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

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

How to Set Your Own Workflow in Any Module
DID YOU KNOW... ...that in eWay-CRM you can set up your own workflow in any module? Even in the...... More

How to Keep Your Documents and Emails Available Offline in eWay-CRM
DID YOU KNOW… …that in eWay-CRM you can keep documents and e-mails offline? Like this, you can use them without...... More

How to Easily Hide Field in eWay-CRM Dialog
DID YOU KNOW ... ...That in eWay-CRM you can easily hide a field in the dialog? If you want a...... More

How to Easily Drag and Drop Documents or E-mails Into Item Dialog
DID YOU KNOW... ...that in eWay-CRM you can easily drag and drop documents or e-mails into the item dialog? Do...... More

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

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

How to Open Documents and E-mails in Different Ways
DID YOU KNOW... That in eWay-CRM you can open documents and e-mails in different ways? Just do the following. Right...... More

How to Quickly Add Holidays to Outlook Calendar
Customs are different in every country, companies have various policies and Microsoft Outlook might not show holidays in your calendar...... More

How to Export Data Into Excel File by One Click in eWay-CRM
DID YOU KNOW... ...That in eWay-CRM you can easily export data into Excel file by one click? We have already...... More

How to Surprise Your Coworkers with Emails
There are times when yesterday was already too late. Other times though, it may be useful to delay your message....... More

Do People Forget to Reply to Your Emails? Set a Reminder!
Sometimes you need a quick reply in order to schedule an appointment, book a conference room or simply to proceed...... More

How to Check the Size of Individual Items
DID YOU KNOW... ...that you can easily check the size of your saved items? Just sort the files by...... More

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

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

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

How to Change What Last Activity and Next Step Dates Are Based On
DID YOU KNOW... ...that you can change what dates are eWay-CRM fields Last Activity and Next Step based on?...... More

How to Review the Latest Activities of Your Colleagues
DID YOU KNOW... ...that in eWay-CRM you can get a quick, managerial overview of the latest activities of your...... More

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

How to Hide or Display Auto Filter Row in eWay-CRM List
DID YOU KNOW... ...that you can hide or display the auto filter row for searching items in the list...... More

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

How to Speed Up Work with New Keyboard Shortcuts
DID YOU KNOW... ...that you can start using new useful keyboard shortcuts in eWay-CRM 7.0? Try for yourself: Save...... More

How to Show Heatmap of Sent Email in eWay-CRM
DID YOU KNOW... ...that you can generate a heatmap that displays where users click in your professional emails? You...... More

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

How to Automatically Save All Emails From Your Customers
DID YOU KNOW... ...that you can automatically save emails from all your customers in eWay-CRM? Just set up this...... More

How to Filter Items in the List for Specific Time Period
DID YOU KNOW... ...that in eWay-CRM you can use date and time constants (eg. Today, Yesterday, This week, etc.)...... More

How to Compare Values of Two Columns Right in the List
DID YOU KNOW... ...that in eWay-CRM you can compare values of two columns right in the list of projects,...... More

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

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

How to Save or Print Your eWay-CRM Invoice
DID YOU KNOW... ...that you can easily print our invoice or save it to PDF? It’s easy, just: Go...... More

How to Change Billing Email Address
DID YOU KNOW... ...that you can easily change your billing email address? If you hired a new accountant, you...... More

How to Enable Deactivated eWay-CRM Add-In in Outlook
DID YOU KNOW... ...that Outlook will occasionally deactivate add-ins to speed up it's own performance? Don't worry, you can...... More

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

How to Return Changes When You Are Creating Newsletter
DID YOU KNOW... ...that you can easily return changes when creating a Professional Email campaign in eWay-CRM? Marketing campaign...... More

How to Find Out How Many Available Licenses You Have
DID YOU KNOW... ...That you can easily find out how many eWay-CRM licenses you still have available? If your company...... More

How to Review and Sort Invoices by Owner and Customer
DID YOU KNOW... ...That in eWay-CRM you can review and sort invoices by owner and customer? If it's sales reps...... More

How to Improve the Professional Emails Delivery Rate Using AI
DID YOU KNOW... ...that in eWay-CRM you can increase delivery rate of Professional Emails by delivering at the optimal...... More

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

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

How to Easily Reset Your Password in eWay-CRM
DID YOU KNOW... ...That in eWay-CRM you can easily reset your password? You may have forgotten your password or you...... More

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

How to Use Context Menu of an Item in the List
DID YOU KNOW... ...That in eWay-CRM you can the context menu of an item in the list? You can open,...... More

How to Easily Change Due Date of Different Tasks
DIDI YOU KNOW... ...That in eWay-CRM you have the most important functions immediately available? For example, if you want to...... More

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

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

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

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

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

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

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

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

How to Display Statistics of Your Marketing Campaign in eWay-CRM
DID YOU KNOW... ...That in eWay-CRM you can check the results of your e-mail marketing campaigns? You just have a...... More

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

How Are Your E-mails Sent From Converted Deal Automatically Related to Project
DID YOU KNOW... ...That your e-mails sent from a converted deal are automatically related to the project? If you send...... More

How to Keep Link to Original Item When Changing Value in Relation Field
DIDI YOU KNOW... ...That in eWay-CRM you can keep a link to the original item when changing a value in...... More

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

How to Define Which Task Types Will Be in Next Step
DID YOU KNOW... ...That in eWay-CRM you can define which task types will be in Next Step? The column Next...... More

How to Choose Which Modules Will Mark Items as Private in eWay-CRM
DID YOU KNOW... ...That in eWay-CRM you can choose which modules will mark items as private? Through the Private checkbox,...... More

How to Review Previously Sent Professional E-mails
DID YOU KNOW... ...That in eWay-CRM yu can easily open the already sent bulk e-mails and their statistics? If in...... More

How to Import Item From Excel Using Number Instead of Company Name
DID YOU KNOW... ...That you can import items from Excel using the ID Number of the company instead of the...... More

How to Delegate Agenda to Your New Colleague in eWay-CRM
DID YOU KNOW... ...That in eWay-CRM you can delegate agenda to a new colleague? Did you promote a colleague, and...... More

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

How to Easily Open New Task Window in eWay-CRM Using Keyboard Shortcut
DID YOU KNOW... ...That in eWay-CRM you can easily open a new task window using a keyboard shortcut? Just try...... More

How to Delete Value From Drop-Down Menu Field
DID YOU KNOW... ...That in eWay-CRM you can use a new button to delete a value from a drop-down menu...... More

How to Create Category Right From Item Context Menu in eWay-CRM
DID YOU KNOW... ...That in eWay-CRM you can create a category right from the item context menu? Use the Categorize...... More

How to Categorize eWay-CRM Items Right in Their Detail
DIDI YOU KNOW... ...That in eWay-CRM you can categorize items right in their detail? Just do the following: Open any...... More

How to Easily Work With Upgraded Filters in eWay-CRM
DID YOU KNOW... ...That you can be more effective with upgraded filters in eWay-CRM? They can save you a couple...... More

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

How to Easily Open an Item Using Hyperlinks in the List in eWay-CRM
DID YOU KNOW... ...That in eWay-CRM you can easily open a company detail directly from the Contact List? All relation...... More

How to Open the Module List in a New Window in eWay-CRM
DIDI YOU KNOW ...That in eWay-CRM you can open the module list in a new window? You can even turn...... More

How to Access Your eWay-CRM From Any Browser?
DID YOU KNOW… …That you can access your eWay-CRM from any browser? The only thing you need is the Internet...... More

How to Find out Whether You Have Update to the Latest eWay-CRM 6.0 Version so That You Get BACK IN THE SADDLE
COVID-19 got most of us out of the saddle. We cannot fight it directly but we fight the consequences. most...... More

How to Easily Use Predefined User Views in eWay-CRM
DID YOU KNOW... ...That eWay-CRM comes with a set of predefined User views? This way, you can easily see data...... More

How to Check With Which Clients You Have Not Communicated for Some Time
DID YOU KNOW… …That in eWay-CRM you can check with which clients you have not communicated for some time? Just...... More

How to Easily Open a Project in the Deal List in eWay-CRM
DID YOU KNOW… …That you can quickly open a project from a won deal? You wanted to open a project...... More

Need to Adapt to Home Office Mode? Start by Organizing Your Work
DID YOU KNOW, … That the Tasks module in eWay-CRM can help you organize your work if part of your...... More

How to Easily Check Whether eWay-CRM Is Updated or Not
DID YOU KNOW …That you can display the system icon on the right at the bottom? Like that you can...... More

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

How to Easily Bulk Edit Items in the List of eWay-CRM
DID YOU KNOW… …That in eWay-CRM you can easily bulk edit items? For example, you can bulk edit or create...... More

How to Set Reminder for Outgoing E-Mails in eWay-CRM
DID YOU KNOW… …That in eWay-CRM you can set a reminder to the e-mail you have just sent? If you...... More

How to Easily Categorize Outlook Emails for eWay-CRM
DID YOU KNOW… …That in eWay-CRM you can categorize e-mails? In your company make a set of shared categories and...... More

How to Check the Status of Tasks That You Have Assigned?
DID YOU KNOW… …That you can see the status of tasks you delegated in eWay-CRM? If you have a meeting...... More

How to Easily Check the Time Sheet for Previous Month Right in the List
DID YOU KNOW… … That in eWay-CRM you can find out how many hours you worked for your clients the...... More

How to Link Journal With More Than One Project in eWay-CRM
DID YOU KNOW… … That in eWay-CRM you can link a document or journal with more than one project? Just...... More

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

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

How to Navigate to Your Contact Right from eWay-CRM Mobile
DID YOU KNOW… …that in eWay-CRM mobile application you can get navigation directly to the contact? You have to enter...... More

How to export Contact from eWay-CRM to Word Letter Template
We bring you another tip coming from the integration of eWay-CRM and Microsoft Office. This time, we will have a...... More

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

How to Save a Microsoft Word Document Right Into eWay-CRM
eWay-CRM has a seamless integration with Microsoft Office. Not only is it embedded into Outlook, it also works very smoothly...... More

How to Unsubscribe Contacts From Your Bulk E-mails
DID YOU KNOW... ...that with eWay-CRM, you can easily unsubscribe contacts from bulk e-mails? Open the Contacts module. Choose the...... More

Know the Person You Are Talking to
DID YOU KNOW... ...that thanks to our integration with Gravatar, we are able to link e-mail addresses with correct profile...... More

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

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

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

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

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

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

How to link journals to projects
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 Add or Edit Contacts and Companies in eWay-CRM Mobile
We're improving so you can be more effective! Again, we've improved eWay-CRM. Our objective is to better serve you and...... More

How to save handwritten notes into eWay-CRM
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 attach documents to e-mails faster
It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

Do you know about voice records in eWay-CRM?
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
How to make your newsletters perform even better? Have a look at the new eWay-CRM Professional Emails upgrade! Link Checker:...... More

Do you know how to work with permissions?
It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

Do you know how to group items?
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 enjoy your vacation...even if you‘re a CEO!
Going on vacation? We‘ve got good news for you! You don‘t need to say goodbye to eWay during your trip!...... More

Do you know how to use eWay-CRM Mobile even faster?
It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

Do you know you can create new items on the go?
It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

Do you know we are saving your data?
It's time for our regular eWay-CRM Tip! The purpose of these articles is to present features of eWay-CRM and show...... More

eWay-CRM Comes with an Easy Subscription or Payment Method Change
You can now easily change the number of users without any additional problems. A payment method change comes just as...... More

How to send many e-mails without wasting time
Despite the fact that we use emails as instant online chat they still constitute individual messages that usually require basic...... More

How to make sure people know you are out of office
Are you going skiing this year? Or do you have other holiday in mind? You would not believe how many...... More