How to Easily Drag and Drop Documents or E-mails Into Item Dialog

Tips
Published 5. 9. 2022

DID YOU KNOW...

...that in eWay-CRM you can easily drag and drop documents or e-mails into the item dialog? Do you need to save an e-mail or document into eWay-CRM and you like the ‘’drag-and-drop“? Now you can drop an e-mail/document anywhere in the target dialog. eWay-CRM automatically recognizes what you are trying to save and saves it correctly.

 

 

For more advanced tips, go to our Knowledge Base.

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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

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