Efficy Overflow Q&A - Recent questions tagged merging

Report of actions/visit to Word

Fri, 10 May 2019 13:23:56 +0000

Hello

Is there a way to use the Report module to produce a docx document (based on a template) in order to generate a report showing all actions (visits) of the previous week ?

I think this is achievable using the campaign functions but it can be "complicated" for users to go through the different step.
The report module seems to be able to do the job using Crystal Reports..but we haven't gone for this reporting solution - we went for Qlik...

One of the solution purchased by Efficy (Vente Partner) was doing this job very easily.
Clicking on a customized button, a csv file was exported to the local PC and then a .dot word document was automaticaly opened. A vba code was automatically launching a merging using the csv data...et voilà, report of the done week for the sales manager !

Any simple way to do something similar with Efficy ?

Patrice - MX France

[2014] Full control access needed when merging doubles, why not 1 side instead of both?

Fri, 18 Mar 2016 09:34:47 +0000

Hi All,

The situation that my customer (Avoord Zorg en Wonen) needs:
- There is a synchro with another system for contacts
- When a contact is synced from this system, it is not deletable in Efficy anymore
- Other contacts in Efficy (manually added) are on full control

When merging a duplicate, the one from the other system will stay and the manually entered one will be deleted.
But the merge function checks if there is full control on BOTH, even though one will never be deleted.

Is a custom possible in the merge function so that only full control is needed for the record that will get deleted and read/write/secure on the one that will stay?
(because this way we can sync the contacts from the other system with read/write/secure rights to make sure these do not get deleted by the users that have merge rights)
Or is there another solution for this?

Duplicate - Preparing Merge - What Fields can we use in the DataGrid?

Wed, 22 Jul 2015 17:00:44 +0000

Here is the list of Fields Available in the DataSet of the Workflow Trigger "PrepareDuplicateMerge"

Be careful the fields VALUE and VALUE2 are containing HTML and
JavaScript for some fields.

FIELDNAME
DETAIL
DETAILKEY
DETAILNAME
DISPLAYORDER
FIELDID
FIELDINDEX
FIELDLABEL
SELECTED
TABLEVIEWINDEX
TOMERGE
TYPEFLD
LENGTH
VALUE
VALUE2