Customers

DID YOU KNOW... ...that you can open the Admin Center directly from eWay-CRM for Microsoft 365? In the eWay-CRM Admin...... More

DID YOU KNOW... ...That in eWay-CRM you can set format for the whole name (John Smith vs. Smith, John)? Use...... More

DID YOU KNOW...   ...that in eWay-CRM you can set up your own workflow in any module? Even in the...... More

DID YOU KNOW… …that in eWay-CRM you can keep documents and e-mails offline? Like this, you can use them without...... More

DID YOU KNOW ... ...That in eWay-CRM you can easily hide a field in the dialog? If you want a...... More

DID YOU KNOW... ...that in eWay-CRM you can easily drag and drop documents or e-mails into the item dialog? Do...... More

DIDI YOU KNOW... ...That in eWay-CRM you can easily make a relation field to any module? Just do the following:...... More

DID YOU KNOW... That you can set up an automatic signature for outgoing emails in Microsoft Outlook? The signature can...... More

DID YOU KNOW... That in eWay-CRM you can open documents and e-mails in different ways? Just do the following. Right...... More

Customs are different in every country, companies have various policies and Microsoft Outlook might not show holidays in your calendar...... More

DID YOU KNOW... ...That in eWay-CRM you can easily export data into Excel file by one click? We have already...... More

There are times when yesterday was already too late. Other times though, it may be useful to delay your message....... More

Sometimes you need a quick reply in order to schedule an appointment, book a conference room or simply to proceed...... More

DID YOU KNOW...   ...that you can easily check the size of your saved items? Just sort the files by...... More

DID YOU KNOW...   ...that you can set Drop-Down and Multi-Select Drop-Down Fields to have a default value? This is...... More

DID YOU KNOW...   ...that you can quickly adjust the eWay-CRM license each user has? If an employee leaves your...... More

DID YOU KNOW...   ...that after the release of the new eWay-CRM 7, you can switch the look of the...... More

DID YOU KNOW...   ...that you can change what dates are eWay-CRM fields Last Activity and Next Step based on?...... More

DID YOU KNOW...   ...that in eWay-CRM you can get a quick, managerial overview of the latest activities of your...... More

DID YOU KNOW...   ...that there is a keyboard shortcut in eWay-CRM to create a link to a project or...... More

DID YOU KNOW...   ...that you can hide or display the auto filter row for searching items in the list...... More

DID YOU KNOW...   ...how to check current user’s permissions in eWay-CRM? You can find out easily and quickly in...... More

DID YOU KNOW...   ...that you can start using new useful keyboard shortcuts in eWay-CRM 7.0? Try for yourself: Save...... More

DID YOU KNOW...   ...that you can generate a heatmap that displays where users click in your professional emails? You...... More

DID YOU KNOW...   ...that you can quickly convert an email to a task in eWay-CRM? When someone emails you...... More

DID YOU KNOW...   ...that you can automatically save emails from all your customers in eWay-CRM? Just set up this...... More

DID YOU KNOW...   ...that in eWay-CRM you can use date and time constants (eg. Today, Yesterday, This week, etc.)...... More

DID YOU KNOW...   ...that in eWay-CRM you can compare values ​​of two columns right in the list of projects,...... More

DID YOU KNOW...   ...that you can use TeamViewer for free to share your computer's desktop? Thanks to this, eWay-CRM...... More

DID YOU KNOW...   ...that you can set tasks in eWay-CRM as recurring? They can be repeated daily, weekly, monthly...... More

DID YOU KNOW...   ...that you can easily print our invoice or save it to PDF? It’s easy, just: Go...... More

DID YOU KNOW...   ...that you can easily change your billing email address? If you hired a new accountant, you...... More

DID YOU KNOW...   ...that Outlook will occasionally deactivate add-ins to speed up it's own performance? Don't worry, you can...... More

DID YOU KNOW...   ...that you can easily speed up loading Outlook? Just deactivate Outlook add-ins that you don't use....... More

DID YOU KNOW...   ...that you can easily return changes when creating a Professional Email campaign in eWay-CRM? Marketing campaign...... More

DID YOU KNOW... ...That you can easily find out how many eWay-CRM licenses you still have available? If your company...... More

DID YOU KNOW... ...That in eWay-CRM you can review and sort invoices by owner and customer? If it's sales reps...... More

DID YOU KNOW...   ...that in eWay-CRM you can increase delivery rate of Professional Emails by delivering at the optimal...... More

DIDI YOU KNOW... ...How to make a beautiful eWay-CRM executive dashboard in Power BI? Do you use or would like...... More

DID YOU KNOW... ...That you can use eWay-CRM for your correspondence more effectively? You can send e-mails to your contacts...... More

DID YOU KNOW... ...That in eWay-CRM you can easily reset your password? You may have forgotten your password or you...... More

DID YOU KNOW... ...That in eWay-CRM you can easily copy and send a link of an item for example to...... More

DID YOU KNOW... ...That in eWay-CRM you can the context menu of an item in the list? You can open,...... More

DIDI YOU KNOW... ...That in eWay-CRM you have the most important functions immediately available? For example, if you want to...... More

DID YOU KNOW... ...That in eWay-CRM lists you can search items even more effectively? However, sometimes the searched word can...... More

DID YOU KNOW... ...That you can easily customize the Outlook ribbon to create more space for eWay-CRM? You may lack...... More

DID YOU KNOW... ...How to send installation instructions to a new user of eWay-CRM? Click on Administration Center. Go to...... More

DID YOU KNOW... ...That in eWay-CRM you can quickly convert an e-mail to a task? You can do it in...... More

DID YOU KNOW... ...That in eWay-CRM you can quickly and easily rename or delete any category? It's just a couple...... More

DID YOU KNOW... ...That in eWay-CRM you can see a document preview in grids? You may not want to see...... More

DID YOU KNOW... ...That in eWay-CRM you can easily highlight cells? It's easy. Just do the following: Right-click on the...... More

DID YOU KNOW... ...that in eWay-CRM you can easily change an item owner? Often you need to delegate for example...... More

DID YOU KNOW... ...That in eWay-CRM you can check the results of your e-mail marketing campaigns? You just have a...... More

DID YOU KNOW... ...that in Outlook you can easily recognize e-mails saved to eWay-CRM? In Inbox, you see those that...... More

DID YOU KNOW... ...That your e-mails sent from a converted deal are automatically related to the project? If you send...... More

DIDI YOU KNOW... ...That in eWay-CRM you can keep a link to the original item when changing a value in...... More

DID YOU KNOW... ...That you can easily use context menu in eWay-CRM? In eWay-CRM you can quickly send an e-mail,...... More

DID YOU KNOW... ...That in eWay-CRM you can define which task types will be in Next Step? The column Next...... More

DID YOU KNOW... ...That in eWay-CRM you can choose which modules will mark items as private? Through the Private checkbox,...... More

DID YOU KNOW... ...That in eWay-CRM yu can easily open the already sent bulk e-mails and their statistics? If in...... More

DID YOU KNOW... ...That you can import items from Excel using the ID Number of the company instead of the...... More

DID YOU KNOW... ...That in eWay-CRM you can delegate agenda to a new colleague? Did you promote a colleague, and...... More

DID YOU KNOW... ...That in eWay-CRM you can review the date of a reminder in your tasks? The column Reminder...... More

DID YOU KNOW... ...That in eWay-CRM you can easily open a new task window using a keyboard shortcut? Just try...... More

DID YOU KNOW... ...That in eWay-CRM you can use a new button to delete a value from a drop-down menu...... More

DID YOU KNOW... ...That in eWay-CRM you can create a category right from the item context menu? Use the Categorize...... More

DIDI YOU KNOW... ...That in eWay-CRM you can categorize items right in their detail? Just do the following: Open any...... More

DID YOU KNOW... ...That you can be more effective with upgraded filters in eWay-CRM? They can save you a couple...... More

DID YOU KNOW... ...That in eWay-CRM you can easily send a document as a PDF? Just click on the new...... More

DID YOU KNOW... ...That in eWay-CRM you can easily open a company detail directly from the Contact List? All relation...... More

DIDI YOU KNOW ...That in eWay-CRM you can open the module list in a new window? You can even turn...... More

DID YOU KNOW… …That you can access your eWay-CRM from any browser? The only thing you need is the Internet...... More

COVID-19 got most of us out of the saddle. We cannot fight it directly but we fight the consequences. most...... More

DID YOU KNOW... ...That eWay-CRM comes with a set of predefined User views? This way, you can easily see data...... More

DID YOU KNOW… …That in eWay-CRM you can check with which clients you have not communicated for some time? Just...... More

DID YOU KNOW… …That you can quickly open a project from a won deal? You wanted to open a project...... More

DID YOU KNOW, … That the Tasks module in eWay-CRM can help you organize your work if part of your...... More

DID YOU KNOW …That you can display the system icon on the right at the bottom? Like that you can...... More

DID YOU KNOW THAT… …Through WordPress you can get requests directly to eWay-CRM? Create a simple form on your web...... More

DID YOU KNOW… …That in eWay-CRM you can easily bulk edit items? For example, you can bulk edit or create...... More

DID YOU KNOW… …That in eWay-CRM you can set a reminder to the e-mail you have just sent? If you...... More

DID YOU KNOW… …That in eWay-CRM you can categorize e-mails? In your company make a set of shared categories and...... More

DID YOU KNOW… …That you can see the status of tasks you delegated in eWay-CRM? If you have a meeting...... More

DID YOU KNOW… … That in eWay-CRM you can find out how many hours you worked for your clients the...... More

DID YOU KNOW… … That in eWay-CRM you can link a document or journal with more than one project? Just...... More

DID YOU KNOW… … That eWay-CRM supports using some keyboard shortcuts? There are global keyboard shortcuts that work anywhere in...... More

DID YOU KNOW… … That you can sort data by multiple columns in eWay-CRM at the same time? Just sort...... More

DID YOU KNOW… …that in eWay-CRM mobile application you can get navigation directly to the contact? You have to enter...... More

We bring you another tip coming from the integration of eWay-CRM and Microsoft Office. This time, we will have a...... More

Apart from being embedded into Outlook, eWay-CRM also works smoothly with Microsoft Excel. Learn how to import companies from Excel to...... More

eWay-CRM has a seamless integration with Microsoft Office. Not only is it embedded into Outlook, it also works very smoothly...... More

DID YOU KNOW... ...that with eWay-CRM, you can easily unsubscribe contacts from bulk e-mails? Open the Contacts module. Choose the...... More

DID YOU KNOW... ...that thanks to our integration with Gravatar, we are able to link e-mail addresses with correct profile...... More

DID YOU KNOW... ...that by right-clicking the name of any column and choosing "Show Find Panel," you can search for...... More

DID YOU KNOW... ...that when buying professional e-mail credits, you can now choose your currency? Select USD, EUR or CZK....... More

Do you need to send a document from eWay-CRM to a client who does not use our software? eWay-CRM 5.4...... More

DID YOU KNOW... ...that you can create subtasks? Divide your tasks into smaller parts. Your work will be more efficient....... More

DID YOU KNOW... ...that you can categorize your tasks? Righ-click one or more and choose a category. Read more about...... More

Tuesday with CRM in Outlook! Make sure you don't forget your task. Set a reminder! You can also do this...... More

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

We're improving so you can be more effective! Again, we've improved eWay-CRM. Our objective is to better serve you and...... More

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

How to make your newsletters perform even better? Have a look at the new eWay-CRM Professional Emails upgrade! Link Checker:...... More

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

Going on vacation? We‘ve got good news for you! You don‘t need to say goodbye to eWay during your trip!...... More

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

You can now easily change the number of users without any additional problems. A payment method change comes just as...... More

Despite the fact that we use emails as instant online chat they still constitute individual messages that usually require basic...... More

Are you going skiing this year? Or do you have other holiday in mind? You would not believe how many...... More