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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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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