Tips

How to Link Journal With More Than One Project in eWay-CRM

DID YOU KNOW…

… That in eWay-CRM you can link a document or journal with more than one project? Just double click on the item in the main menu. That will open the item which you want to link. Link to existing  will link the item you are editing with any saved item. If you click on the arrow on Link to existing  you will see the menu, where you select the type of the item you want to link with the edited one.

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Petra Kováčová
27. 11. 2019
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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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