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CRM Specialist At Effivity
Sree has over 7+ years of experience. She excels in building strong client relationships and ensuring customer satisfaction. Sree's expertise and dedication help drive Effivity's commitment to exceptional customer service.

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While printing can we add header and footer to a document? - Effivity

Yes. You can customise your own header and footer using print builder.

Can we add e-signatures to a document? How? - Effivity

Yes you can add e-signature in your form. Go to Form builder and click on edit option of the form. You can drag and drop Signature component and save it

Can we have Timer based workflows? - Effivity

Yes. You can create and customize it in workflow builder.

What does the term “designations’’ mean ? - Effivity

Designation can be specific to an employee but he/she may have one or multiple roles.

Example:

Person: XYZ

Designation: Production Engineer

Role: training evaluator, pre-delivery inspection, corrective action approver, production planning and control

Is there a way of exporting all asset items in one go or does it have to be done page by page? - Effivity

You can change the page count and export max 100 records at a time by selecting 100 records per page.

What is the difference between Asset and Equipment - Effivity

Asset – You can add all infrastructure resources which includes equipment, hardware’s etc….

Equipment – It will be more specific to measuring equipment and machines that you are using in the operation.

How to create Holiday List of a year? - Effivity

You can create your yearly holiday list under Masters – > QMS – > Admin -> Holiday List

Where can I configure our work week off days? - Effivity

You can configure it in the Off Day screen under Masters – > QMS – > Admin -> Off Day

What Favourites and how can I add ? - Effivity

You can bookmark your frequently used or required Effvity screens under Favourite section. You can go to the required screen and now click on Favourite icon –> Add Favourite. You can name the current page and save it.

How can I add my company logo - Effivity

Go to Administration Module –> Settings –> Click on Appearance section

Click on choose file under application logo to select your company logo from your system and click on upload. Your logo will be updated in top left corner of the screen.

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