Update Feb 10, 2017

Feb 13, 2017 2:30:38 AM / by Taylor Snow

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 a broken link to Import Activities from the new Activity Sync page
  • Approve Account Requests now respects the users timezone when an account was requested
  • Market selection display bug for Corporate Rollup users
  • Popup windows are now cleaner and more consistent with the rest of the UI

[/minti_unordered_list][minti_headline type="h2" size="fontsize-xxxl" align="align-left"]New Changes[/minti_headline][minti_headline type="h3" size="fontsize-s" align="align-left"]Add & Edit Users[/minti_headline]

We have spent some time to help cleanup the process of adding and editing a user. Here are just some of the notable changes recently made. Enter and edit phone numbers easier with improved input fields. We now auto generate user initials to save you a step or two. Local selection now auto selects the correct office. No more confusing house user selections. Many other interface changes to help improve this process.

[minti_spacer height="30"][minti_headline type="h3" size="fontsize-s" align="align-left"]View Activities Page[/minti_headline]Removal of a legacy column titled "Account AE" that is no longer needed. This column was left on the export to excel if still required by your team.[minti_spacer height="30"][minti_headline type="h3" size="fontsize-s" align="align-left"]New Request Account[/minti_headline]The new request account process is now out of Beta! The link to the old process has been removed. Haven't used the new process? Try it today!

Tags: Features and Updates

Taylor Snow

Written by Taylor Snow

Director of Product