Tips

How to Make Relation Field to Any Module

DIDI YOU KNOW...

...That in eWay-CRM you can easily make a relation field to any module? Just do the following:

  1. Click on Administration Center in the ribbon in eWay-CRM.
  2. Go to Custom Fields and select a module (here the contact) where you want to make a relation field.
  3. Click on Add a Field.
  4. Name the field and select Relation type.
  5. At the bottom Related Table appears where you can select from all the modules.
  6. As soon as you make the field and your eWay-CRM is synchronized the field appears in the contact in Custom Fields.

 

 

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Martin Štefko
22. 8. 2022
Share

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

Subscribe for our training materials and
get the best from our consultants right into your mailbox.