Default Business Units

This new feature adds an additional filter option to many of the pages you use throughout Efficio. Your Default business unit selections will be the default filter when using many of the pages and reports throughout Efficio. This feature saves time by reducing common filter selections page by page. 

Budget Performance

A commonly used page in the Corporate Rollup solution is now available to all team members in Efficio. This page provides a comprehensive AE overview by % to budget, including booked business and budgeted numbers.

Notable Bug Fixes

  • Activity Sync bug preventing the account selection from being saved to the activity after importing. 
  • Budget Performance page in local and corporate markets not differentiating Primary vs Secondary budgets
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