Tips

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 an internet connection. Just do the following:

  1. Go to the Documents (or Emails) grid.
  2. Select items you want to keep offline.
  3. Right-click selected items.
  4. Choose the Keep Offline Copy.
  5. You can see that the icon next to offline items is changed.

P.S.: You can also ask your administrators to set up your eWay-CRM so that all documents and emails or only your documents and emails will be offline by default.

For more advanced tips, go to our Knowledge Base.

 

Be effective! With eWay-CRM.

Martin Štefko
13. 2. 2020
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