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) list.
  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.: eWay-CRM allows your administrator to keep offline all documents and emails or only your documents and emails.

For more advanced tips, go to our Knowledge Base.

 

Be effective! With eWay-CRM.

Martin Štefko
13. 2. 2020
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