How to Categorize eWay-CRM Items Right in Their Detail

Tips

Martin Štefko

Published 2. 6. 2020

DIDI YOU KNOW...

...That in eWay-CRM you can categorize items right in their detail? Just do the following:

Open any item.
In the main eWay-CRM ribbon, there is a new button Categorize.
Click on it. This way, you can quickly assign a category.

It can’t be any easier.

For more advanced tips, go to our Knowledge Base.

Because with eWay-CRM 6.0 you will get BACK IN THE SADDLE!

You might like

How to Delegate Agenda to a New Colleague Using a CRM System

Productivity

A new colleague in the company is always a promise of better results. Also, thanks to this new help, others…

Ondrej Svoboda

3. 9. 2020

eWay-CRM Comes with an Easy Subscription or Payment Method Change

Tips

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

-eway-

10. 4. 2018

Create a Subtask

Tips

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

Martin Štefko

12. 2. 2019

How to Link Journal With More Than One Project in eWay-CRM

Tips

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

Petra Kováčová

27. 11. 2019

How to Keep Your Documents and Emails Available Offline in eWay-CRM

Tips

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

Martin Štefko

11. 10. 2022

Tutorial Videos - 3 new Episodes

News

We have launched three new Episodes of our tutorial videos showing you the way eWay-CRM works. After Episode 1 dedicated…

Petra Kováčová

17. 1. 2020

How to Export Data Into Excel File by One Click in eWay-CRM

Tips

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

Martin Štefko

30. 5. 2022

Choose Your Currency

Tips

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

Martin Štefko

21. 5. 2019

How to Easily Categorize Outlook Emails for eWay-CRM

Tips

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

Martin Štefko

29. 1. 2020