I added some options

The Macros works : the new options are available in the select
The problem is that the js/commands send the old arguments in the url so the selected options is not the good one.

It works for the session admins (I disable file caching in the admin interface) but it don't works for other users

Is there a way to tell Efficy that it needs to refresh the files without emptying the cache by hand for each user ?

Thanks in advance

Bug de l'app / affichage et recherche des contacts ?

Wed, 12 Jun 2019 11:14:18 +0000

Bonjour

Pour afficher ou rechercher une société présente sur notre bdd Efficy Cloud, il suffit de balayer l'écran vers la gauche, renseigner le champ "Rechercher" puis cliquer sur Sociétés.
Le résultat retourné est complet puisqu'il indique toutes les sociétés renseignées sur notre base en cloud (avec le critère de recherche choisi).

Cependant, si nous réalisons la même opération avec les contacts, l'app ne retourne que les contacts qui ont été ouvert au moins une fois sur l'app. La recherche du contact ne s'effectue pas sur la base Cloud complète.

S'agit-il d'un bug ou d'un fonctionnement standard de l'app ?
Si c'est standard, c'est tout de même étonnant que nos vendeurs ne puissent pas accéder à l'ensemble des contacts, dont ils sont propriétaires, sur l'app (ou contacts auxquels ils peuvent accéder) .

Je précise que de nombreux tests ont été effectués sur plusieurs iphone différents avec le même résultat.

Merci de vos conseils
Patrice

Version de serveur V11.2.3
Version du serveur applicatif 11.2

Is Efficy 2012 summer still compatible with Office 2019 or 365 (2019 release)

Mon, 27 May 2019 14:41:49 +0000

A customer still using Efficy 2012 summer want to update his Office 2013 to the 365 version (2019)
Is it still compatible for the sidebar integration ?

TLogonRequestHandler - Required Argument not found: "DATABASE"

Wed, 24 Apr 2019 12:16:59 +0000

Hi,

i'm installing efficy 10.0 on my computer and want to set the database connection to the production database. I used the Alias Manager to create a new alias and when testing the connection, everything is successful. When i try to log on in the browser, i receive the given error in the subject. I'm passing the parameter database=Prod as shown in the screen. What am i doing wrong?

Thanks in advance
Stefan

Get efficy ID inside a flexmail campaing

Mon, 15 Apr 2019 10:18:05 +0000

Hello,

Is it possible to get the efficy-ID of a contact inside a flexmail campaign ?

Regards,

Loïc

Error on opening DOCX and XLSX files

Mon, 03 Dec 2018 09:37:06 +0000

We recently upgraded an on premise customer to Efficy 11.1
After the upgrade the customer has a problem with opening DOCX files from Efficy documents.
Directly after opening the "connection" between the Efficy-document and the file is lost: When the user saves the file, an error pops up: "There was an error uploading the file, do you want to try again ?"

What is special:
This problem only occurs on DOCX and XLSX files. DOC files and XLS files and any other types of files (rtf, txt) works fine.
The problem only occurs on devices of the customer. I cannot reproduce the problem on my own machine.

Customer Environment
Efficy v11.1.13
The customer works on Office 365 ProPlus

WARNING : take care of comments in your Macros

Tue, 25 Sep 2018 11:37:05 +0000

Hi,

I don't know if it's a known problem so I open this "question" to report it

'//' comments cause some issues in macros

Exemples with new relation forms :

Works great

/* Docu Relations */
RelationSectionsForm.Docu.Comp, RelationSectionsForm.Comp.Docu {[11]}
RelationSectionsForm.Prof.Docu, RelationSectionsForm.Docu.Prof {[3]}


/* Prof Relations */
RelationSectionsForm.Prof.Oppo, RelationSectionsForm.Oppo.Prof {[6]}
RelationSectionsForm.Prof.Objv, RelationSectionsForm.Objv.Prof {[7]}

Issues
Here the forms DOCUCOMP and OBJVPROF will open properly from consult grid, but not with the "Modify relation" button on the Edit view

// Docu Relations
RelationSectionsForm.Docu.Comp, RelationSectionsForm.Comp.Docu {[11]}
RelationSectionsForm.Prof.Docu, RelationSectionsForm.Docu.Prof {[3]}


// Prof Relations
RelationSectionsForm.Prof.Oppo, RelationSectionsForm.Oppo.Prof {[6]}
RelationSectionsForm.Prof.Objv, RelationSectionsForm.Objv.Prof {[7]}

How to install new font for pdf conversion

Fri, 10 Aug 2018 13:05:12 +0000

install the font on needed server (usually regular Efficy services server)
modify securities of the font (properties, security) and add the user which runs the efficy pdf service

Customize TabContentProds : "DS_DocuEdit_6_Docu_Prod: Field 'BATCH' not found"

Wed, 18 Jul 2018 15:15:53 +0000

Hi!

I have some basics questions, tell me if I think wrong:

In the DB, SYSENTITYVIEWS is composed of several SYSTABLEVIEWS
SYS_TABLEVIEWS store queries used in forms (consult and edit) and define field in the HandleContext (like Databse.ConsultDetail(...); GetDetailDataset(...) ) ?
SYS_QUERIES store queries used by list and grids ?

If I have wrong : What is the difference between SYSTABLEVIEWS and SYSQUERIES ? In which context one is used and not the other ?

Why there is [columns] clause in SYS_QUERIES ? The columns used in the grids are defined in the macro (like TabContentProds --> GetRelationGrid)
I can't find documentations in the EDN about the "Efficy SQL" used in these tables, does anyone have any ?

.
I ask that because I want to customise the products grid in DocuEdit (TabContentProds) :
In Efficy some of my products can be a "Batch" which is linked to other Products.

I want to add a column before the others with the batch name, the problem is that the good query uses 2 times the PRODUCTS table :

select batch.K_PRODUCT as K_BATCH, batch.NAME as BATCHNAME, Prod.K_PRODUCT, Prod.NAME, DP.K_RELATION, DP.QUANTITY, DP.PRICE, DP.DISCOUNT, DP.COMMENT, DP.VAT, DP.TOTAL
        from DOCU_PROD DP
        join PRODUCTS Prod on DP.K_PRODUCT=Prod.K_PRODUCT
        join PROD_PROD PP on PP.K_PRODUCT2=Prod.K_PRODUCT
        join PRODUCTS batch on PP.K_PRODUCT=batch.K_PRODUCT
        where DP.K_DOCUMENT=@docuKey

I tried to do it like this :
GridColumnsCustom.txt :

th.BATCH {[
    <th class="text-start nowrap">
            <%GetHeader("NAME", nolabel=T)%>
    </th>
]}
td.BATCH {[<td><a href="javascript:Consult('Prod',<#F=K_BATCH>)"><#F=BATCHNAME;emptytext=T></a></td>]}

MacroEditCustom.txt : (just add 'BATCH' to columns list)

TabContentProds {[
    <div class="content tabs-content-item" id="tab-prod">
        <div class="row">
            <div class="small-12 medium-1 columns">
                <button type="button" class="icon i-add <%IfReadOnly(detail='Prod', then='disabled')%>" title="<%GetLabel('Add Link to Product')%>" data-msg="addProduct"></button>
                <%AddRelationButton(entity='Prod')%>
            </div>
            <div class="small-12 medium-11 columns">
                <h3 class="section-title"><%GetLabel("Linked products")%></h3>
            </div>
        </div>
        <%OnMultiCurrency(0=, else=|<div id="currcyError"><span class="error"><%GetLabel("Warning: The currency must be set before adding products")%></span></div>|)%>
        <%Delay(1)%>GetRelationGrid(columndefs="GridEditColumns.txt", entity="Prod",
            columns="BATCH,FULLNAME,QUANTITY,PRICE,DISCOUNT,COMMENT,VAT,TOTAL,CONSO_RATE{HIDDEN},CONSO_TOTAL{HIDDEN},<%IfReadOnly(else=|SORTDELETE|)%>")%>
    </div>
]}

And add a row in SYSTABLEVIEWS (name=DocuProd; K_TABLE=31030; ISCUSTOM=1)

[SELECTFIELDS]
DOCU_PROD.*, PRODUCTS.NAME, PRODUCTS.OPENED, BATCH.K_PRODUCT K_BATCH, BATCH.NAME BATCHNAME

[SELECTFROM]
DOCU_PROD DOCU_PROD, PRODUCTS PRODUCTS, PROD_PROD PROD_PROD, PRODUCTS BATCH

[SELECTWHERE]
NULL

[SELECTWHEREFLD]
NULL

[SELECTJOIN]
DOCU_PROD.K_PRODUCT = PRODUCTS.K_PRODUCT, PRODUCTS.K_PRODUCT = PROD_PROD.K_PRODUCT2, PROD_PROD.K_PRODUCT = BATCH.K_PRODUCT

[SELECTORDERBY]
BATCH.NAME, PRODUCTS.NAME

One Query in SYSQUERIES : (KMASTER=31; K_DETAIL=30, Name='Docu: Linked Prod'

select batch.K_PRODUCT as K_BATCH, batch.NAME as BATCHNAME, Prod.K_PRODUCT, Prod.NAME, DP.K_RELATION, DP.QUANTITY, DP.PRICE, DP.DISCOUNT, DP.COMMENT, DP.VAT, DP.TOTAL
    from DOCU_PROD DP
    join PRODUCTS Prod on DP.K_PRODUCT=Prod.K_PRODUCT
    join PROD_PROD PP on PP.K_PRODUCT2=Prod.K_PRODUCT
    join PRODUCTS batch on PP.K_PRODUCT=batch.K_PRODUCT
    where DP.K_DOCUMENT=:param1

[Parameters]
0

[Options]
ChangeParameters=0
Distinct=0
NativeSql=1

Agenda reactivate scrollTime in main.js

Fri, 08 Jun 2018 17:48:20 +0000

Since Efficy10 scrollTime has been removed. Since we would like to see all 24 hours in a day, I would like to be able to start with 7:00 am for scrolling.

I already changed the minTime, maxTime, slotDuration (bij 15 minutes instead of 30) and slotLabelInterval. But whatever I try, it seems not possible to change the scrollTime which used to be there in Efficy2014.

See https://fullcalendar.io/docs/scrollTime for more info.

_initConfigAgendaOptions: function () {
        var minTime = Url.getArgument('minTime') || Model('minTime'),
            maxTime = Url.getArgument('maxTime') || Model('maxTime');
        this.config.set({
            slotLabelFormat: Model('slotLabelFormat'),
            minTime:         minTime ? minTime.split(' ')[1] || '00:00:00' : '00:00:00',
            maxTime:         maxTime ? maxTime.split(' ')[1] || '24:00:00' : '24:00:00',
            slotDuration:    '00:15:00',    //standaard 30 minuten
            slotLabelInterval: '01:00',
            scrollTime:      '07:00:00'
        });
    },

I also tried _initConfigGeneralDisplay, _initConfigViews and _initConfigTextTimeCustom for adding scrollTime, but no result yet.

US Date format is not applied in IE

Wed, 24 Jan 2018 11:10:21 +0000

Hello,

A client has US date format "MM/DD/YYYY" set to be used in Efficy. it's working perftectly on Firefox and Chrome (if user add timestamp to memo the dates is formatted well), bu on IE it's showing DD/MM/YYYY. The regional settings on the user's PC is european format (DD/MM/YYYY), so i believe that IE is reading the regional settings on PC and apply in Efficy, it doesn't consider the configuration set in admin console, is that correct? and is there a way to make IE apply the formatting set in admin console and not use the regional settings?

Thank you in advance for help and advises.

Best Regards.

I can only import data in Relation Table with DataSync Tool

Tue, 12 Dec 2017 10:55:48 +0000

Hi all!

I have an Excel file that contains a list of Contact with one column that says his Company
In Efficy Data -> Impot Table, Entity Tables do not appear, there are only Relation Tables (ActiCase, ActiComp, etc.)

Anyone can say me why pls?

Thanks a lot!

Mac - Time Out / Sidebar (Cache & Cookies) Solution

Tue, 05 Sep 2017 12:20:31 +0000

Time Out problem with sidebar Mac.

How to disable the copy of PROJ - COMP links to DOCU - COMP when creating a new document?

Tue, 21 Mar 2017 17:14:19 +0000

Hi to all,

My customer doesn't want to keep the links to COMP when he create a DOCUment from a PROJect...

What is the best way to disable this standard functionality ?

How format a specific columns into a query result

Tue, 14 Feb 2017 14:24:16 +0000

I try to format the column BUDGET into a query result.
Usually i use something like that

td.BUDGET {[<td class="text-end"><#F=$FIELD$;FORMAT=,0.00></td>]}

But the format isn't applied.
I declare it into GridColumnsCustom, it works into other grids but not into a queryresult.
Any idea why ?

Is Efficy 2012 Summer compatible with SQL Server 2016?

Thu, 09 Feb 2017 11:28:31 +0000

Hello,

All is in the subject :)

Thank' in advance.

Dimitri.

Merge Radio Button Visibility or Displayed but it should not

Fri, 20 Jan 2017 16:10:23 +0000

From Efficy 10 we remarked that the Radio button (the middle one) on the Duplicate Merge Screen are shown all the times, in Efficy 2012 Summer those middle option are sometimes not present.

For Instance in Efficy 2012 Summer

Same in Efficy 10 R8930

How to return a single value within MacroLibraryCustom

Fri, 13 Jan 2017 10:09:01 +0000

I added a query in MacroLibraryCustom. This works, but now I need to make sure that the result is returned to my field defined in FormFieldsEditCustom.

The query:
ProjectKeyValue {[ <%RunQuery(id="ProjectKeyValue", sql="select TOP 1 K_PROJECT from <#TABLE NAME=DOCU_PROJ> where MAIN = 1 and K_DOCUMENT = :param1", param1="%%GetField('F_BM')"),store="991"%>

]}

The Field in Formfieldseditcustom:
field.LOOKUPTIMESHEETPROJECTS.Acti {[<%Macro("ProjectKeyValue", $FIELDNAME$="F_PROJECT")%>]}

I tried some things with GetField, but I'm not sure if this is the right way, at least it does not work.

Melange des champs adresses pour un contact / ceux de sa société

Tue, 10 Jan 2017 11:55:11 +0000

Bonjour,

Lorsqu'un contact a une adresse (rue, code postal, localité, pays, ....) différente de celle de sa société d'attachement, il est possible de saisir celle-ci dans la fiche du contact.

MAIS après avoir réalisé cette saisie, les informations qui apparaissent dans le bandeau de la fiche contact (affichage) sont un mélange des champs adresse issus de la société et ceux issus du contact.

Comment faire pour afficher la bonne adresse du contact ??
Merci

mails from Flexmail in spam

Sun, 18 Dec 2016 14:16:11 +0000

How can I avoid emails sent from Flexmail arrive in the spam-folder?

Inactive Users button

Thu, 06 Oct 2016 15:12:32 +0000

Dear,

Does anyone knows what the 'inactive users' button does in the task list?

gr
Erwin

Do not inherit security from main relations (protect current security)

Tue, 20 Sep 2016 07:39:30 +0000

When securing a record you get the option: Do not inherit security from main relations (protect current security)
What does this mean?

How come the number of contacts in a profile difers from the numbera added

Mon, 19 Sep 2016 13:33:27 +0000

I created a new profile and when I add contacts by means of a query (remove identical records and email address is not empty) it says 885 contacts added. But the profile itself shows it has only 864 contacts.
What happened to these 19 contacts?

Can someone explain?

Cheers
Kathleen

Agenda & TS have a specific background color - efficy 2014

Fri, 09 Sep 2016 06:40:40 +0000

Hello,
Does anyone knows if
- Is is possible to have a specific background color for bank hilodays like for WE (saturday and Sunday background are light gray)

TimeSheet:
Same as above eg have a specific color for bank holidays to distinguish from working days

Many thanks
Frédéric

Is it possible to setup Nomad Efficy on Windows tablet (Windows 8 or 10)

Tue, 16 Aug 2016 13:39:41 +0000

Hello,

Is it possible to setup Efficy Nomad on Windows Tablets? operated on Windows 8 or 10? With IIS and MSSQL? and which versions of IIS and MSSQL?

Thank you.

B.R.

Setup "verkopers"

Fri, 12 Aug 2016 14:19:05 +0000

Hi,

We started with efficy. Where is the section "settings" ?
I need to setup opportunity stages, verkopers, etc
There must be a section where this can be configured ?

is it possible to synchronize ressource with exchange calendar?

Tue, 12 Jul 2016 17:11:13 +0000

Hello,
anybody knows if Efficy supports synchronisation of Exchange ressources ?
thanks,
cedric

Quelles sont les regles d'affichage des opportunités / tableau de bord

Wed, 08 Jun 2016 09:45:57 +0000

A priori l'affichage ou non d'une opportunité dans le tableau de bord (home efficy) est basé sur la date cible de l'opportunité.
Pourriez vous m'en dire plus ?
Quelle est la période prise en compte : avant ou après la date du jour ??
Merci

Chronos: Why is the detail Cont/Comp excluded from consult Proj, Oppo?

Fri, 20 May 2016 10:09:31 +0000

The Chronos in Efficy 10 on the consult page of a company, shows by default the typical content entities. Additionally, it shows the relations made with contacts.

Why are contacts and companies not listed in chronos on the consult of Opportunities and Projects?

Comment activer la liste des doublons ?

Wed, 11 May 2016 19:02:20 +0000

La liste des doublons est vide.
Je dois les détecter par analyse des listes (selections) et les corriger un par un
Comment activer cette liste ?
Merci

Comment initialiser la table LK_CITY pour la France ?

Wed, 11 May 2016 18:50:47 +0000

La table LK_CITY est livrée vide ne permettant pas la proposition d'un nom de ville avec la saisie du code postal et du pays.
La maj manuelle de cette table pour la France demanderait un travail de saisie tres important vu le nombre de villes en France.
Comment télécharger cette table ??
Merci

Conficy : modification de la valeur par defaut dans un champ

Tue, 26 Apr 2016 12:23:25 +0000

Dans Conficy, il est possible de donner la valeur par défaut du champ.
Ok pour faire cela lors de la création du champs avec "appliquer la structure"

mais comment peut on modifier cette valeur par défaut ??
Faut simplement modifier la valeur et rééxécuter "Applique la structure" ??

je l'ai fait et sauf erreur de ma part, la valeur pa défaut n'a pas été modifier.

Merci

Création de plusieurs fonctions successives pour un contact au sein d'une même société

Tue, 26 Apr 2016 12:19:38 +0000

Lorsqu'on affecte un contact à une société, nous renseignons sa fonction avec la possibilité de date de début et de fin.

Je souhaite utiliser ce principe pour enregistrer le changement de fonction d'un contact sans changer de société.
par exemple :
responsable achat jusqu'au 15 avril 2016
directeur du bureau d'étude à partir du 16 avril

Comment faire ?
Merci

Mettre en place un "warning" / oubli d'enregistrer

Tue, 26 Apr 2016 12:15:06 +0000

Lors de la création d'un document avec pieces jointes, ou du rapatriement d'un mail ou création d'un contact, ou création d'une société, tout le travail de saisie est perdu si on "oublie" de cliquer sur Enregistrer.

Existe t il la possibilité de créer un message de "warning" qui demande la confirmation de quitter la fenêtre sans enregistrer ??

Merci