Efficy Overflow Q&A - Recent questions tagged company

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?

How to select a contact in a document generated from a company

Tue, 04 May 2021 15:15:04 +0000

Hello,

I am working on an invoice template in Word, with the Efficy Word integration. I save my document as a template.

In my document, among other things, I insert this :

[$=COMP.NAME]
[$=CONT.TITLE] [$=CONT.FIRSTNAME] [$=CONT.NAME]

Then, in Efficy, from a Contact, when I "Add Link to Document" > "Launch Template", I can show fields from both the Contact table and the Company table.

I notice that if a Contact has multiple links with multiple Companies, only the Company with the Main Link will be selected.

Now the problem I have is if I want to Launch Template, but from a Company. Then I am able to show Company name, but it won't retrieve any Contact field to show.

So my question is : is it possible to generate the document from a Company and show data from a specific contact ? For example I have contacts which have the Function "Invoicing Contact" and I would like to show fields from these.

Could we create companies reference using Efficy designer?

Thu, 03 Oct 2019 10:23:57 +0000

Hello,

I want to create a reference for companies, could we use the designer or we should do it using a database workflow?

Thank you

Regards

Undo the confidential state for a company

Tue, 17 Sep 2019 10:38:46 +0000

Hello,

In the efficy 10 SP2 environment, how can we undo the confidential state for a company (or any other entity)?

I know you can overcome this by making an action private first and then making it public, but let's assume this is not possible.

Thanks!

Ken