Tutorial Videos - Episode 7
We are launching Episode 7 of our tutorial videos showing you the way eWay-CRM works. We have already gone through the very basics of eWay-CRM and we are showing you…
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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 Keep Your Documents and E-Mails 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 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 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 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
How to surprise your coworkers with e-mails
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
Katie's Diary
Full Trust
Hi, this is Katie, the Project Manager. Last time, we talked about the benefits employers offer to their employees. What...... More
A Benefit for the Whole Company
Hi, this is Katie, the Project Manager. We have talked a lot about my job and also about Janice’s. But...... More
Another Successful Year
Hi, this is Katie, the Project Manager. Christmas time and the end of the year are coming! Have you had some time to reflect on what you have accomplished in 2019? Getting ready for Christmas As usual, work got crazy busy the last couple of...... More
Using QuickBooks With CRM Saved Our Business!
Hi, this is Katie, the Project Manager. Today I would like to share a great work tip with you. Let’s...... More
Learn How to Prepare Case Studies!
Hi! This is Katie, the Project Manager. Last time I met Janice, she told me about a problem she had at work. What did we...... More
You Cannot Be Too Careful!
Hi, this is Katie, the project manager. After a rather long time, I met my friend Janice! What's new with...... More
Head in the Clouds?
Hi, this is Katie, the project manager. Do you have your head in the clouds? I say - Keep your...... More
Never Stop Learning!
Hi, this is Katie, the Project Manager. Last time, I had to fire a member of my team. How has...... More
How to Fire Your Colleague
Hi, this is Katie, the Project Manager. I guess many of you have been in a situation when you had...... More
The Importance of Feedback
Hi, this is Katie, the Project Manager. Part of being a good manager is giving proper feedback. Sometimes it’s not...... More
Work Life and Personal Priorities
Hi, this is Katie, the Project Manager. I decided to balance my personal and career life a bit better. What...... More
A Really Happy Team
Hi, this is Katie, the Project Manager. I decided to become a better manager this year, and I attended a...... More
Don't Be a Good Manager. Be the Best!
Hello, this is Katie. I work as a Project Manager in Kansas City. I had an amazing year, and I...... More
I Had a Great Year! And You?
Hello, this is Katie. I work as a Project Manager in Kansas City. In my last entry, I was planning...... More
No Breakups, Just Christmas Breaks!
Hello, this is Katie. I work as a Project Manager in Kansas City. Last time, I had a very successful...... More
Presenting Tasks!
Hello, this is Katie. I work as a Project Manager in Kansas City. I was asked to give a presentation...... More
How to manage life and work difficulties
Hello, this is Katie. I work as a Project Manager in Kansas City. Recently, a lot of problems have occurred...... More
Don’t be afraid of presenting!
Hello, this is Katie. I work as a Project Manager in Kansas City. This time I talk about giving presentations....... More
Always be yourself! Even at work
Hello, this is Katie. I work as a Project Manager in Kansas City. Today, I tried to manage my colleagues,...... More
Would Mahatma Gandhi have made a good software engineer?
Hello, this is Katie. I work as a Project Manager in Kansas City. Feeling like a typical office person, I...... More
Over-interviewed
Hello, this is Katie. I work as a Project Manager in Kansas City. Feeling like a typical office person, I...... More
How to get a job
Hello, this is Katie. I work as a Project Manager in Kansas City. Feeling like a typical office person, I...... More
Home Office versus the Regular One
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
Work-life balance
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
How to Manage Life after Work
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
Pleasant things in life
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
Getting things done and then run!
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
Coffee, GTD and Dating
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
Back to work!
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
It's Vacation Time!
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
Questions to ask before we multi-task
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
Things I've found and things I haven't
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical office...... More
Where am I going to live?
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical...... More
Struggles of a girl during her first month at work
Hello, this is Katie. I have recently started working as a Project Manager in Kansas City. Feeling like a typical...... More
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