Update March 6th, 2017

Thanks for using Efficio!

To make our app better for you, we bring updates to Efficio on a weekly basis. Every update to Efficio includes improvements for reliability and consistency. As new features become available, we’ll highlight those for you here and in the app. There is nothing for you to do to receive these changes, simply login.

[minti_headline type=”h2″ size=”fontsize-xxxl” align=”align-left”]Notable Bug Fixes[/minti_headline][minti_unordered_list style=”checkbox” show_separator=”no”]

  • Fixed an issue where Activity Sync imported the same calendar event more than once from Outlook.
  • Fixed a problem that forced you to ignore the same contact more than once in the new Sync Problems page.
  • Team members are now properly identified in Sync Problems.
  • Skipping an imported activity will now always hide it from your view.

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[minti_headline type=”h2″ size=”fontsize-xxxl” align=”align-left”]New Changes[/minti_headline]
[minti_headline type=”h3″ size=”fontsize-s” align=”align-left”]Pacing Report for AEs[/minti_headline]

After a few requests we have brought the Pacing report to our AE users. This report displays Account by Account dollars of what you have on the books relative to this time last year. Only shows projection(booked) dollars for this year and last year relative to the selected week. If the exact date is not selected, it will look for the closest day the Forecast was pulled.

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By | 2017-03-06T18:18:31+00:00 March 6th, 2017|Blog, What's New|0 Comments