General
Where can I get more detailed information about ef3 and efOnline?
Answer:
Please email us at ef3sales@efcom.de. We will be pleased to provide you with the information and details you’re after.
Our company wants to enter the factoring business. How can I tell if and which version of ef3 is suitable for us?
Answer:
One of efcom’s strengths is our strategic consulting. Based on this, you can be absolutely sure that we will always offer you a tailored solution. The first step is to get in touch with us via ef3sales@efcom.de.
Who can assist me with further questions regarding ef3 or efOnline?
Answer:
Every client who has a support contract with us can use the efcom ticket tool to get in touch with us during the agreed support times. For further information about Support, see here.
Where and when can I meet efcom in person?
Answer:
We have a presence at many industry events both at home and abroad. There, we are happy to provide help and advice to our clients as well as other interested parties. See our News section to learn where and when you can meet us in person.
Training courses
Does efcom offer training?
Answer:
Yes, we provide either on-site or client-site training. Basically, we offer introductory training to new clients, advanced release training and tailored training on request. In addition, we also train information makers. We keep our clients updated about upcoming release training courses via our training plan.
What training is given to new clients?
Answer:
We distinguish between key users and end users when it comes to our new-client training courses. Key users generally receive training on a range of overarching topics, while end users only receive training on specific areas depending on their role and daily activities.
How do I register for a training course?
Answer:
You can only register using our ticket tool. If you have any questions about our training system, please email us at:contact@training.efcom.de.
Are all efcom training courses free of charge?
Answer:
As our training courses are usually complicated and go into great detail, the amount of effort involved means they cannot be offered free of charge. We offer fixed-rate training for new and existing clients. To learn more, email: contact@training.efcom.de.
Project management
How does efcom typically implement projects?
Answer:
Client projects are implemented as part of several subprojects, offering you and us greater flexibility. For further information about our Project Management, see here.
How long do projects take at efcom?
Answer:
This depends largely on the scope and complexity of your requirements. Typically, projects take around four to 18 months.
Is there a point of contact for each project phase?
Answer:
Yes, each project phase is supported by one of our specialists. The assigned person is responsible for the successful implementation of the particular phase. You can find out here who the assigned point of contact is for which phase.
Are projects ever cancelled?
Answer:
We have been going for 20 years now, and in that time no project has ever been cancelled. One reason is that we work hard at the very outset to avoid uncertainties later on.
Customer portal
I’ve forgotten my client portal password. What do I need to do?
Answer:
Just click the ‘Change password’ link on the login window to request a new password. As soon as we receive your message, we’ll email you a new password to the address we have on file.
I am a registered user and want to set my own password. How do I do that?
Answer:
Under ‘User profile’ just go to ‘Change password’. A window will then appear where you’ll need to enter your new password twice. All you have to do then is click ‘Update password’. Done.
How do I update my details in the client portal?
Answer:
Under ‘User profile’ select ‘Edit profile’. You can now change any of your details and save them using ‘Update profile’.
Which browsers are supported for the client portal?
Answer:
You can use the two most recent versions of Firefox and Safari. The latest version of Chrome is supported, whereby auto-updates are always performed.
Ticket tool
How do I use the efcom ticket tool?
Answer:
The ticket tool is only accessible to our clients. Users are sent their user ID and password credentials which they can use to log in here.
Where can I get help on using the ticket tool?
Answer:
You will find an in-depth guide to the client front-end (ticket tool) in our client portal under ‘Information’. The guide explains how you get started and describes the tool’s key functions.
Which tickets can I view in the ticket tool?
Answer:
Clients can only view and edit their company’s tickets. Only our support team is permitted to view other tickets.
Which browsers are supported for using the ticket tool?
Answer:
You can use the two most recent versions of Firefox and Safari. The latest version of Chrome is supported, whereby auto-updates are always performed.
ef3
How frequently are new releases of ef3 issued?
Answer:
4 releases are planned each year, although not every release needs to be approved by the client. We recommended accepting 1 to 2 releases each year.
Where can I get updates on new ef3 functions and features?
Answer:
We provide our clients with regular updates on the latest functions and features of ef3. You can also clue up on selected functions at any time by browsing our New features section.
Which languages is ef3 available in?
Answer:
In principle, the premium version of ef3 is available in any language as we offer the option to have it customised to the language you want. Among other benefits, this allows your business partners to also receive documents and reports in their own language.
Are there any factoring types not supported by ef3?
Answer:
In principle, ef3premium supports every possible factoring type – including complex, company-specific variants. See here for an overview of common factoring types supported by ef3.
What are ef3 modules all about?
Answer:
The modules we offer are self-contained add-ons that we enhance and update continuously. You can expand the features of both ef3basic and ef3premium flexibly through numerous modules. For further questions regarding modules, please contact our consultant directly: consulting@efcom.de.
efOnline
Can I try out efOnline without being a client?
Answer:
Yes, efOnline is available as a demo version. It allows you to try out certain efOnline functions in a test environment. For our latest demo version, click here.
How frequently are releases of efOnline issued?
Answer:
As in the case of ef3, 4 releases are planned each year.
Can only a limited number of users use efOnline?
Answer:
No, the good news is that we’ve designed efOnline to be used by many users simultaneously – with zero loss of performance.
To what degree can efOnline’s appearance be customised to suit a customer’s CI guidelines?
Answer:
The idea is that efOnline should be almost 100% customisable to the factor’s CI requirements. A host of options are available to achieve this – from changing the colour and the individual logo to the presentation of fonts and numbers. In other words, efOnline blends seamlessly into your customer front-end.
How is efOnline programmed?
Answer:
efOnline is based on the state-of-the-art development environment Node.js. This gives us maximum flexibility to programme new functions and innovative upgrades for your benefit.
