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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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.

Complete comparison table

Tips on Better Productivity

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