Tips

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.) when filtering? In the list of business opportunities, you can view those with the date Today or This week and you will immediately see which ones you should currently focus on.

  1. In the list of deals, right-click the Next Step column and select Filter Editor.
  2. In the editor for the second value, click on the pencil symbol, the field will turn orange, click on it, select Date and time constants and from the drop-down list, select Today.
  3. Confirm with OK. In the list of deals you will see only those that have a certain deadline today.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

 

Martin Štefko
18. 5. 2021
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